|
26
|
Franklin Resources
San Mateo,
California
|
$3.72M
|
-$5.51K
|
-104
|
-0.1%
|
|
|
27
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.71M
|
-$216K
|
-4,070
|
-5%
|
|
|
28
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.23M
|
+$3.23M
|
+60,931
|
New
|
|
|
29
|
Forward Management
San Francisco,
California
|
$3.2M
|
+$1.7M
|
+32,120
|
+113%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.19M
|
+$3.19M
|
+60,128
|
New
|
|
|
31
|
Boston Trust Walden
Boston,
Massachusetts
|
$2.9M
|
+$261K
|
+4,926
|
+10%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$2.68M
|
+$2.68M
|
+50,517
|
New
|
|
|
33
|
|
$2.65M
|
–
|
–
|
–
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$2.43M
|
+$48.1K
|
+908
|
+2%
|
|
|
35
|
Kays Financial Advisory
Atlanta,
Georgia
|
$2.39M
|
+$71.6K
|
+1,351
|
+3%
|
|
|
36
|
Credit Suisse
Zurich,
Switzerland
|
$2.21M
|
-$491K
|
-9,260
|
-18%
|
|
|
37
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.17M
|
–
|
–
|
–
|
|
|
38
|
Agilis Partners
Waltham,
Massachusetts
|
$2.02M
|
+$2.02M
|
+38,183
|
New
|
|
|
39
|
Saba Capital Management
New York
|
$1.95M
|
-$66.3K
|
-1,250
|
-3%
|
|
|
40
|
LPL Financial
San Diego,
California
|
$1.9M
|
+$49.1K
|
+926
|
+3%
|
|
|
41
|
Manning & Napier Advisors
Fairport,
New York
|
$1.67M
|
–
|
–
|
–
|
|
|
42
|
Elite Wealth Management
Kirkland,
Washington
|
$1.63M
|
+$1.63M
|
+30,672
|
New
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.38M
|
+$237K
|
+4,469
|
+21%
|
|
|
44
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.25M
|
+$899K
|
+16,960
|
+253%
|
|
|
45
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
46
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$959K
|
-$1.2M
|
-22,583
|
-56%
|
|
|
47
|
|
$914K
|
-$2.91M
|
-54,811
|
-76%
|
|
|
48
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$908K
|
-$19.9K
|
-375
|
-2%
|
|
|
49
|
Placemark Investments
Chicago,
Illinois
|
$848K
|
+$382K
|
+7,200
|
+82%
|
|
|
50
|
Regal Investment Advisors
Kentwood,
Michigan
|
$656K
|
-$38.5K
|
-727
|
-6%
|
|
