|
51
|
Fiduciary Trust
Boston,
Massachusetts
|
$12.2M
|
+$187K
|
+8,063
|
+2%
|
|
|
52
|
Morningstar Investment Services
Chicago,
Illinois
|
$12.1M
|
+$505K
|
+21,735
|
+4%
|
|
|
53
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12M
|
-$170K
|
-7,321
|
-1%
|
|
|
54
|
Foster & Motley
Cincinnati,
Ohio
|
$11.8M
|
+$362K
|
+15,595
|
+3%
|
|
|
55
|
|
$11.2M
|
–
|
–
|
–
|
|
|
56
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$11M
|
+$272K
|
+11,713
|
+2%
|
|
|
57
|
Highland Private Wealth Management
Bellevue,
Washington
|
$10.6M
|
+$413K
|
+17,755
|
+4%
|
|
|
58
|
FDx Advisors
Chicago,
Illinois
|
$10.4M
|
-$466K
|
-20,055
|
-4%
|
|
|
59
|
Evercore Wealth Management
New York
|
$9.87M
|
-$428K
|
-18,428
|
-4%
|
|
|
60
|
GenWealth Group
Maplewood,
New Jersey
|
$9.48M
|
+$46.9K
|
+2,017
|
+0.5%
|
|
|
61
|
M&T Bank
Buffalo,
New York
|
$9.2M
|
+$473K
|
+20,357
|
+5%
|
|
|
62
|
Guardian Point Capital
Charlottesville,
Virginia
|
$9.14M
|
-$4.65M
|
-200,000
|
-33%
|
|
|
63
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.96M
|
-$414K
|
-17,837
|
-4%
|
|
|
64
|
Proficio Capital Partners
Newton,
Massachusetts
|
$8.86M
|
-$803K
|
-34,559
|
-8%
|
|
|
65
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8.72M
|
+$861K
|
+37,062
|
+11%
|
|
|
66
|
Narwhal Capital Management
Marietta,
Georgia
|
$8.15M
|
+$1.12M
|
+48,218
|
+16%
|
|
|
67
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.09M
|
+$2.2M
|
+94,506
|
+36%
|
|
|
68
|
Zhang Financial
Portage,
Michigan
|
$8.05M
|
-$73.4K
|
-3,159
|
-0.9%
|
|
|
69
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$7.83M
|
+$117K
|
+5,036
|
+1%
|
|
|
70
|
|
$7.65M
|
-$1.14M
|
-49,070
|
-13%
|
|
|
71
|
SG Americas Securities
New York
|
$7.59M
|
–
|
–
|
–
|
|
|
72
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$7.44M
|
+$97.7K
|
+4,205
|
+1%
|
|
|
73
|
BCWM LLC
Overland Park,
Kansas
|
$7.28M
|
+$265K
|
+11,404
|
+4%
|
|
|
74
|
Biltmore Family Office
Charlotte,
North Carolina
|
$7.23M
|
+$57.4K
|
+2,470
|
+0.8%
|
|
|
75
|
Polianta Ltd
St Helier,
Jersey
|
$7.2M
|
-$14.9M
|
-642,700
|
-67%
|
|
