|
26
|
Venturi Wealth Management
Austin,
Texas
|
$11.5M
|
-$7.73M
|
-151,743
|
-40%
|
|
|
27
|
Lazard Asset Management
New York
|
$11.2M
|
+$11.2K
|
+220
|
+0.1%
|
|
|
28
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$10.9M
|
-$235K
|
-4,620
|
-2%
|
|
|
29
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$10.8M
|
+$1.26M
|
+24,663
|
+13%
|
|
|
30
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$10.4M
|
-$285K
|
-5,601
|
-3%
|
|
|
31
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$9.61M
|
+$215K
|
+4,228
|
+2%
|
|
|
32
|
Citadel Advisors
Miami,
Florida
|
$8.81M
|
+$7.71M
|
+151,447
|
+583%
|
|
|
33
|
BB&T Securities
Richmond,
Virginia
|
$8.67M
|
+$3.84M
|
+75,380
|
+76%
|
|
|
34
|
WestEnd Advisors
Charlotte,
North Carolina
|
$8.03M
|
+$1.89M
|
+37,124
|
+30%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$7.66M
|
-$497K
|
-9,752
|
-6%
|
|
|
36
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$7.52M
|
+$500K
|
+9,810
|
+7%
|
|
|
37
|
Schroder Investment Management Group
London,
United Kingdom
|
$6.66M
|
–
|
–
|
–
|
|
|
38
|
Barber Financial Group
Lenexa,
Kansas
|
$6.32M
|
+$6.48M
|
+127,296
|
New
|
|
|
39
|
Biltmore Family Office
Charlotte,
North Carolina
|
$6.18M
|
+$2.41M
|
+47,282
|
+61%
|
|
|
40
|
First Allied Advisory Services
San Diego,
California
|
$6.14M
|
-$924K
|
-18,141
|
-13%
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.08M
|
+$1.56M
|
+30,648
|
+33%
|
|
|
42
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.06M
|
+$121K
|
+2,384
|
+2%
|
|
|
43
|
Blue Edge Capital
Richmond,
Virginia
|
$5.47M
|
-$19.6K
|
-384
|
-0.3%
|
|
|
44
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4.88M
|
+$4.75M
|
+93,248
|
+1,874%
|
|
|
45
|
Beck Capital Management
Austin,
Texas
|
$4.61M
|
+$239K
|
+4,689
|
+5%
|
|
|
46
|
Alexandria Capital
Arlington,
Virginia
|
$4.51M
|
-$37.4K
|
-735
|
-0.8%
|
|
|
47
|
LPL Financial
San Diego,
California
|
$4.11M
|
+$247K
|
+4,848
|
+6%
|
|
|
48
|
Advisor Group
Phoenix,
Arizona
|
$4.01M
|
-$924K
|
-18,152
|
-18%
|
|
|
49
|
Garde Capital
Seattle,
Washington
|
$3.61M
|
+$80.6K
|
+1,583
|
+2%
|
|
|
50
|
|
$3.53M
|
+$369K
|
+7,237
|
+11%
|
|
