|
51
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$12.9M
|
+$13M
|
+510,000
|
New
|
|
|
52
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$12.4M
|
+$12.5M
|
+491,391
|
New
|
|
|
53
|
Davenport & Co
Richmond,
Virginia
|
$12.3M
|
-$1.34M
|
-52,610
|
-10%
|
|
|
54
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$12.2M
|
-$631K
|
-24,780
|
-5%
|
|
|
55
|
Tidal Investments
Milwaukee,
Wisconsin
|
$11.7M
|
+$11.9M
|
+465,229
|
New
|
|
|
56
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$11.4M
|
+$1.21M
|
+47,333
|
+12%
|
|
|
57
|
Nomura Asset Management
Tokyo,
Japan
|
$11.1M
|
–
|
–
|
–
|
|
|
58
|
Mariner
Overland Park,
Kansas
|
$10.7M
|
-$2.92M
|
-114,646
|
-21%
|
|
|
59
|
Merit Financial Group
Alpharetta,
Georgia
|
$10.6M
|
-$34.2K
|
-1,344
|
-0.3%
|
|
|
60
|
&Partners
Nashville,
Tennessee
|
$10.5M
|
+$2.77M
|
+108,585
|
+36%
|
|
|
61
|
Cantor Fitzgerald Investment Advisors
New York
|
$10.4M
|
-$199K
|
-7,790
|
-2%
|
|
|
62
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.2M
|
+$2.23M
|
+87,613
|
+28%
|
|
|
63
|
Allspring Global Investments
Charlotte,
North Carolina
|
$10.2M
|
–
|
–
|
–
|
|
|
64
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.38M
|
+$17.6K
|
+690
|
+0.2%
|
|
|
65
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$9.09M
|
-$1.35M
|
-52,985
|
-13%
|
|
|
66
|
Echo45 Advisors
Walnut Creek,
California
|
$8.49M
|
-$2.42M
|
-95,032
|
-22%
|
|
|
67
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.39M
|
+$670K
|
+26,298
|
+9%
|
|
|
68
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$8.28M
|
+$189K
|
+7,429
|
+2%
|
|
|
69
|
Park Avenue Securities
New York
|
$8.24M
|
+$1.72M
|
+67,418
|
+26%
|
|
|
70
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$7.89M
|
+$275K
|
+10,801
|
+4%
|
|
|
71
|
Holt Capital Partners
Fort Worth,
Texas
|
$7.63M
|
+$290K
|
+11,397
|
+4%
|
|
|
72
|
Caldwell Trust
Venice,
Florida
|
$7.61M
|
+$601K
|
+23,595
|
+8%
|
|
|
73
|
Great Lakes Retirement
Sandusky,
Ohio
|
$7.57M
|
+$93K
|
+3,649
|
+1%
|
|
|
74
|
Waterloo Capital
Austin,
Texas
|
$7.28M
|
+$599K
|
+23,497
|
+9%
|
|
|
75
|
Little Harbor Advisors
Marblehead,
Massachusetts
|
$7.21M
|
+$383K
|
+15,030
|
+6%
|
|
