|
26
|
Segment Wealth Management
Houston,
Texas
|
$5.46M
|
+$29.5K
|
+998
|
+0.6%
|
|
|
27
|
Evoke Wealth
Los Angeles,
California
|
$5M
|
+$65.2K
|
+2,203
|
+1%
|
|
|
28
|
20/20 Capital Management
Costa Mesa,
California
|
$4.75M
|
+$4.5M
|
+152,140
|
New
|
|
|
29
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$4.19M
|
+$3.99M
|
+134,941
|
New
|
|
|
30
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$4.15M
|
+$4.05M
|
+136,893
|
New
|
|
|
31
|
Versant Capital Management
Phoenix,
Arizona
|
$3.8M
|
+$902K
|
+30,487
|
+32%
|
|
|
32
|
VanEck Associates
New York
|
$3.3M
|
-$150K
|
-5,065
|
-4%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.06M
|
+$2.23M
|
+75,248
|
+291%
|
|
|
34
|
Gould Asset Management
Claremont,
California
|
$2.98M
|
+$193K
|
+6,535
|
+7%
|
|
|
35
|
Focused Wealth Management
Newburgh,
New York
|
$2.82M
|
-$170K
|
-5,733
|
-6%
|
|
|
36
|
|
$2.74M
|
+$2.68M
|
+90,400
|
New
|
|
|
37
|
Nottingham Advisors
Amherst,
New York
|
$2.57M
|
+$330K
|
+11,143
|
+15%
|
|
|
38
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.36M
|
-$169K
|
-5,700
|
-7%
|
|
|
39
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2.27M
|
+$1.82M
|
+61,599
|
+461%
|
|
|
40
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.04M
|
-$51.8K
|
-1,750
|
-3%
|
|
|
41
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.93M
|
-$503K
|
-17,013
|
-21%
|
|
|
42
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.92M
|
+$1.88M
|
+63,511
|
New
|
|
|
43
|
Copperwynd Financial
Scottsdale,
Arizona
|
$1.85M
|
-$1.74M
|
-58,700
|
-49%
|
|
|
44
|
1 North Wealth Services
Annapolis,
Maryland
|
$1.53M
|
+$1.5M
|
+50,627
|
New
|
|
|
45
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$1.45M
|
-$2.47M
|
-83,522
|
-64%
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.22M
|
+$22.6K
|
+763
|
+2%
|
|
|
47
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.21M
|
+$1.18M
|
+39,877
|
New
|
|
|
48
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.03M
|
+$121K
|
+4,075
|
+14%
|
|
|
49
|
Tocqueville Asset Management
New York
|
$1.02M
|
-$1.98K
|
-67
|
-0.2%
|
|
|
50
|
Central Trust Company
Jefferson City,
Missouri
|
$1M
|
+$154K
|
+5,187
|
+19%
|
|
