|
26
|
Stifel Financial
St. Louis,
Missouri
|
$1.91M
|
+$1.5M
|
+26,382
|
+325%
|
|
|
27
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.82M
|
+$1.27M
|
+22,348
|
+214%
|
|
|
28
|
Bank of New York Mellon
New York
|
$1.82M
|
-$46.2K
|
-812
|
-2%
|
|
|
29
|
Destination Wealth Management
Walnut Creek,
California
|
$1.61M
|
-$114K
|
-2,006
|
-6%
|
|
|
30
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.6M
|
–
|
–
|
–
|
|
|
31
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.47M
|
+$10.2K
|
+180
|
+0.7%
|
|
|
32
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.46M
|
+$1.5M
|
+26,422
|
New
|
|
|
33
|
|
$1.46M
|
+$41.8K
|
+734
|
+3%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$1.26M
|
+$24.6K
|
+432
|
+2%
|
|
|
35
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.24M
|
+$172K
|
+3,020
|
+16%
|
|
|
36
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.2M
|
+$81K
|
+1,424
|
+7%
|
|
|
37
|
Private Capital Group
West Hartford,
Connecticut
|
$1.2M
|
–
|
–
|
–
|
|
|
38
|
Accredited Investors
Edina,
Minnesota
|
$1.19M
|
-$29.8K
|
-524
|
-2%
|
|
|
39
|
Manchester Capital Management
Manchester,
Vermont
|
$1.09M
|
+$302K
|
+5,302
|
+37%
|
|
|
40
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.08M
|
+$48.1K
|
+846
|
+5%
|
|
|
41
|
FundX Investment Group
San Francisco,
California
|
$1.04M
|
-$43.2K
|
-760
|
-4%
|
|
|
42
|
KeyBank National Association
Cleveland,
Ohio
|
$1.03M
|
+$172K
|
+3,020
|
+19%
|
|
|
43
|
Evercore Wealth Management
New York
|
$1.01M
|
–
|
–
|
–
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$1M
|
+$83.5K
|
+1,468
|
+9%
|
|
|
45
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$988K
|
+$1.01M
|
+17,820
|
New
|
|
|
46
|
Bailard
Foster City,
California
|
$965K
|
-$62.7K
|
-1,102
|
-6%
|
|
|
47
|
William Blair & Company
Chicago,
Illinois
|
$914K
|
–
|
–
|
–
|
|
|
48
|
Cambria Investment Management
Manhattan Beach,
California
|
$901K
|
+$925K
|
+16,254
|
New
|
|
|
49
|
Gould Asset Management
Claremont,
California
|
$900K
|
-$179K
|
-3,140
|
-16%
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$887K
|
+$575K
|
+10,110
|
+171%
|
|
