|
51
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$13.1M
|
+$12.1M
|
+250,743
|
+5,063%
|
|
|
52
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$13M
|
-$5.11M
|
-106,132
|
-29%
|
|
|
53
|
Bailard
Foster City,
California
|
$12.5M
|
+$1.78M
|
+36,922
|
+18%
|
|
|
54
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.5M
|
-$575K
|
-11,946
|
-5%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$12.3M
|
+$4.94M
|
+102,690
|
+74%
|
|
|
56
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$12.2M
|
-$162K
|
-3,361
|
-1%
|
|
|
57
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.4M
|
-$5.27M
|
-109,476
|
-33%
|
|
|
58
|
SVB Wealth
Boston,
Massachusetts
|
$11.4M
|
-$6.23M
|
-129,470
|
-37%
|
|
|
59
|
Philip James Wealth Mangement
Milton,
Georgia
|
$11M
|
+$10.4M
|
+215,889
|
New
|
|
|
60
|
Sentinel Trust
Houston,
Texas
|
$10.8M
|
-$86.4K
|
-1,795
|
-0.8%
|
|
|
61
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.4M
|
-$3.81M
|
-79,185
|
-28%
|
|
|
62
|
Pitcairn
Conshohocken,
Pennsylvania
|
$10.2M
|
-$1.79M
|
-37,288
|
-16%
|
|
|
63
|
LPL Financial
San Diego,
California
|
$10M
|
+$3M
|
+62,353
|
+47%
|
|
|
64
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.66M
|
+$801K
|
+16,638
|
+10%
|
|
|
65
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.6M
|
-$337K
|
-7,003
|
-4%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$9.04M
|
-$174K
|
-3,614
|
-2%
|
|
|
67
|
Whittier Trust
South Pasadena,
California
|
$8.82M
|
+$266K
|
+5,528
|
+3%
|
|
|
68
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$8.63M
|
-$108K
|
-2,254
|
-1%
|
|
|
69
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$8.29M
|
+$236K
|
+4,899
|
+3%
|
|
|
70
|
Blue Trust Inc
Alpharetta,
Georgia
|
$7.88M
|
-$2.19M
|
-45,546
|
-21%
|
|
|
71
|
Curated Wealth Partners
El Segundo,
California
|
$7.71M
|
+$7.27M
|
+151,020
|
New
|
|
|
72
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.69M
|
+$7.25M
|
+150,590
|
New
|
|
|
73
|
Cumberland Advisors
Sarasota,
Florida
|
$7.59M
|
+$2.78M
|
+57,795
|
+64%
|
|
|
74
|
Castleark Management
Chicago,
Illinois
|
$7.14M
|
–
|
–
|
–
|
|
|
75
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.03M
|
-$606K
|
-12,590
|
-8%
|
|
