|
26
|
Managed Account Services
Coconut Grove,
Florida
|
$1.71M
|
–
|
–
|
–
|
|
|
27
|
Central Trust Company
Jefferson City,
Missouri
|
$1.7M
|
+$274K
|
+10,450
|
+19%
|
|
|
28
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.7M
|
+$34.6K
|
+1,322
|
+2%
|
|
|
29
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.62M
|
–
|
–
|
–
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.57M
|
-$385K
|
-14,697
|
-20%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$1.38M
|
+$54.8K
|
+2,090
|
+4%
|
|
|
32
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$1.29M
|
+$49.5K
|
+1,891
|
+4%
|
|
|
33
|
Sonata Capital Group
Seattle,
Washington
|
$1.24M
|
+$703K
|
+26,821
|
+130%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.12M
|
+$113K
|
+4,301
|
+11%
|
|
|
35
|
Paulson Wealth Management
Wheaton,
Illinois
|
$1.12M
|
+$48.8K
|
+1,862
|
+5%
|
|
|
36
|
Altium Wealth Management
Purchase,
New York
|
$1.12M
|
+$279K
|
+10,663
|
+33%
|
|
|
37
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.11M
|
-$103K
|
-3,915
|
-8%
|
|
|
38
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.1M
|
+$296K
|
+11,313
|
+37%
|
|
|
39
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
40
|
Mercer Global Advisors
Denver,
Colorado
|
$1.03M
|
+$803K
|
+30,655
|
+351%
|
|
|
41
|
TLWM Financial
San Antonio,
Texas
|
$1.01M
|
+$20.6K
|
+785
|
+2%
|
|
|
42
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$995K
|
+$607K
|
+23,157
|
+155%
|
|
|
43
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$896K
|
-$183K
|
-7,000
|
-17%
|
|
|
44
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$870K
|
+$1.7K
|
+65
|
+0.2%
|
|
|
45
|
Regions Financial Corp
Birmingham,
Alabama
|
$849K
|
+$1.99K
|
+76
|
+0.2%
|
|
|
46
|
AllSquare Wealth Management
Albany,
New York
|
$766K
|
–
|
–
|
–
|
|
|
47
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$759K
|
–
|
–
|
–
|
|
|
48
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$740K
|
–
|
–
|
–
|
|
|
49
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$738K
|
+$891
|
+34
|
+0.1%
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$729K
|
+$730K
|
+27,879
|
New
|
|
