|
51
|
|
$18.5M
|
-$738K
|
-21,643
|
-3%
|
|
|
52
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$17.8M
|
+$332K
|
+9,722
|
+2%
|
|
|
53
|
Private Advisor Group
Morristown,
New Jersey
|
$17.6M
|
-$1.87M
|
-54,819
|
-9%
|
|
|
54
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$17.6M
|
+$681K
|
+19,956
|
+4%
|
|
|
55
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$17.5M
|
+$1.44M
|
+42,123
|
+8%
|
|
|
56
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$16.5M
|
+$225K
|
+6,593
|
+1%
|
|
|
57
|
Meixler Investment Management
Show Low,
Arizona
|
$16.4M
|
-$157K
|
-4,590
|
-0.8%
|
|
|
58
|
Fidelis Capital Partners
Tampa,
Florida
|
$16.4M
|
–
|
–
|
–
|
|
|
59
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$15.6M
|
-$5.8M
|
-169,904
|
-25%
|
|
|
60
|
BIP Wealth
Atlanta,
Georgia
|
$15.5M
|
+$283K
|
+8,296
|
+2%
|
|
|
61
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$15.1M
|
+$1.24M
|
+36,385
|
+8%
|
|
|
62
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$15M
|
-$1.56M
|
-45,782
|
-8%
|
|
|
63
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$14.8M
|
-$449K
|
-13,160
|
-3%
|
|
|
64
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$14.4M
|
+$708K
|
+20,736
|
+5%
|
|
|
65
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.3M
|
+$279K
|
+8,176
|
+2%
|
|
|
66
|
Prospera Financial Services
Dallas,
Texas
|
$14.3M
|
-$588K
|
-17,234
|
-4%
|
|
|
67
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.1M
|
-$426K
|
-12,488
|
-3%
|
|
|
68
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$13.8M
|
+$221K
|
+6,475
|
+1%
|
|
|
69
|
Wealthcare Capital Management
Richmond,
Virginia
|
$13.7M
|
-$474K
|
-13,891
|
-3%
|
|
|
70
|
Essential Partners
Rancho Santa Fe,
California
|
$13.1M
|
+$523K
|
+15,336
|
+4%
|
|
|
71
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$13.1M
|
-$300K
|
-8,795
|
-2%
|
|
|
72
|
Essex Financial Services
Essex,
Connecticut
|
$12.3M
|
+$84.6K
|
+2,480
|
+0.6%
|
|
|
73
|
Asset One Wealth Management
Bellevue,
Washington
|
$12.2M
|
+$922K
|
+27,014
|
+7%
|
|
|
74
|
Global Endowment Management
Charlotte,
North Carolina
|
$11.9M
|
–
|
–
|
–
|
|
|
75
|
Scotia Capital
Toronto,
Ontario, Canada
|
$11.7M
|
-$12.8M
|
-375,459
|
-50%
|
|
