|
26
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$7.67M
|
+$741K
|
+7,252
|
+11%
|
|
|
27
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.3M
|
+$2.13M
|
+20,903
|
+44%
|
|
|
28
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$7.06M
|
+$254K
|
+2,490
|
+4%
|
|
|
29
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$6.9M
|
-$1.44M
|
-14,078
|
-18%
|
|
|
30
|
Phoenix Financial
Givatayim,
Israel
|
$6.8M
|
+$100K
|
+982
|
+2%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$6.71M
|
-$30.1K
|
-295
|
-0.5%
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$6.38M
|
+$35.3K
|
+346
|
+0.6%
|
|
|
33
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$6.27M
|
+$2.38M
|
+23,305
|
+65%
|
|
|
34
|
|
$5.86M
|
+$70.9K
|
+694
|
+1%
|
|
|
35
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$5.62M
|
+$119K
|
+1,165
|
+2%
|
|
|
36
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$5.23M
|
-$8.78K
|
-86
|
-0.2%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.16M
|
+$182K
|
+1,783
|
+4%
|
|
|
38
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.94M
|
-$56K
|
-548
|
-1%
|
|
|
39
|
Atria Wealth Solutions
New York
|
$4.79M
|
+$4.35M
|
+42,640
|
+1,665%
|
|
|
40
|
Private Advisor Group
Morristown,
New Jersey
|
$4.65M
|
+$3.17K
|
+31
|
+0.1%
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$4.11M
|
+$213K
|
+2,082
|
+6%
|
|
|
42
|
EP Wealth Advisors
Torrance,
California
|
$4.03M
|
+$3.9M
|
+38,150
|
New
|
|
|
43
|
|
$3.98M
|
–
|
–
|
–
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$3.83M
|
-$317K
|
-3,101
|
-8%
|
|
|
45
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$3.71M
|
–
|
–
|
–
|
|
|
46
|
Gateway Advisory
Westfield,
New Jersey
|
$3.62M
|
+$80K
|
+783
|
+2%
|
|
|
47
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.52M
|
–
|
–
|
–
|
|
|
48
|
First American Bank
Dundee,
Illinois
|
$3.36M
|
-$8.68K
|
-85
|
-0.3%
|
|
|
49
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.11M
|
+$3M
|
+29,400
|
New
|
|
|
50
|
Coastline Trust
Providence,
Rhode Island
|
$2.99M
|
+$807K
|
+7,900
|
+39%
|
|
