|
26
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.53M
|
+$327K
|
+6,224
|
+11%
|
|
|
27
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.52M
|
+$2.66M
|
+50,567
|
+424%
|
|
|
28
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.44M
|
+$105K
|
+1,994
|
+3%
|
|
|
29
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$3.13M
|
+$143K
|
+2,712
|
+5%
|
|
|
30
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.07M
|
+$242K
|
+4,609
|
+9%
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$2.15M
|
+$2M
|
+38,098
|
New
|
|
|
32
|
Webster Bank
Waterbury,
Connecticut
|
$2.14M
|
-$64.9K
|
-1,234
|
-3%
|
|
|
33
|
IberiaBank
Lafayette,
Louisiana
|
$1.98M
|
+$260K
|
+4,951
|
+16%
|
|
|
34
|
Snowden Capital Advisors
New York
|
$1.97M
|
+$420K
|
+7,996
|
+30%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.94M
|
+$244K
|
+4,650
|
+16%
|
|
|
36
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.89M
|
+$783K
|
+14,892
|
+80%
|
|
|
37
|
CPWM LLC
Seattle,
Washington
|
$1.85M
|
–
|
–
|
–
|
|
|
38
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.82M
|
+$60.9K
|
+1,158
|
+4%
|
|
|
39
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.73M
|
-$1.01M
|
-19,300
|
-39%
|
|
|
40
|
Merriman Wealth Management
Seattle,
Washington
|
$1.69M
|
+$1.58M
|
+30,000
|
New
|
|
|
41
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.64M
|
-$21.3K
|
-405
|
-1%
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
-$1.69M
|
-32,117
|
-54%
|
|
|
43
|
Karpus Investment Management
Pittsford,
New York
|
$1.33M
|
-$27.7M
|
-527,796
|
-96%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.32M
|
+$278K
|
+5,296
|
+29%
|
|
|
45
|
Veritable
Wilmington,
Delaware
|
$1.25M
|
-$79.1K
|
-1,505
|
-6%
|
|
|
46
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.23M
|
+$99.9K
|
+1,900
|
+10%
|
|
|
47
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.18M
|
+$40.8K
|
+776
|
+4%
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.16M
|
-$55.1K
|
-1,049
|
-5%
|
|
|
49
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.11M
|
+$49.1K
|
+933
|
+5%
|
|
|
50
|
Retirement Capital Strategies
San Jose,
California
|
$1.08M
|
+$1.01M
|
+19,177
|
New
|
|
