|
26
|
United Capital Financial Advisors
Irving,
Texas
|
$21.6M
|
-$1.59M
|
-35,158
|
-7%
|
|
|
27
|
New England Asset Management
Farmington,
Connecticut
|
$21.2M
|
-$537K
|
-11,900
|
-3%
|
|
|
28
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$20.3M
|
-$4.92M
|
-108,996
|
-20%
|
|
|
29
|
|
$19.6M
|
+$974K
|
+21,594
|
+6%
|
|
|
30
|
Ballentine Partners
Waltham,
Massachusetts
|
$18.9M
|
+$3.45M
|
+76,488
|
+24%
|
|
|
31
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$18.8M
|
+$2.61M
|
+57,767
|
+17%
|
|
|
32
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$17.4M
|
+$4.7M
|
+104,131
|
+40%
|
|
|
33
|
|
$17.4M
|
-$48.5M
|
-1,074,472
|
-75%
|
|
|
34
|
Pathstone Family Office
Englewood,
New Jersey
|
$17.4M
|
+$16.5M
|
+365,464
|
New
|
|
|
35
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$17.2M
|
+$1.57M
|
+34,701
|
+11%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16M
|
+$13M
|
+289,108
|
+609%
|
|
|
37
|
Old Mission Capital
Chicago,
Illinois
|
$15.2M
|
+$14.4M
|
+320,205
|
New
|
|
|
38
|
Blue Edge Capital
Richmond,
Virginia
|
$15.1M
|
+$548K
|
+12,158
|
+4%
|
|
|
39
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$15M
|
-$3.55M
|
-78,719
|
-20%
|
|
|
40
|
Garde Capital
Seattle,
Washington
|
$13.2M
|
+$695K
|
+15,406
|
+6%
|
|
|
41
|
Victory Capital Management
San Antonio,
Texas
|
$12.9M
|
-$2.08M
|
-46,156
|
-15%
|
|
|
42
|
HSBC Holdings
London,
United Kingdom
|
$12.8M
|
+$12.1M
|
+269,009
|
New
|
|
|
43
|
Fidelity International
Hamilton,
Bermuda
|
$12.3M
|
-$1.48M
|
-32,841
|
-11%
|
|
|
44
|
Graypoint LLC
Albany,
New York
|
$11.3M
|
-$1.03M
|
-22,909
|
-9%
|
|
|
45
|
Israel Discount Bank of New York
New York
|
$10.6M
|
-$1.05M
|
-23,239
|
-9%
|
|
|
46
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$10M
|
+$9.5M
|
+210,519
|
New
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$9.05M
|
+$131K
|
+2,894
|
+2%
|
|
|
48
|
Integris Wealth Management
Monterey,
California
|
$9.04M
|
+$8.59M
|
+190,415
|
New
|
|
|
49
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$8.11M
|
+$148K
|
+3,271
|
+2%
|
|
|
50
|
Private Advisory Group
Redmond,
Washington
|
$7.43M
|
-$82.3K
|
-1,825
|
-1%
|
|
