|
51
|
Sequoia Financial Advisors
Akron,
Ohio
|
$12.4M
|
-$658K
|
-12,821
|
-5%
|
|
|
52
|
Lido Advisors
Los Angeles,
California
|
$12.2M
|
+$11.5M
|
+223,461
|
+4,343%
|
|
|
53
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$12.1M
|
-$577K
|
-11,233
|
-5%
|
|
|
54
|
LPL Financial
San Diego,
California
|
$12.1M
|
+$1.59M
|
+30,943
|
+16%
|
|
|
55
|
Philip James Wealth Mangement
Milton,
Georgia
|
$11.8M
|
+$252K
|
+4,919
|
+2%
|
|
|
56
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
-$8.35M
|
-162,710
|
-44%
|
|
|
57
|
Lazard Asset Management
New York
|
$11.2M
|
-$18.4M
|
-359,093
|
-63%
|
|
|
58
|
Sentinel Trust
Houston,
Texas
|
$11.1M
|
-$246K
|
-4,791
|
-2%
|
|
|
59
|
SVB Wealth
Boston,
Massachusetts
|
$10.8M
|
-$1.07M
|
-20,822
|
-9%
|
|
|
60
|
Pitcairn
Conshohocken,
Pennsylvania
|
$10.7M
|
-$50.7K
|
-987
|
-0.5%
|
|
|
61
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.4M
|
+$254K
|
+4,953
|
+3%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$9.7M
|
+$235K
|
+4,570
|
+3%
|
|
|
63
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.49M
|
-$526K
|
-10,241
|
-5%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.09M
|
-$2.74M
|
-53,324
|
-24%
|
|
|
65
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$8.78M
|
+$105K
|
+2,036
|
+1%
|
|
|
66
|
Whittier Trust
South Pasadena,
California
|
$8.74M
|
-$464K
|
-9,034
|
-5%
|
|
|
67
|
Cumberland Advisors
Sarasota,
Florida
|
$8.62M
|
+$649K
|
+12,645
|
+9%
|
|
|
68
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$8.57M
|
-$437K
|
-8,522
|
-5%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$7.86M
|
-$4.85M
|
-94,414
|
-39%
|
|
|
70
|
DRW Securities
Chicago,
Illinois
|
$7.79M
|
+$1.44M
|
+28,074
|
+24%
|
|
|
71
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$7.69M
|
+$1.04M
|
+20,191
|
+16%
|
|
|
72
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.62M
|
+$6.2M
|
+120,796
|
+552%
|
|
|
73
|
Castleark Management
Chicago,
Illinois
|
$7.47M
|
–
|
–
|
–
|
|
|
74
|
Allspring Global Investments
Charlotte,
North Carolina
|
$7.35M
|
+$2.57M
|
+50,000
|
+57%
|
|
|
75
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.27M
|
-$85.4K
|
-1,663
|
-1%
|
|
