|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$40.9M
|
+$4.18M
|
+120,530
|
+12%
|
|
|
2
|
Novare Capital Management
Charlotte,
North Carolina
|
$23.7M
|
+$2.45M
|
+70,653
|
+12%
|
|
|
3
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$22.3M
|
+$449K
|
+12,948
|
+2%
|
|
|
4
|
Watchman Group
Plano,
Texas
|
$18.4M
|
+$17.7M
|
+512,100
|
New
|
|
|
5
|
|
$12.7M
|
-$2.03M
|
-58,587
|
-14%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.02M
|
+$3.22M
|
+92,917
|
+59%
|
|
|
7
|
Fulton Bank
Lancaster,
Pennsylvania
|
$7.07M
|
+$1.21M
|
+35,043
|
+22%
|
|
|
8
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$7.07M
|
+$2.61M
|
+75,308
|
+62%
|
|
|
9
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.73M
|
+$4.24M
|
+122,465
|
+190%
|
|
|
10
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.97M
|
+$303K
|
+8,752
|
+6%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.57M
|
+$76.8K
|
+2,216
|
+2%
|
|
|
12
|
MML Investors Services
Springfield,
Massachusetts
|
$3.52M
|
+$89.8K
|
+2,592
|
+3%
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$2.91M
|
+$139K
|
+4,025
|
+5%
|
|
|
14
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$2.67M
|
+$85.3K
|
+2,463
|
+3%
|
|
|
15
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.52M
|
+$2.42M
|
+69,910
|
New
|
|
|
16
|
Acima Private Wealth
Richmond,
Virginia
|
$2.47M
|
+$22.3K
|
+644
|
+0.9%
|
|
|
17
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$2.47M
|
+$368K
|
+10,615
|
+18%
|
|
|
18
|
Advisory Services Network
Atlanta,
Georgia
|
$2.06M
|
–
|
–
|
–
|
|
|
19
|
InTrack Investment Management
South Burlington,
Vermont
|
$1.98M
|
-$35.4K
|
-1,021
|
-2%
|
|
|
20
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$1.11M
|
+$52.7K
|
+1,522
|
+5%
|
|
|
21
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$796K
|
+$39.8K
|
+1,150
|
+5%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$595K
|
+$107K
|
+3,077
|
+23%
|
|
|
23
|
Private Trust Company
Cleveland,
Ohio
|
$434K
|
-$10.4K
|
-300
|
-2%
|
|
|
24
|
CIBC World Market
Toronto,
Ontario, Canada
|
$394K
|
+$10.4K
|
+300
|
+3%
|
|
|
25
|
|
$356K
|
+$343K
|
+9,897
|
New
|
|
