|
51
|
Welch & Forbes
Boston,
Massachusetts
|
$15.9M
|
-$1.96M
|
-62,874
|
-11%
|
|
|
52
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$15.6M
|
-$65.7K
|
-2,110
|
-0.4%
|
|
|
53
|
Cordoba Advisory Partners
New York
|
$15.5M
|
+$932K
|
+29,919
|
+6%
|
|
|
54
|
&Partners
Nashville,
Tennessee
|
$15.4M
|
+$404K
|
+12,968
|
+3%
|
|
|
55
|
Ballast Inc
Lexington,
Kentucky
|
$13.7M
|
+$701K
|
+22,512
|
+5%
|
|
|
56
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.7M
|
+$689K
|
+22,116
|
+5%
|
|
|
57
|
Stephens Inc
Little Rock,
Arkansas
|
$13.6M
|
-$1.46M
|
-46,840
|
-9%
|
|
|
58
|
Park Avenue Securities
New York
|
$13.4M
|
+$13.7M
|
+438,413
|
New
|
|
|
59
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.8M
|
-$186K
|
-5,967
|
-1%
|
|
|
60
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$12.4M
|
-$124K
|
-3,981
|
-1%
|
|
|
61
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.3M
|
+$670K
|
+21,519
|
+6%
|
|
|
62
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.3M
|
+$639K
|
+20,520
|
+5%
|
|
|
63
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.2M
|
-$2.58M
|
-82,771
|
-17%
|
|
|
64
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.9M
|
-$2.95M
|
-94,581
|
-19%
|
|
|
65
|
Conning Inc
Hartford,
Connecticut
|
$11.9M
|
–
|
–
|
–
|
|
|
66
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$11.8M
|
-$403K
|
-12,936
|
-3%
|
|
|
67
|
SBI Securities
Tokyo,
Japan
|
$11.7M
|
-$1.2M
|
-38,576
|
-9%
|
|
|
68
|
Collective Family Office
York,
Pennsylvania
|
$10.6M
|
+$55.4K
|
+1,778
|
+0.5%
|
|
|
69
|
Stablepoint Partners
Braintree,
Massachusetts
|
$10.6M
|
+$218K
|
+6,999
|
+2%
|
|
|
70
|
Bramshill Investments
Naples,
Florida
|
$10.5M
|
+$9.16M
|
+294,247
|
+582%
|
|
|
71
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$10.3M
|
+$1.03M
|
+33,005
|
+11%
|
|
|
72
|
Focus Partners Wealth
Boston,
Massachusetts
|
$9.77M
|
-$934K
|
-29,994
|
-9%
|
|
|
73
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$9.73M
|
-$575K
|
-18,467
|
-5%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.49M
|
+$50K
|
+1,605
|
+0.5%
|
|
|
75
|
Prospera Financial Services
Dallas,
Texas
|
$9.17M
|
+$1.08M
|
+34,742
|
+13%
|
|
