|
26
|
Ameriprise
Minneapolis,
Minnesota
|
$1.81M
|
+$1.9M
|
+35,133
|
+712%
|
|
|
27
|
Webster Bank
Waterbury,
Connecticut
|
$1.79M
|
+$233K
|
+4,325
|
+12%
|
|
|
28
|
CPWM LLC
Seattle,
Washington
|
$1.5M
|
–
|
–
|
–
|
|
|
29
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.42M
|
+$521K
|
+9,652
|
+45%
|
|
|
30
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.39M
|
-$5.21M
|
-96,659
|
-76%
|
|
|
31
|
IberiaBank
Lafayette,
Louisiana
|
$1.38M
|
+$1.36M
|
+25,147
|
+496%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.36M
|
-$1.49M
|
-27,591
|
-48%
|
|
|
33
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.35M
|
+$792K
|
+14,685
|
+99%
|
|
|
34
|
Snowden Capital Advisors
New York
|
$1.23M
|
+$1.25M
|
+23,177
|
+612%
|
|
|
35
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.11M
|
+$313K
|
+5,800
|
+32%
|
|
|
36
|
Veritable
Wilmington,
Delaware
|
$1.09M
|
+$1.28M
|
+23,735
|
New
|
|
|
37
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$986K
|
+$569K
|
+10,550
|
+96%
|
|
|
38
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$921K
|
+$431K
|
+7,992
|
+66%
|
|
|
39
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$911K
|
+$1.07M
|
+19,900
|
New
|
|
|
40
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$862K
|
+$1.02M
|
+18,819
|
New
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$861K
|
+$899K
|
+16,660
|
+779%
|
|
|
42
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$855K
|
+$715K
|
+13,263
|
+246%
|
|
|
43
|
Caprock Group
Boise,
Idaho
|
$834K
|
+$982K
|
+18,210
|
New
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$833K
|
+$981K
|
+18,187
|
New
|
|
|
45
|
Bell Bank
Fargo,
North Dakota
|
$766K
|
-$12.8K
|
-237
|
-1%
|
|
|
46
|
Stokes Family Office
New Orleans,
Louisiana
|
$733K
|
–
|
–
|
–
|
|
|
47
|
United Capital Financial Advisors
Irving,
Texas
|
$660K
|
+$136K
|
+2,521
|
+21%
|
|
|
48
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$646K
|
+$761K
|
+14,101
|
New
|
|
|
49
|
Monterey Private Wealth
Monterey,
California
|
$612K
|
+$357K
|
+6,617
|
+98%
|
|
|
50
|
Elm Advisors
Burlingame,
California
|
$576K
|
–
|
–
|
–
|
|
