|
51
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.16M
|
+$16.6K
|
+646
|
+0.3%
|
|
|
52
|
Proficio Capital Partners
Newton,
Massachusetts
|
$5.12M
|
-$105K
|
-4,077
|
-2%
|
|
|
53
|
Clough Capital Partners
Boston,
Massachusetts
|
$4.88M
|
-$1.14M
|
-44,200
|
-20%
|
|
|
54
|
Americana Partners
Houston,
Texas
|
$4.51M
|
+$2.93M
|
+113,626
|
+223%
|
|
|
55
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.47M
|
-$919K
|
-35,680
|
-18%
|
|
|
56
|
Bison Wealth
Atlanta,
Georgia
|
$4.21M
|
+$3.96M
|
+153,852
|
New
|
|
|
57
|
Putnam Investments
Boston,
Massachusetts
|
$4.14M
|
+$272K
|
+10,577
|
+8%
|
|
|
58
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$3.77M
|
+$978K
|
+37,960
|
+38%
|
|
|
59
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3.66M
|
-$12.5K
|
-486
|
-0.4%
|
|
|
60
|
Blue Trust Inc
Alpharetta,
Georgia
|
$3.65M
|
-$3.05M
|
-118,361
|
-45%
|
|
|
61
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$3.38M
|
+$3.19M
|
+123,679
|
New
|
|
|
62
|
Caldwell Trust
Venice,
Florida
|
$3.26M
|
–
|
–
|
–
|
|
|
63
|
Aberdeen Group
Edinburgh,
United Kingdom
|
$3.23M
|
-$122K
|
-4,737
|
-4%
|
|
|
64
|
MGO Private Wealth
Irvine,
California
|
$3.21M
|
-$123K
|
-4,789
|
-4%
|
|
|
65
|
Karpas Strategies
Litchfield,
Connecticut
|
$3.12M
|
–
|
–
|
–
|
|
|
66
|
|
$3M
|
+$1.31M
|
+50,891
|
+87%
|
|
|
67
|
Rockefeller Capital Management
New York
|
$2.99M
|
+$235K
|
+9,136
|
+9%
|
|
|
68
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.97M
|
+$424K
|
+16,457
|
+18%
|
|
|
69
|
BigSur Wealth Management
Miami,
Florida
|
$2.93M
|
-$296K
|
-11,500
|
-10%
|
|
|
70
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.93M
|
–
|
–
|
–
|
|
|
71
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$2.9M
|
-$262K
|
-10,181
|
-9%
|
|
|
72
|
CFO4Life Group
Coppell,
Texas
|
$2.83M
|
+$17.4K
|
+675
|
+0.7%
|
|
|
73
|
Bard Associates
Chicago,
Illinois
|
$2.79M
|
+$2.56M
|
+99,369
|
New
|
|
|
74
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.75M
|
+$245K
|
+9,513
|
+10%
|
|
|
75
|
Adams Asset Advisors
Dallas,
Texas
|
$2.58M
|
+$40.4K
|
+1,569
|
+2%
|
|
