|
26
|
Bank of New York Mellon
New York
|
$7.85M
|
–
|
–
|
–
|
|
|
27
|
American Investment Services
Great Barrington,
Massachusetts
|
$7.56M
|
+$68.9K
|
+645
|
+1%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.17M
|
-$203K
|
-1,902
|
-3%
|
|
|
29
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.79M
|
-$1.33M
|
-12,490
|
-17%
|
|
|
30
|
Darwin Wealth Management
Tampa,
Florida
|
$5.96M
|
+$352K
|
+3,294
|
+7%
|
|
|
31
|
Capital Investment Advisors
Atlanta,
Georgia
|
$5.72M
|
+$98.1K
|
+919
|
+2%
|
|
|
32
|
Old National Bancorp
Evansville,
Indiana
|
$5.29M
|
+$30K
|
+281
|
+0.6%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.18M
|
+$137K
|
+1,285
|
+3%
|
|
|
34
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$4.74M
|
+$236K
|
+2,212
|
+6%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$4.55M
|
-$618K
|
-5,791
|
-12%
|
|
|
36
|
Next Financial Group
Houston,
Texas
|
$4.49M
|
-$155K
|
-1,455
|
-3%
|
|
|
37
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.2M
|
-$74.4K
|
-697
|
-2%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4M
|
+$234K
|
+2,188
|
+7%
|
|
|
39
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$3.91M
|
+$3.74M
|
+34,988
|
New
|
|
|
40
|
Paracle Advisors
Mercer Island,
Washington
|
$3.9M
|
-$272K
|
-2,549
|
-7%
|
|
|
41
|
Sandy Spring Bank
Olney,
Maryland
|
$3.55M
|
-$160K
|
-1,499
|
-5%
|
|
|
42
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.42M
|
+$3.26M
|
+30,575
|
New
|
|
|
43
|
Black Diamond Financial
Towson,
Maryland
|
$3.3M
|
-$79K
|
-740
|
-2%
|
|
|
44
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.04M
|
-$155K
|
-1,450
|
-5%
|
|
|
45
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$2.78M
|
–
|
–
|
–
|
|
|
46
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.7M
|
-$45.4K
|
-425
|
-2%
|
|
|
47
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$2.65M
|
+$2.54M
|
+23,755
|
New
|
|
|
48
|
Portfolio Solutions
Royal Oak,
Michigan
|
$2.56M
|
+$2.45M
|
+22,938
|
New
|
|
|
49
|
Parallel Advisors
San Francisco,
California
|
$2.53M
|
-$158K
|
-1,481
|
-6%
|
|
|
50
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.21M
|
+$470K
|
+4,403
|
+29%
|
|
