|
51
|
Venturi Wealth Management
Austin,
Texas
|
$2.63M
|
+$194K
|
+3,600
|
+8%
|
|
|
52
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$2.6M
|
+$2.91K
|
+54
|
+0.1%
|
|
|
53
|
Ancora Advisors
Cleveland,
Ohio
|
$2.16M
|
+$323
|
+6
|
+0%
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$1.93M
|
+$1.32M
|
+24,408
|
+209%
|
|
|
55
|
Citadel Advisors
Miami,
Florida
|
$1.66M
|
+$1.66M
|
+30,742
|
New
|
|
|
56
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.6M
|
-$27.3K
|
-506
|
-2%
|
|
|
57
|
Choreo LLC
Rockford,
Illinois
|
$1.5M
|
-$38K
|
-705
|
-2%
|
|
|
58
|
First Allied Advisory Services
San Diego,
California
|
$1.36M
|
-$182K
|
-3,371
|
-12%
|
|
|
59
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.32M
|
+$50K
|
+927
|
+4%
|
|
|
60
|
Efficient Advisors
Mason,
Ohio
|
$1.26M
|
+$2.59K
|
+48
|
+0.2%
|
|
|
61
|
Tradition Capital Management
Summit,
New Jersey
|
$1.25M
|
+$26.9K
|
+499
|
+2%
|
|
|
62
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.24M
|
-$14.9K
|
-277
|
-1%
|
|
|
63
|
Gerald L. Ray & Associates
Dallas,
Texas
|
$1.12M
|
–
|
–
|
–
|
|
|
64
|
Destination Wealth Management
Walnut Creek,
California
|
$1.11M
|
+$1.1M
|
+20,463
|
New
|
|
|
65
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$1.05M
|
+$76.1K
|
+1,412
|
+8%
|
|
|
66
|
Envestnet Asset Management
Chicago,
Illinois
|
$985K
|
+$171K
|
+3,173
|
+21%
|
|
|
67
|
Empirical Wealth Management
Seattle,
Washington
|
$969K
|
-$402K
|
-7,465
|
-29%
|
|
|
68
|
TD Ameritrade Trust
Denver,
Colorado
|
$909K
|
-$984K
|
-18,255
|
-52%
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$891K
|
-$10.2M
|
-188,459
|
-92%
|
|
|
70
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$891K
|
+$889K
|
+16,484
|
New
|
|
|
71
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$891K
|
+$889K
|
+16,484
|
New
|
|
|
72
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$841K
|
-$268K
|
-4,972
|
-24%
|
|
|
73
|
Hollencrest Capital Management
Newport Beach,
California
|
$822K
|
–
|
–
|
–
|
|
|
74
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$796K
|
-$14.3K
|
-266
|
-2%
|
|
|
75
|
United Capital Financial Advisors
Irving,
Texas
|
$723K
|
+$90.6K
|
+1,681
|
+14%
|
|
