|
26
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$11.3M
|
+$631K
|
+13,095
|
+6%
|
|
|
27
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$10.7M
|
-$295K
|
-6,116
|
-3%
|
|
|
28
|
Xponance
Philadelphia,
Pennsylvania
|
$10M
|
+$9.73M
|
+201,775
|
New
|
|
|
29
|
Stadion Money Management
Watkinsville,
Georgia
|
$10M
|
+$9.72M
|
+201,624
|
New
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.44M
|
-$121K
|
-2,515
|
-1%
|
|
|
31
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$8.29M
|
+$8.05M
|
+166,901
|
New
|
|
|
32
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.46M
|
-$37.9K
|
-787
|
-0.5%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$6.73M
|
+$39.2K
|
+813
|
+0.6%
|
|
|
34
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$6.55M
|
-$70.8K
|
-1,468
|
-1%
|
|
|
35
|
First Allied Advisory Services
San Diego,
California
|
$5.8M
|
+$2.83M
|
+58,599
|
+101%
|
|
|
36
|
WestEnd Advisors
Charlotte,
North Carolina
|
$5.17M
|
-$1.53M
|
-31,747
|
-23%
|
|
|
37
|
Blue Edge Capital
Richmond,
Virginia
|
$5.01M
|
+$1.37M
|
+28,422
|
+39%
|
|
|
38
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4.97M
|
-$123K
|
-2,559
|
-2%
|
|
|
39
|
Alexandria Capital
Arlington,
Virginia
|
$4.74M
|
-$40.5K
|
-841
|
-0.9%
|
|
|
40
|
BB&T Securities
Richmond,
Virginia
|
$4.54M
|
-$1.65M
|
-34,237
|
-27%
|
|
|
41
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.18M
|
+$448K
|
+9,294
|
+12%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.07M
|
+$1M
|
+20,748
|
+34%
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$4.05M
|
–
|
–
|
–
|
|
|
44
|
Advisor Group
Phoenix,
Arizona
|
$3.92M
|
+$939K
|
+19,470
|
+33%
|
|
|
45
|
Garde Capital
Seattle,
Washington
|
$3.68M
|
-$159K
|
-3,298
|
-4%
|
|
|
46
|
Prudential Financial
Newark,
New Jersey
|
$3.31M
|
+$3.21M
|
+66,650
|
New
|
|
|
47
|
|
$3.18M
|
+$58.5K
|
+1,213
|
+2%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$2.92M
|
+$290K
|
+6,011
|
+11%
|
|
|
49
|
Portfolio Solutions
Royal Oak,
Michigan
|
$2.5M
|
-$106K
|
-2,189
|
-4%
|
|
|
50
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.42M
|
+$2.35M
|
+48,816
|
New
|
|
