|
26
|
Coign Capital Advisors
Draper,
Utah
|
$10.3M
|
-$660K
|
-6,269
|
-6%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.1M
|
-$96.1K
|
-913
|
-0.9%
|
|
|
28
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.1M
|
+$1.51M
|
+14,369
|
+16%
|
|
|
29
|
Sentinel Trust
Houston,
Texas
|
$8.5M
|
-$4.21M
|
-40,000
|
-32%
|
|
|
30
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$7.78M
|
+$168K
|
+1,598
|
+2%
|
|
|
31
|
Soltis Investment Advisors
St. George,
Utah
|
$7.74M
|
-$8.19M
|
-77,823
|
-50%
|
|
|
32
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$7.67M
|
+$14.6K
|
+139
|
+0.2%
|
|
|
33
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$6.98M
|
+$16.1K
|
+153
|
+0.2%
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$6.66M
|
+$41.2K
|
+392
|
+0.6%
|
|
|
35
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$5.95M
|
+$192K
|
+1,828
|
+3%
|
|
|
36
|
|
$5.95M
|
+$130K
|
+1,236
|
+2%
|
|
|
37
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$5.9M
|
-$324K
|
-3,075
|
-5%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.75M
|
+$364K
|
+3,458
|
+6%
|
|
|
39
|
|
$5.62M
|
+$5.99M
|
+56,952
|
New
|
|
|
40
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$4.89M
|
–
|
–
|
–
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
$4.33M
|
-$158K
|
-1,501
|
-3%
|
|
|
42
|
Rockefeller Capital Management
New York
|
$4.29M
|
-$1.55M
|
-14,777
|
-25%
|
|
|
43
|
Harbour Investments
Madison,
Wisconsin
|
$3.92M
|
+$2.84K
|
+27
|
+0.1%
|
|
|
44
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.91M
|
+$36.4K
|
+346
|
+0.9%
|
|
|
45
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.77M
|
+$430K
|
+4,085
|
+12%
|
|
|
46
|
EP Wealth Advisors
Torrance,
California
|
$3.77M
|
-$83.7K
|
-796
|
-2%
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$3.74M
|
+$1.17M
|
+11,120
|
+42%
|
|
|
48
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$3.67M
|
+$107K
|
+1,013
|
+3%
|
|
|
49
|
Atlas Legacy Advisors
Los Angeles,
California
|
$3.62M
|
-$62.3K
|
-592
|
-2%
|
|
|
50
|
Phoenix Financial
Givatayim,
Israel
|
$3.58M
|
-$1.13M
|
-10,723
|
-23%
|
|
