|
51
|
Bison Wealth
Atlanta,
Georgia
|
$2.8M
|
–
|
–
|
–
|
|
|
52
|
Visionary Asset Management
Houston,
Texas
|
$2.78M
|
-$8.23K
|
-85
|
-0.3%
|
|
|
53
|
Bailard
Foster City,
California
|
$2.65M
|
+$136K
|
+1,405
|
+5%
|
|
|
54
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.65M
|
+$2.77M
|
+28,653
|
New
|
|
|
55
|
Tower Research Capital (TRC)
New York
|
$2.62M
|
+$2.13M
|
+21,973
|
+342%
|
|
|
56
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.37M
|
+$119K
|
+1,234
|
+5%
|
|
|
57
|
United Capital Financial Advisors
Irving,
Texas
|
$2.36M
|
-$165K
|
-1,705
|
-6%
|
|
|
58
|
|
$2.31M
|
+$2.42M
|
+25,000
|
New
|
|
|
59
|
Callan Capital
La Jolla,
California
|
$2.31M
|
+$351K
|
+3,622
|
+17%
|
|
|
60
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.19M
|
-$123K
|
-1,272
|
-5%
|
|
|
61
|
MML Investors Services
Springfield,
Massachusetts
|
$2.18M
|
+$731K
|
+7,548
|
+47%
|
|
|
62
|
Global Endowment Management
Charlotte,
North Carolina
|
$2.18M
|
+$2.15M
|
+22,166
|
New
|
|
|
63
|
Calton & Associates
Tampa,
Florida
|
$2.14M
|
+$395K
|
+4,084
|
+21%
|
|
|
64
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$2.14M
|
+$184K
|
+1,895
|
+9%
|
|
|
65
|
Whitnell & Co
Oak Brook,
Illinois
|
$2.08M
|
+$90.2K
|
+931
|
+4%
|
|
|
66
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$2.04M
|
-$57.9K
|
-598
|
-3%
|
|
|
67
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$1.98M
|
+$1.06M
|
+10,905
|
+99%
|
|
|
68
|
The Family Firm
Bethesda,
Maryland
|
$1.89M
|
-$261K
|
-2,697
|
-12%
|
|
|
69
|
|
$1.84M
|
+$159K
|
+1,645
|
+9%
|
|
|
70
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.72M
|
-$102K
|
-1,050
|
-5%
|
|
|
71
|
BOK Financial
Tulsa,
Oklahoma
|
$1.72M
|
+$96.7K
|
+999
|
+6%
|
|
|
72
|
Consolidated Capital Management
Burbank,
California
|
$1.67M
|
+$337K
|
+3,484
|
+24%
|
|
|
73
|
WBH Advisory
Baltimore,
Maryland
|
$1.6M
|
+$126K
|
+1,296
|
+8%
|
|
|
74
|
Citadel Advisors
Miami,
Florida
|
$1.58M
|
+$887K
|
+9,158
|
+115%
|
|
|
75
|
Bank of New York Mellon
New York
|
$1.55M
|
+$127K
|
+1,309
|
+8%
|
|
