|
26
|
|
$6.45M
|
+$1.01M
|
+18,504
|
+20%
|
|
|
27
|
Zhang Financial
Portage,
Michigan
|
$6.36M
|
+$954K
|
+17,508
|
+19%
|
|
|
28
|
Horizon Investments
Charlotte,
North Carolina
|
$6.35M
|
-$1.04M
|
-19,038
|
-15%
|
|
|
29
|
Founders Financial Securities
Towson,
Maryland
|
$6.3M
|
-$1.09M
|
-19,921
|
-15%
|
|
|
30
|
|
$5.56M
|
+$843K
|
+15,471
|
+19%
|
|
|
31
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.54M
|
–
|
–
|
–
|
|
|
32
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.53M
|
-$1.78M
|
-32,732
|
-25%
|
|
|
33
|
Bank of New York Mellon
New York
|
$5.5M
|
-$55
|
-1
|
-0%
|
|
|
34
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$5.42M
|
+$527K
|
+9,662
|
+11%
|
|
|
35
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.24M
|
-$220K
|
-4,045
|
-5%
|
|
|
36
|
Ariel Investments
Chicago,
Illinois
|
$4.1M
|
+$252K
|
+4,623
|
+7%
|
|
|
37
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.07M
|
+$710K
|
+13,027
|
+23%
|
|
|
38
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.75M
|
–
|
–
|
–
|
|
|
39
|
Lehman Financial Resources
Media,
Pennsylvania
|
$3.52M
|
–
|
–
|
–
|
|
|
40
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.5M
|
–
|
–
|
–
|
|
|
41
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.48M
|
-$550K
|
-10,087
|
-14%
|
|
|
42
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3.46M
|
+$43.3K
|
+795
|
+1%
|
|
|
43
|
Signature Financial Management
Norfolk,
Virginia
|
$3.42M
|
-$4.64M
|
-85,167
|
-59%
|
|
|
44
|
American International Group
New York
|
$3.35M
|
+$324K
|
+5,936
|
+11%
|
|
|
45
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.26M
|
-$4.82M
|
-88,414
|
-61%
|
|
|
46
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.02M
|
-$3.77M
|
-69,085
|
-57%
|
|
|
47
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.99M
|
+$201K
|
+3,696
|
+8%
|
|
|
48
|
|
$2.85M
|
-$32.8K
|
-601
|
-1%
|
|
|
49
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.7M
|
+$9.81K
|
+180
|
+0.4%
|
|
|
50
|
Seven Post Investment Office
San Francisco,
California
|
$2.64M
|
–
|
–
|
–
|
|
