|
26
|
Coign Capital Advisors
Draper,
Utah
|
$10.8M
|
-$121K
|
-1,216
|
-1%
|
|
|
27
|
Savant Capital
Rockford,
Illinois
|
$10.2M
|
-$888K
|
-8,935
|
-8%
|
|
|
28
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.7M
|
-$1.93M
|
-19,455
|
-19%
|
|
|
29
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$8.46M
|
+$286K
|
+2,873
|
+4%
|
|
|
30
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$8.17M
|
-$93.5K
|
-941
|
-1%
|
|
|
31
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$8.14M
|
+$681K
|
+6,850
|
+10%
|
|
|
32
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$8.06M
|
+$1.64M
|
+16,495
|
+27%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$7.46M
|
+$355K
|
+3,568
|
+5%
|
|
|
34
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.64M
|
+$497K
|
+4,999
|
+9%
|
|
|
35
|
Sentinel Trust
Houston,
Texas
|
$6.48M
|
-$2.43M
|
-24,400
|
-28%
|
|
|
36
|
Soltis Investment Advisors
St. George,
Utah
|
$6.48M
|
-$1.67M
|
-16,771
|
-21%
|
|
|
37
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.38M
|
+$5.52M
|
+55,569
|
+1,064%
|
|
|
38
|
Brown Advisory
Baltimore,
Maryland
|
$6.29M
|
+$5.52M
|
+55,501
|
+1,249%
|
|
|
39
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$5.7M
|
-$544K
|
-5,476
|
-9%
|
|
|
40
|
|
$5.4M
|
-$878K
|
-8,830
|
-15%
|
|
|
41
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$5.19M
|
-$7.75K
|
-78
|
-0.2%
|
|
|
42
|
Checchi Capital Advisers
Beverly Hills,
California
|
$4.62M
|
+$579K
|
+5,821
|
+15%
|
|
|
43
|
Rockefeller Capital Management
New York
|
$4.62M
|
+$45.5K
|
+458
|
+1%
|
|
|
44
|
|
$4.61M
|
-$1.3M
|
-13,057
|
-23%
|
|
|
45
|
Private Advisor Group
Morristown,
New Jersey
|
$4.48M
|
-$112K
|
-1,124
|
-3%
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$4.46M
|
+$276K
|
+2,779
|
+7%
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$4.38M
|
+$389K
|
+3,909
|
+10%
|
|
|
48
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.16M
|
–
|
–
|
–
|
|
|
49
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$4.02M
|
+$113K
|
+1,141
|
+3%
|
|
|
50
|
EP Wealth Advisors
Torrance,
California
|
$4.01M
|
+$7.95K
|
+80
|
+0.2%
|
|
