|
26
|
The Family Firm
Bethesda,
Maryland
|
$3.02M
|
+$18.5K
|
+411
|
+0.7%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$2.98M
|
+$1.44M
|
+32,179
|
+107%
|
|
|
28
|
|
$2.98M
|
-$465K
|
-10,351
|
-14%
|
|
|
29
|
Providence First Trust
Scottsdale,
Arizona
|
$2.75M
|
+$1.17M
|
+26,003
|
+83%
|
|
|
30
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.73M
|
-$359K
|
-8,000
|
-12%
|
|
|
31
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.63M
|
-$8.98K
|
-200
|
-0.4%
|
|
|
32
|
Fisher Asset Management
Camas,
Washington
|
$2.59M
|
-$269K
|
-5,989
|
-10%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.27M
|
-$60.6K
|
-1,349
|
-3%
|
|
|
34
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$2.05M
|
+$9.7K
|
+216
|
+0.5%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.9M
|
+$140K
|
+3,129
|
+9%
|
|
|
36
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$1.87M
|
–
|
–
|
–
|
|
|
37
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.74M
|
+$1.63M
|
+36,255
|
New
|
|
|
38
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.48M
|
-$48.9K
|
-1,088
|
-3%
|
|
|
39
|
Institute for Wealth Management
Denver,
Colorado
|
$1.46M
|
+$74.6K
|
+1,662
|
+6%
|
|
|
40
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.4M
|
+$9.38K
|
+209
|
+0.7%
|
|
|
41
|
Neuberger Berman Group
New York
|
$1.38M
|
-$49.3K
|
-1,098
|
-4%
|
|
|
42
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.34M
|
+$1.26M
|
+28,044
|
New
|
|
|
43
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
44
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.07M
|
-$22.4K
|
-500
|
-2%
|
|
|
45
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$958K
|
–
|
–
|
–
|
|
|
46
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$943K
|
+$176K
|
+3,914
|
+25%
|
|
|
47
|
Synovus Financial
Columbus,
Georgia
|
$913K
|
–
|
–
|
–
|
|
|
48
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$902K
|
-$6.92K
|
-154
|
-0.8%
|
|
|
49
|
BNP Paribas Financial Markets
Paris,
France
|
$896K
|
–
|
–
|
–
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$853K
|
-$2.25K
|
-50
|
-0.3%
|
|
