|
51
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$10M
|
-$1.84M
|
-17,070
|
-16%
|
|
|
52
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$9.92M
|
+$671K
|
+6,215
|
+7%
|
|
|
53
|
Jordan Park Group
San Francisco,
California
|
$9.74M
|
+$2.74M
|
+25,376
|
+39%
|
|
|
54
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$9.65M
|
+$313K
|
+2,900
|
+3%
|
|
|
55
|
Freestone Capital Holdings
Seattle,
Washington
|
$8.97M
|
+$1.47M
|
+13,645
|
+20%
|
|
|
56
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$8.61M
|
+$2.2M
|
+20,370
|
+34%
|
|
|
57
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.59M
|
+$1.34M
|
+12,378
|
+18%
|
|
|
58
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$8.52M
|
+$34.9K
|
+323
|
+0.4%
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$8.39M
|
-$16.6K
|
-154
|
-0.2%
|
|
|
60
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$8.38M
|
–
|
–
|
–
|
|
|
61
|
1607 Capital Partners
Richmond,
Virginia
|
$8.38M
|
+$8.39M
|
+77,700
|
New
|
|
|
62
|
AssetMark Inc
Concord,
California
|
$8.2M
|
+$467K
|
+4,331
|
+6%
|
|
|
63
|
Allen Investment Management
New York
|
$8.17M
|
–
|
–
|
–
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.16M
|
+$3.79M
|
+35,078
|
+86%
|
|
|
65
|
Spire Wealth Management
Mclean,
Virginia
|
$7.69M
|
+$7.7M
|
+71,353
|
New
|
|
|
66
|
Karpus Investment Management
Pittsford,
New York
|
$7.69M
|
-$6.29M
|
-58,308
|
-45%
|
|
|
67
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$7.67M
|
+$7.23M
|
+66,982
|
+1,613%
|
|
|
68
|
Soltis Investment Advisors
St. George,
Utah
|
$7.47M
|
+$2.33M
|
+21,621
|
+45%
|
|
|
69
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.21M
|
+$1.55M
|
+14,323
|
+27%
|
|
|
70
|
M&T Bank
Buffalo,
New York
|
$7.05M
|
+$4.59M
|
+42,495
|
+186%
|
|
|
71
|
West Financial Advisors
Des Moines,
Iowa
|
$7.05M
|
+$2.55M
|
+23,661
|
+57%
|
|
|
72
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.01M
|
+$98.7K
|
+915
|
+1%
|
|
|
73
|
PFS Investments
Duluth,
Georgia
|
$6.91M
|
+$1.52M
|
+14,093
|
+28%
|
|
|
74
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$6.7M
|
+$1.77M
|
+16,360
|
+36%
|
|
|
75
|
Willis Johnson & Associates
Houston,
Texas
|
$6.67M
|
+$111K
|
+1,029
|
+2%
|
|
