|
26
|
Credit Suisse
Zurich,
Switzerland
|
$24.2M
|
+$5.5M
|
+140,272
|
+29%
|
|
|
27
|
Choreo LLC
Rockford,
Illinois
|
$21.2M
|
-$969K
|
-24,731
|
-4%
|
|
|
28
|
|
$20.1M
|
-$10.2M
|
-259,999
|
-33%
|
|
|
29
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.3M
|
-$147K
|
-3,754
|
-0.8%
|
|
|
30
|
First American Trust
Santa Ana,
California
|
$17.1M
|
-$58.1K
|
-1,482
|
-0.3%
|
|
|
31
|
Naviter Wealth
Little Rock,
Arkansas
|
$16.7M
|
-$7.23M
|
-184,481
|
-30%
|
|
|
32
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$15.6M
|
-$395K
|
-10,077
|
-2%
|
|
|
33
|
Maryland State Retirement & Pension System
Baltimore,
Maryland
|
$15.4M
|
–
|
–
|
–
|
|
|
34
|
Mirabella Financial Services
London,
United Kingdom
|
$14.9M
|
+$15.1M
|
+384,482
|
New
|
|
|
35
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$14.3M
|
+$7.09M
|
+180,776
|
+95%
|
|
|
36
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.4M
|
+$131K
|
+3,341
|
+1%
|
|
|
37
|
Proficio Capital Partners
Newton,
Massachusetts
|
$12.1M
|
+$2.41M
|
+61,529
|
+24%
|
|
|
38
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$11.9M
|
-$78.1K
|
-1,992
|
-0.6%
|
|
|
39
|
Searcy Financial Services
Overland Park,
Kansas
|
$11.6M
|
+$184K
|
+4,684
|
+2%
|
|
|
40
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.4M
|
-$595K
|
-15,184
|
-5%
|
|
|
41
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$11.2M
|
+$11.4M
|
+290,413
|
New
|
|
|
42
|
Fifth Third Securities
Cincinnati,
Ohio
|
$11.1M
|
+$1.42M
|
+36,107
|
+14%
|
|
|
43
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$11.1M
|
+$239K
|
+6,097
|
+2%
|
|
|
44
|
Advisors Preferred
Rockville,
Maryland
|
$11.1M
|
+$11M
|
+280,958
|
New
|
|
|
45
|
|
$9.93M
|
+$780K
|
+19,891
|
+8%
|
|
|
46
|
Chicago Wealth Management
Chicago,
Illinois
|
$9.85M
|
+$817K
|
+20,847
|
+9%
|
|
|
47
|
Novare Capital Management
Charlotte,
North Carolina
|
$9.29M
|
-$3.92K
|
-100
|
-0%
|
|
|
48
|
B&D White Capital Company
Lakeway,
Texas
|
$9.18M
|
-$30.2K
|
-771
|
-0.3%
|
|
|
49
|
Tectonic Advisors
Frisco,
Texas
|
$8.9M
|
+$6.12K
|
+156
|
+0.1%
|
|
|
50
|
FWL Investment Management
Dallas,
Texas
|
$8.82M
|
-$398K
|
-10,151
|
-4%
|
|
