|
51
|
Mariner
Overland Park,
Kansas
|
$17.1M
|
-$925K
|
-14,788
|
-5%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$16.6M
|
+$358K
|
+5,728
|
+2%
|
|
|
53
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.5M
|
+$6.23M
|
+99,685
|
+65%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.3M
|
+$2.07M
|
+33,044
|
+15%
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.2M
|
+$7.31M
|
+116,871
|
+88%
|
|
|
56
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$16.2M
|
+$3.08M
|
+49,343
|
+25%
|
|
|
57
|
Legacy Private Trust
Neenah,
Wisconsin
|
$16.1M
|
-$843K
|
-13,487
|
-5%
|
|
|
58
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$16.1M
|
–
|
–
|
–
|
|
|
59
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$15.9M
|
-$18.1K
|
-289
|
-0.1%
|
|
|
60
|
Financial Services Advisory
Rockville,
Maryland
|
$15.8M
|
-$84K
|
-1,343
|
-0.5%
|
|
|
61
|
Thornburg Investment Management
Santa Fe,
New Mexico
|
$14.9M
|
+$11.4M
|
+181,731
|
+382%
|
|
|
62
|
Spire Wealth Management
Mclean,
Virginia
|
$14.6M
|
-$588K
|
-9,405
|
-4%
|
|
|
63
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$14.5M
|
+$4.42M
|
+70,643
|
+46%
|
|
|
64
|
Gotham Asset Management
New York
|
$14M
|
–
|
–
|
–
|
|
|
65
|
Bailard
Foster City,
California
|
$13.4M
|
+$47.2K
|
+755
|
+0.4%
|
|
|
66
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$13.4M
|
+$1.62M
|
+25,910
|
+14%
|
|
|
67
|
Park Avenue Securities
New York
|
$13.3M
|
+$948K
|
+15,167
|
+8%
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$13.1M
|
+$6.06K
|
+97
|
+0%
|
|
|
69
|
Citadel Advisors
Miami,
Florida
|
$13M
|
-$26.3M
|
-420,775
|
-68%
|
|
|
70
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$12.9M
|
-$6M
|
-95,922
|
-33%
|
|
|
71
|
Madrona Financial Services
Everett,
Washington
|
$12.7M
|
+$119K
|
+1,902
|
+1%
|
|
|
72
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$12.5M
|
-$6.75K
|
-108
|
-0.1%
|
|
|
73
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$12.2M
|
–
|
–
|
–
|
|
|
74
|
Atwater Malick
Lancaster,
Pennsylvania
|
$12M
|
+$9.91M
|
+158,498
|
+623%
|
|
|
75
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$11.9M
|
+$4.95M
|
+79,095
|
+76%
|
|
