|
51
|
Allianz Asset Management
Munich,
Germany
|
$592K
|
+$264K
|
+5,032
|
+91%
|
|
|
52
|
Destination Wealth Management
Walnut Creek,
California
|
$588K
|
+$551K
|
+10,504
|
New
|
|
|
53
|
William Blair & Company
Chicago,
Illinois
|
$542K
|
+$507K
|
+9,679
|
New
|
|
|
54
|
Bank of New York Mellon
New York
|
$526K
|
-$375K
|
-7,150
|
-43%
|
|
|
55
|
Koshinski Asset Management
Decatur,
Illinois
|
$490K
|
-$94.3K
|
-1,799
|
-17%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$473K
|
+$3.51K
|
+67
|
+0.8%
|
|
|
57
|
Raymond James Trust
St. Petersburg,
Florida
|
$439K
|
+$28.8K
|
+550
|
+8%
|
|
|
58
|
Park Avenue Securities
New York
|
$406K
|
+$53.5K
|
+1,021
|
+16%
|
|
|
59
|
|
$355K
|
–
|
–
|
–
|
|
|
60
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$351K
|
+$329K
|
+6,266
|
New
|
|
|
61
|
PGIM Custom Harvest
Newark,
New Jersey
|
$339K
|
+$317K
|
+6,046
|
New
|
|
|
62
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$320K
|
+$40.8K
|
+778
|
+16%
|
|
|
63
|
Howard Financial Services
Dallas,
Texas
|
$319K
|
-$42.4K
|
-808
|
-12%
|
|
|
64
|
Perigon Wealth Management
San Francisco,
California
|
$319K
|
+$62.5K
|
+1,192
|
+26%
|
|
|
65
|
Kore Private Wealth
New York
|
$285K
|
–
|
–
|
–
|
|
|
66
|
Brighton Jones LLC
Seattle,
Washington
|
$274K
|
-$21.9K
|
-418
|
-8%
|
|
|
67
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$266K
|
+$16.2K
|
+309
|
+7%
|
|
|
68
|
NewEdge Advisors
New Orleans,
Louisiana
|
$232K
|
+$217K
|
+4,143
|
New
|
|
|
69
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$228K
|
-$8.02K
|
-153
|
-4%
|
|
|
70
|
Tiedemann Advisors
New York
|
$213K
|
-$35K
|
-667
|
-15%
|
|
|
71
|
International Assets Investment Management
Orlando,
Florida
|
$207K
|
+$112K
|
+2,141
|
New
|
|
|
72
|
M&T Bank
Buffalo,
New York
|
$202K
|
+$190K
|
+3,615
|
New
|
|
|
73
|
Steward Partners Investment Advisory
New York
|
$189K
|
+$2.62K
|
+50
|
+2%
|
|
|
74
|
Brown Brothers Harriman & Co
New York
|
$162K
|
+$152K
|
+2,890
|
New
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
$142K
|
+$133K
|
+2,542
|
New
|
|
