|
26
|
Evergreen Capital Management
Bellevue,
Washington
|
$10.6M
|
+$3.46M
|
+31,860
|
+46%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.36M
|
+$976K
|
+8,986
|
+11%
|
|
|
28
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.28M
|
-$324K
|
-2,978
|
-3%
|
|
|
29
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$8.19M
|
+$536K
|
+4,937
|
+7%
|
|
|
30
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$8.14M
|
+$1.93M
|
+17,801
|
+30%
|
|
|
31
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$7.44M
|
+$405K
|
+3,730
|
+6%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$7.08M
|
+$394K
|
+3,627
|
+6%
|
|
|
33
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$6.63M
|
-$269K
|
-2,478
|
-4%
|
|
|
34
|
|
$6.23M
|
+$400K
|
+3,679
|
+7%
|
|
|
35
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$6.17M
|
+$573K
|
+5,274
|
+10%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$6.15M
|
+$3.27M
|
+30,141
|
+107%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.78M
|
+$643K
|
+5,915
|
+12%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$5.63M
|
-$762K
|
-7,009
|
-12%
|
|
|
39
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$5.23M
|
–
|
–
|
–
|
|
|
40
|
Phoenix Financial
Givatayim,
Israel
|
$4.96M
|
-$1.9M
|
-17,445
|
-27%
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
$4.78M
|
+$147K
|
+1,351
|
+3%
|
|
|
42
|
Harbour Investments
Madison,
Wisconsin
|
$4.18M
|
+$85.7K
|
+789
|
+2%
|
|
|
43
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.14M
|
-$821K
|
-7,561
|
-16%
|
|
|
44
|
EP Wealth Advisors
Torrance,
California
|
$4.11M
|
+$86.5K
|
+796
|
+2%
|
|
|
45
|
|
$3.98M
|
–
|
–
|
–
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$3.9M
|
+$71.8K
|
+661
|
+2%
|
|
|
47
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$3.82M
|
+$3.93M
|
+36,171
|
New
|
|
|
48
|
Atlas Legacy Advisors
Los Angeles,
California
|
$3.82M
|
+$3.93M
|
+36,164
|
New
|
|
|
49
|
First American Bank
Dundee,
Illinois
|
$3.67M
|
+$324K
|
+2,980
|
+9%
|
|
|
50
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.6M
|
+$83.4K
|
+768
|
+2%
|
|
