|
51
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$21.6M
|
-$1.53M
|
-27,053
|
-6%
|
|
|
52
|
Capital Insight Partners
Scottsdale,
Arizona
|
$21.5M
|
-$792K
|
-13,969
|
-3%
|
|
|
53
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$20.7M
|
-$7.55M
|
-133,137
|
-26%
|
|
|
54
|
1900 Wealth Management
San Antonio,
Texas
|
$20.6M
|
+$5.16M
|
+90,938
|
+32%
|
|
|
55
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$19.1M
|
-$275K
|
-4,843
|
-1%
|
|
|
56
|
Albion Financial Group
Salt Lake City,
Utah
|
$18.9M
|
+$1.08M
|
+19,035
|
+6%
|
|
|
57
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$18.5M
|
–
|
–
|
–
|
|
|
58
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$17.7M
|
-$1.15M
|
-20,280
|
-6%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$16.1M
|
-$4.32M
|
-76,246
|
-21%
|
|
|
60
|
BCK Partners
Corning,
New York
|
$15.5M
|
+$858K
|
+15,138
|
+6%
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.5M
|
+$42K
|
+740
|
+0.3%
|
|
|
62
|
TPG Financial Advisors
Portland,
Oregon
|
$15.2M
|
-$6.42M
|
-113,190
|
-29%
|
|
|
63
|
Caldwell Trust
Venice,
Florida
|
$14.4M
|
-$705K
|
-12,436
|
-5%
|
|
|
64
|
ProVise Management Group
Clearwater,
Florida
|
$14M
|
+$270K
|
+4,763
|
+2%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.7M
|
-$591K
|
-10,422
|
-4%
|
|
|
66
|
Summit Wealth Partners
Orlando,
Florida
|
$13.5M
|
+$623K
|
+10,997
|
+5%
|
|
|
67
|
Client First Capital
San Diego,
California
|
$13.4M
|
+$576K
|
+10,162
|
+4%
|
|
|
68
|
Stephens Inc
Little Rock,
Arkansas
|
$12.7M
|
-$4.76M
|
-83,874
|
-27%
|
|
|
69
|
James Investment Research
Alpha,
Ohio
|
$12.2M
|
-$1.18M
|
-20,884
|
-9%
|
|
|
70
|
R.M. Davis Inc
Portland,
Maine
|
$11.9M
|
-$1.91M
|
-33,619
|
-13%
|
|
|
71
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.7M
|
+$80K
|
+1,411
|
+0.7%
|
|
|
72
|
JT Stratford LLC
Gainesville,
Georgia
|
$11.4M
|
+$1.71M
|
+30,132
|
+17%
|
|
|
73
|
Madison Asset Management
Madison,
Wisconsin
|
$11.1M
|
-$1.88M
|
-33,149
|
-14%
|
|
|
74
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$10.5M
|
+$352K
|
+6,211
|
+3%
|
|
|
75
|
|
$10.1M
|
+$3.16M
|
+55,706
|
+43%
|
|
