|
51
|
E&G Advisors
Houston,
Texas
|
$18.1M
|
+$17.5M
|
+239,996
|
New
|
|
|
52
|
Berkshire Money Management
Dalton,
Massachusetts
|
$17.4M
|
-$24.7M
|
-339,617
|
-60%
|
|
|
53
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$16.2M
|
+$66.7K
|
+917
|
+0.4%
|
|
|
54
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$16.2M
|
+$1.46M
|
+20,110
|
+10%
|
|
|
55
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.1M
|
+$236K
|
+3,247
|
+2%
|
|
|
56
|
KMS Financial Services
Seattle,
Washington
|
$15.6M
|
+$761K
|
+10,454
|
+5%
|
|
|
57
|
Coldstream Capital Management
Bellevue,
Washington
|
$15.4M
|
-$1.25M
|
-17,114
|
-8%
|
|
|
58
|
Nadler Financial Group
Deerfield,
Illinois
|
$14.9M
|
+$633K
|
+8,704
|
+5%
|
|
|
59
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.9M
|
+$2.37M
|
+32,548
|
+20%
|
|
|
60
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.8M
|
+$14.3M
|
+196,321
|
New
|
|
|
61
|
Bank of Hawaii
Honolulu,
Hawaii
|
$14.8M
|
-$2.13M
|
-29,226
|
-13%
|
|
|
62
|
WMS Partners
Towson,
Maryland
|
$13.9M
|
-$186K
|
-2,556
|
-1%
|
|
|
63
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$13.7M
|
+$220K
|
+3,028
|
+2%
|
|
|
64
|
Moore Capital Management
New York
|
$13.5M
|
+$13.1M
|
+179,841
|
New
|
|
|
65
|
Discretionary Management Services
Merriam,
Kansas
|
$13.5M
|
-$462K
|
-6,356
|
-3%
|
|
|
66
|
United Services Automobile Association
San Antonio,
Texas
|
$12.8M
|
-$1.24K
|
-17
|
-0%
|
|
|
67
|
Beacon Financial Group
Dallas,
Texas
|
$12.8M
|
+$8.81M
|
+121,054
|
+191%
|
|
|
68
|
TD Capital Management
Memphis,
Tennessee
|
$12.5M
|
+$93K
|
+1,278
|
+0.8%
|
|
|
69
|
Oppenheimer & Co
New York
|
$12.3M
|
-$35.9K
|
-494
|
-0.3%
|
|
|
70
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$12M
|
-$900K
|
-12,364
|
-7%
|
|
|
71
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.9M
|
+$1.1M
|
+15,152
|
+11%
|
|
|
72
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$11.8M
|
+$608K
|
+8,362
|
+6%
|
|
|
73
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$11.7M
|
+$11.3M
|
+155,377
|
New
|
|
|
74
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$11.5M
|
+$439K
|
+6,031
|
+4%
|
|
|
75
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$11.4M
|
-$427K
|
-5,875
|
-4%
|
|
