|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.6M
|
+$776K
|
+7,750
|
+8%
|
|
|
27
|
The Family Firm
Bethesda,
Maryland
|
$9.59M
|
-$97.2K
|
-970
|
-1%
|
|
|
28
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.1M
|
-$282K
|
-2,814
|
-3%
|
|
|
29
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$8.77M
|
-$169K
|
-1,687
|
-2%
|
|
|
30
|
Courier Capital
Buffalo,
New York
|
$8.49M
|
+$194K
|
+1,935
|
+2%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.26M
|
-$2.62M
|
-26,198
|
-24%
|
|
|
32
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$7.87M
|
–
|
–
|
–
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.78M
|
+$64.8K
|
+647
|
+0.8%
|
|
|
34
|
Bank of New York Mellon
New York
|
$7.77M
|
+$21.1K
|
+211
|
+0.3%
|
|
|
35
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.77M
|
-$1.72M
|
-17,205
|
-18%
|
|
|
36
|
Alesco Advisors
Pittsford,
New York
|
$7.59M
|
+$2.19M
|
+21,889
|
+41%
|
|
|
37
|
Oppenheimer & Co
New York
|
$6.81M
|
+$60.3K
|
+602
|
+0.9%
|
|
|
38
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$6.79M
|
+$3.42M
|
+34,136
|
+101%
|
|
|
39
|
|
$6.75M
|
-$4M
|
-39,902
|
-37%
|
|
|
40
|
Private Advisor Group
Morristown,
New Jersey
|
$6.73M
|
+$110K
|
+1,094
|
+2%
|
|
|
41
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.7M
|
+$1.16M
|
+11,589
|
+21%
|
|
|
42
|
Rockland Trust
Hanover,
Massachusetts
|
$6.7M
|
+$1.01M
|
+10,080
|
+18%
|
|
|
43
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$6.64M
|
-$563K
|
-5,622
|
-8%
|
|
|
44
|
United Capital Financial Advisors
Irving,
Texas
|
$6.48M
|
-$594K
|
-5,932
|
-8%
|
|
|
45
|
Surevest
Los Angeles,
California
|
$6.47M
|
-$110K
|
-1,096
|
-2%
|
|
|
46
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$6.22M
|
+$6.22M
|
+62,131
|
New
|
|
|
47
|
Cambridge Associates
Boston,
Massachusetts
|
$6.21M
|
+$4.42M
|
+44,142
|
+247%
|
|
|
48
|
Freedom Investment Management
Hartford,
Connecticut
|
$6.16M
|
-$1.03M
|
-10,254
|
-14%
|
|
|
49
|
CPWM LLC
Seattle,
Washington
|
$6.15M
|
-$192K
|
-1,915
|
-3%
|
|
|
50
|
|
$6M
|
-$4.09M
|
-40,801
|
-41%
|
|
