|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$43M
|
+$1.4M
|
+37,939
|
+3%
|
|
|
2
|
Novare Capital Management
Charlotte,
North Carolina
|
$25.2M
|
+$1.1M
|
+29,935
|
+5%
|
|
|
3
|
Watchman Group
Plano,
Texas
|
$21.3M
|
+$2.56M
|
+69,397
|
+14%
|
|
|
4
|
|
$13.8M
|
+$883K
|
+23,971
|
+7%
|
|
|
5
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$9.09M
|
+$1.91M
|
+51,884
|
+26%
|
|
|
6
|
Fulton Bank
Lancaster,
Pennsylvania
|
$8.33M
|
+$1.15M
|
+31,104
|
+16%
|
|
|
7
|
Atwood & Palmer
Kansas City,
Missouri
|
$6.76M
|
-$81.7K
|
-2,219
|
-1%
|
|
|
8
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.54M
|
+$478K
|
+12,983
|
+8%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.44M
|
+$808K
|
+21,929
|
+22%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$4.35M
|
+$776K
|
+21,074
|
+22%
|
|
|
11
|
Acima Private Wealth
Richmond,
Virginia
|
$3.3M
|
+$789K
|
+21,430
|
+31%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.17M
|
+$614K
|
+16,673
|
+24%
|
|
|
13
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$2.96M
|
+$248K
|
+6,727
|
+9%
|
|
|
14
|
|
$2.79M
|
+$2.81M
|
+76,236
|
New
|
|
|
15
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$2.51M
|
+$1.29K
|
+35
|
+0.1%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$2.29M
|
+$85.3K
|
+2,315
|
+4%
|
|
|
17
|
InTrack Investment Management
South Burlington,
Vermont
|
$1.98M
|
-$8.07K
|
-219
|
-0.4%
|
|
|
18
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$1.2M
|
+$68.3K
|
+1,854
|
+6%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$887K
|
-$8.33M
|
-226,193
|
-90%
|
|
|
20
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$781K
|
-$55.2K
|
-1,500
|
-7%
|
|
|
21
|
GTS Securities
Miami,
Florida
|
$718K
|
-$2.26M
|
-61,265
|
-76%
|
|
|
22
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$646K
|
+$422K
|
+11,465
|
+185%
|
|
|
23
|
Two Sigma Investments
New York
|
$571K
|
+$346K
|
+9,400
|
+152%
|
|
|
24
|
Private Trust Company
Cleveland,
Ohio
|
$421K
|
-$20.4K
|
-555
|
-5%
|
|
|
25
|
CIBC World Market
Toronto,
Ontario, Canada
|
$400K
|
–
|
–
|
–
|
|
