|
76
|
Mariner
Overland Park,
Kansas
|
$17.7M
|
-$456K
|
-6,461
|
-2%
|
|
|
77
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$17.4M
|
–
|
–
|
–
|
|
|
78
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.2M
|
-$319K
|
-4,519
|
-2%
|
|
|
79
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$16.9M
|
–
|
–
|
–
|
|
|
80
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$16.8M
|
+$16.2M
|
+229,400
|
New
|
|
|
81
|
Rockefeller Capital Management
New York
|
$16.7M
|
+$4.95M
|
+70,152
|
+40%
|
|
|
82
|
Legacy Private Trust
Neenah,
Wisconsin
|
$15.8M
|
-$1.08M
|
-15,271
|
-6%
|
|
|
83
|
Bank of New York Mellon
New York
|
$15.7M
|
+$8.12M
|
+115,126
|
+100%
|
|
|
84
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$15.3M
|
+$7.48M
|
+106,052
|
+90%
|
|
|
85
|
Spire Wealth Management
Mclean,
Virginia
|
$15M
|
-$547K
|
-7,759
|
-3%
|
|
|
86
|
Corient Private Wealth
Miami,
Florida
|
$15M
|
-$22.8M
|
-323,042
|
-45%
|
|
|
87
|
Fidelity Investments
Boston,
Massachusetts
|
$15M
|
+$964K
|
+13,661
|
+7%
|
|
|
88
|
Whittier Trust
South Pasadena,
California
|
$14.9M
|
+$2.65M
|
+37,615
|
+21%
|
|
|
89
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$14.5M
|
+$306K
|
+4,336
|
+2%
|
|
|
90
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
+$6.84M
|
+96,910
|
+85%
|
|
|
91
|
Diversify Wealth Management
Sandy,
Utah
|
$14.1M
|
+$12.4M
|
+176,396
|
+892%
|
|
|
92
|
Bailard
Foster City,
California
|
$14.1M
|
-$473K
|
-6,698
|
-3%
|
|
|
93
|
Financial Services Advisory
Rockville,
Maryland
|
$13.5M
|
-$15.3M
|
-217,125
|
-52%
|
|
|
94
|
Clearstead Advisors
Cleveland,
Ohio
|
$13.4M
|
+$8.3M
|
+117,705
|
+150%
|
|
|
95
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$13.3M
|
+$217K
|
+3,070
|
+2%
|
|
|
96
|
Lido Advisors
Los Angeles,
California
|
$13M
|
+$136K
|
+1,930
|
+1%
|
|
|
97
|
Truist Financial
Charlotte,
North Carolina
|
$12.8M
|
-$4.55M
|
-64,511
|
-26%
|
|
|
98
|
IEQ Capital
Foster City,
California
|
$12.6M
|
+$3.67M
|
+52,023
|
+40%
|
|
|
99
|
FFG Partners
Fort Lauderdale,
Florida
|
$12.5M
|
+$4.28M
|
+60,732
|
+50%
|
|
|
100
|
One Wealth Advisors
San Francisco,
California
|
$12.5M
|
+$12.9M
|
+182,313
|
New
|
|
