|
101
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$7.39M
|
+$355K
|
+4,220
|
+5%
|
|
|
102
|
PagnatoKarp Partners
Reston,
Virginia
|
$7.38M
|
+$7.25M
|
+86,271
|
New
|
|
|
103
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.38M
|
+$219K
|
+2,604
|
+3%
|
|
|
104
|
Credit Suisse
Zurich,
Switzerland
|
$6.98M
|
+$2.94M
|
+35,000
|
+75%
|
|
|
105
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.94M
|
+$119K
|
+1,422
|
+2%
|
|
|
106
|
Venturi Wealth Management
Austin,
Texas
|
$6.76M
|
+$213K
|
+2,535
|
+3%
|
|
|
107
|
Threshold Group
Seattle,
Washington
|
$6.5M
|
+$6.09M
|
+72,489
|
+2,045%
|
|
|
108
|
J. Safra Asset Management
New York
|
$6.37M
|
+$590K
|
+7,018
|
+10%
|
|
|
109
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$6.36M
|
+$6.25M
|
+74,358
|
New
|
|
|
110
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$6.29M
|
+$258K
|
+3,067
|
+4%
|
|
|
111
|
Cetera Advisor Networks
El Segundo,
California
|
$6.19M
|
-$2.6M
|
-30,920
|
-30%
|
|
|
112
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.89M
|
+$64.4K
|
+767
|
+1%
|
|
|
113
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$5.72M
|
+$1.62M
|
+19,317
|
+41%
|
|
|
114
|
Neumann Capital Management
Foster City,
California
|
$5.61M
|
-$156K
|
-1,860
|
-3%
|
|
|
115
|
UMB Bank
Kansas City,
Missouri
|
$5.42M
|
+$2.54M
|
+30,215
|
+91%
|
|
|
116
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$5.37M
|
-$82.3K
|
-980
|
-2%
|
|
|
117
|
Simon Quick Advisors
Morristown,
New Jersey
|
$5.34M
|
+$5.25M
|
+62,444
|
New
|
|
|
118
|
Fagan Associates
Troy,
New York
|
$5.31M
|
-$947K
|
-11,267
|
-15%
|
|
|
119
|
Friedenthal Financial
Marlton,
New Jersey
|
$5.24M
|
-$551K
|
-6,564
|
-10%
|
|
|
120
|
WhitTier Trust Company
Reno,
Nevada
|
$5.17M
|
+$476K
|
+5,667
|
+10%
|
|
|
121
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$5.12M
|
+$92.8K
|
+1,105
|
+2%
|
|
|
122
|
Geode Capital Management
Boston,
Massachusetts
|
$4.96M
|
–
|
–
|
–
|
|
|
123
|
Flaharty Asset Management
Clearwater,
Florida
|
$4.86M
|
+$4.76M
|
+56,627
|
New
|
|
|
124
|
Atria Investments
Charlotte,
North Carolina
|
$4.85M
|
+$4.34M
|
+51,616
|
+1,010%
|
|
|
125
|
Central Trust Company
Jefferson City,
Missouri
|
$4.75M
|
+$224K
|
+2,664
|
+5%
|
|
