|
51
|
Integrated Advisors Network
Dallas,
Texas
|
$10.5M
|
-$3.32M
|
-30,771
|
-24%
|
|
|
52
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$10.5M
|
+$2.12M
|
+19,621
|
+25%
|
|
|
53
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$10.5M
|
-$231K
|
-2,143
|
-2%
|
|
|
54
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$10.2M
|
+$233K
|
+2,162
|
+2%
|
|
|
55
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$9.96M
|
+$1.35M
|
+12,488
|
+16%
|
|
|
56
|
1607 Capital Partners
Richmond,
Virginia
|
$9.76M
|
+$1.38M
|
+12,800
|
+16%
|
|
|
57
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.73M
|
+$1.14M
|
+10,598
|
+13%
|
|
|
58
|
|
$9.69M
|
+$6.07M
|
+56,314
|
+168%
|
|
|
59
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$9.64M
|
-$16.2K
|
-150
|
-0.2%
|
|
|
60
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$9.44M
|
-$576K
|
-5,340
|
-6%
|
|
|
61
|
Freestone Capital Holdings
Seattle,
Washington
|
$9.37M
|
+$397K
|
+3,680
|
+4%
|
|
|
62
|
Jordan Park Group
San Francisco,
California
|
$8.71M
|
-$1.03M
|
-9,511
|
-11%
|
|
|
63
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$8.49M
|
-$29.6K
|
-275
|
-0.3%
|
|
|
64
|
Principal Financial Group
Des Moines,
Iowa
|
$8.45M
|
+$2.05M
|
+19,000
|
+32%
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.28M
|
+$1.28M
|
+11,828
|
+18%
|
|
|
66
|
Soltis Investment Advisors
St. George,
Utah
|
$8.18M
|
+$713K
|
+6,617
|
+10%
|
|
|
67
|
Allen Investment Management
New York
|
$8.17M
|
–
|
–
|
–
|
|
|
68
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$7.86M
|
+$186K
|
+1,722
|
+2%
|
|
|
69
|
Adell Harriman & Carpenter
Houston,
Texas
|
$7.76M
|
+$5.48M
|
+50,815
|
+240%
|
|
|
70
|
Oppenheimer & Co
New York
|
$7.7M
|
+$1.79M
|
+16,585
|
+30%
|
|
|
71
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.6M
|
+$394K
|
+3,656
|
+5%
|
|
|
72
|
Creative Planning
Overland Park,
Kansas
|
$7.55M
|
-$841K
|
-7,802
|
-10%
|
|
|
73
|
Karpus Investment Management
Pittsford,
New York
|
$7.48M
|
-$204K
|
-1,895
|
-3%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$7.45M
|
+$6.38M
|
+59,138
|
+594%
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.22M
|
-$943K
|
-8,749
|
-12%
|
|
