|
76
|
Insight Wealth Strategies
San Ramon,
California
|
$11.9M
|
-$6.59M
|
-314,448
|
-36%
|
|
|
77
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.4M
|
-$372K
|
-17,755
|
-3%
|
|
|
78
|
New York Life Investment Management
New York
|
$11.3M
|
+$988K
|
+47,179
|
+10%
|
|
|
79
|
Symetra Investment Management
Farmington,
Connecticut
|
$11.3M
|
+$11.3M
|
+538,250
|
New
|
|
|
80
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$10.9M
|
+$745K
|
+35,562
|
+7%
|
|
|
81
|
|
$10.9M
|
+$141K
|
+6,724
|
+1%
|
|
|
82
|
Hilton Capital Management
Garden City,
New York
|
$10.9M
|
-$21.6M
|
-1,029,733
|
-67%
|
|
|
83
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.8M
|
+$32.8K
|
+1,568
|
+0.3%
|
|
|
84
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$10.5M
|
-$8.52K
|
-407
|
-0.1%
|
|
|
85
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.61M
|
-$185M
|
-8,829,141
|
-95%
|
|
|
86
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.39M
|
+$2.5M
|
+119,234
|
+36%
|
|
|
87
|
Bramshill Investments
Naples,
Florida
|
$9.31M
|
+$7.23M
|
+345,000
|
+345%
|
|
|
88
|
NFP Retirement Inc
Aliso Viejo,
California
|
$9.25M
|
+$784K
|
+37,444
|
+9%
|
|
|
89
|
SSI Investment Management
Los Angeles,
California
|
$9.11M
|
+$63.9K
|
+3,053
|
+0.7%
|
|
|
90
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$8.65M
|
-$159K
|
-7,603
|
-2%
|
|
|
91
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.57M
|
+$3.26M
|
+155,549
|
+61%
|
|
|
92
|
Park Avenue Securities
New York
|
$8.49M
|
-$19.4K
|
-927
|
-0.2%
|
|
|
93
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.97M
|
+$84.7K
|
+4,046
|
+1%
|
|
|
94
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.82M
|
-$1.63M
|
-77,883
|
-17%
|
|
|
95
|
Yeomans Consulting Group
Marietta,
Georgia
|
$7.56M
|
+$842K
|
+40,222
|
+13%
|
|
|
96
|
Angeles Wealth Management
Santa Monica,
California
|
$7.56M
|
+$1.06M
|
+50,500
|
+16%
|
|
|
97
|
Truist Financial
Charlotte,
North Carolina
|
$7.52M
|
-$1.52M
|
-72,434
|
-17%
|
|
|
98
|
|
$7.33M
|
-$75.3M
|
-3,593,841
|
-91%
|
|
|
99
|
|
$7.33M
|
–
|
–
|
–
|
|
|
100
|
Diversify Wealth Management
Sandy,
Utah
|
$7.27M
|
+$862K
|
+41,162
|
+13%
|
|
