|
26
|
InterOcean Capital Group
Nashville,
Tennessee
|
$23.5M
|
+$23.6M
|
+476,875
|
New
|
|
|
27
|
Allspring Global Investments
Charlotte,
North Carolina
|
$17.4M
|
–
|
–
|
–
|
|
|
28
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$16.9M
|
-$392K
|
-7,937
|
-2%
|
|
|
29
|
Montecito Bank & Trust
Santa Barbara,
California
|
$16.7M
|
-$2.61M
|
-52,845
|
-13%
|
|
|
30
|
Signify Wealth
Saint Louis,
Missouri
|
$16.3M
|
+$16.3M
|
+330,295
|
New
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$15.8M
|
+$494K
|
+9,994
|
+3%
|
|
|
32
|
Pinnacle Associates
New York
|
$14.2M
|
-$671K
|
-13,576
|
-4%
|
|
|
33
|
Matthew Hamilton Rosenberg
|
$14.2M
|
+$3.11M
|
+62,874
|
+28%
|
|
|
34
|
AssetMark Inc
Concord,
California
|
$13.9M
|
+$6.84M
|
+138,445
|
+96%
|
|
|
35
|
Relative Value Partners Group
|
$13.4M
|
-$12M
|
-243,362
|
-47%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$13.4M
|
+$7.08M
|
+143,317
|
+112%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13M
|
+$2.45M
|
+49,642
|
+23%
|
|
|
38
|
American Portfolios Advisors
Holbrook,
New York
|
$11.5M
|
-$1.04M
|
-21,106
|
-8%
|
|
|
39
|
UBP Investment Advisors
Geneva,
Switzerland
|
$11.4M
|
+$11.1M
|
+224,231
|
+3,040%
|
|
|
40
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$11.2M
|
-$548K
|
-11,085
|
-5%
|
|
|
41
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$11.1M
|
-$8.98M
|
-181,680
|
-45%
|
|
|
42
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$10.9M
|
+$83.7K
|
+1,693
|
+0.8%
|
|
|
43
|
|
$10.7M
|
-$571K
|
-11,556
|
-5%
|
|
|
44
|
KWMG LLC
Overland Park,
Kansas
|
$10.2M
|
-$209K
|
-4,238
|
-2%
|
|
|
45
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$10.2M
|
+$10.2M
|
+206,800
|
New
|
|
|
46
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$9.25M
|
-$239K
|
-4,845
|
-3%
|
|
|
47
|
Financial Life Advisors
San Antonio,
Texas
|
$9.07M
|
-$64.6K
|
-1,307
|
-0.7%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.77M
|
+$535K
|
+10,833
|
+6%
|
|
|
49
|
Denver PWM
Denver,
Colorado
|
$8.76M
|
-$829K
|
-16,768
|
-9%
|
|
|
50
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$8.69M
|
-$109K
|
-2,203
|
-1%
|
|
