|
51
|
Intersect Capital
San Ramon,
California
|
$15.6M
|
-$479K
|
-13,515
|
-3%
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$14.9M
|
-$3.21M
|
-90,677
|
-17%
|
|
|
53
|
Citizens Business Bank
Ontario,
California
|
$14.2M
|
-$3.61M
|
-101,779
|
-20%
|
|
|
54
|
|
$14.2M
|
-$72.9M
|
-2,057,431
|
-83%
|
|
|
55
|
Welch & Forbes
Boston,
Massachusetts
|
$14.2M
|
-$3.55M
|
-100,320
|
-20%
|
|
|
56
|
|
$13.5M
|
-$1.81M
|
-51,235
|
-11%
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$13.3M
|
-$142M
|
-4,020,892
|
-91%
|
|
|
58
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$13.1M
|
-$2.43M
|
-68,533
|
-15%
|
|
|
59
|
Wharton Business Group
Malvern,
Pennsylvania
|
$13M
|
-$42.8M
|
-1,209,232
|
-76%
|
|
|
60
|
PFS Investments
Duluth,
Georgia
|
$12.8M
|
+$3.3M
|
+93,262
|
+34%
|
|
|
61
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$12.7M
|
-$1.63M
|
-45,931
|
-11%
|
|
|
62
|
Avantax Planning Partners
Dubuque,
Iowa
|
$12.6M
|
+$12.5M
|
+351,756
|
+2,007%
|
|
|
63
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$12.1M
|
-$4.67M
|
-131,798
|
-27%
|
|
|
64
|
Patriot Wealth Management
Houston,
Texas
|
$11.7M
|
+$144K
|
+4,062
|
+1%
|
|
|
65
|
FDx Advisors
Chicago,
Illinois
|
$11.7M
|
+$358K
|
+10,118
|
+3%
|
|
|
66
|
Huntington National Bank
Columbus,
Ohio
|
$11.2M
|
–
|
–
|
–
|
|
|
67
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$11.1M
|
-$400K
|
-11,292
|
-3%
|
|
|
68
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$11.1M
|
+$2.03M
|
+57,212
|
+21%
|
|
|
69
|
D.J. St. Germain
Springfield,
Massachusetts
|
$10.9M
|
-$2.3M
|
-65,073
|
-17%
|
|
|
70
|
Venturi Wealth Management
Austin,
Texas
|
$10.9M
|
+$11.1M
|
+314,330
|
New
|
|
|
71
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$10.5M
|
+$1.93M
|
+54,362
|
+21%
|
|
|
72
|
|
$10.4M
|
-$374M
|
-10,568,318
|
-97%
|
|
|
73
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$10.3M
|
+$10.7M
|
+301,008
|
New
|
|
|
74
|
HighTower Advisors
Chicago,
Illinois
|
$9.88M
|
+$3.21M
|
+90,633
|
+46%
|
|
|
75
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$9.7M
|
-$1.51M
|
-42,737
|
-13%
|
|
