|
51
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$13M
|
-$595K
|
-15,365
|
-5%
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$12.9M
|
+$169K
|
+4,355
|
+1%
|
|
|
53
|
Blue Edge Capital
Richmond,
Virginia
|
$12.4M
|
-$4.62M
|
-119,435
|
-28%
|
|
|
54
|
Stratos Investment Management
Beachwood,
Ohio
|
$11.6M
|
-$40.5K
|
-1,045
|
-0.4%
|
|
|
55
|
ETF Portfolio Partners
Leawood,
Kansas
|
$11.4M
|
+$199K
|
+5,135
|
+2%
|
|
|
56
|
Advisors Preferred
Rockville,
Maryland
|
$10.3M
|
+$9.92M
|
+256,300
|
New
|
|
|
57
|
Homrich & Berg
Atlanta,
Georgia
|
$9.91M
|
+$226K
|
+5,825
|
+2%
|
|
|
58
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.74M
|
+$99.9K
|
+2,580
|
+1%
|
|
|
59
|
Focused Wealth Management
Newburgh,
New York
|
$9.1M
|
-$596K
|
-15,405
|
-6%
|
|
|
60
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$8.96M
|
+$16.3K
|
+420
|
+0.2%
|
|
|
61
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$8.79M
|
-$1.32M
|
-34,210
|
-14%
|
|
|
62
|
SOL Capital Management
Rockville,
Maryland
|
$8.51M
|
-$1.04M
|
-26,840
|
-11%
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$8.47M
|
-$512K
|
-13,225
|
-6%
|
|
|
64
|
Bank of New York Mellon
New York
|
$8.43M
|
+$199K
|
+5,135
|
+3%
|
|
|
65
|
Portfolio Strategies
Monsey,
New York
|
$8.31M
|
-$619K
|
-15,995
|
-7%
|
|
|
66
|
Cypress Wealth Services
Palm Desert,
California
|
$8.3M
|
+$7.89M
|
+203,705
|
New
|
|
|
67
|
1900 Wealth Management
San Antonio,
Texas
|
$8.22M
|
+$7.81M
|
+201,730
|
New
|
|
|
68
|
Ballentine Partners
Waltham,
Massachusetts
|
$7.98M
|
+$6.18M
|
+159,735
|
+444%
|
|
|
69
|
WealthShield Partners
Cary,
North Carolina
|
$7.93M
|
–
|
–
|
–
|
|
|
70
|
Jackson Wealth Management
Lake Mary,
Florida
|
$7.67M
|
-$207K
|
-5,335
|
-3%
|
|
|
71
|
SPC Financial Inc
Rockville,
Maryland
|
$7.63M
|
-$207K
|
-5,345
|
-3%
|
|
|
72
|
Old National Bancorp
Evansville,
Indiana
|
$7.47M
|
-$105K
|
-2,710
|
-1%
|
|
|
73
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$7.17M
|
–
|
–
|
–
|
|
|
74
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.88M
|
+$356K
|
+9,195
|
+6%
|
|
|
75
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$6.68M
|
+$318K
|
+8,225
|
+5%
|
|
