|
76
|
|
$11.3M
|
+$382K
|
+18,261
|
+4%
|
|
|
77
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$11.2M
|
+$361K
|
+17,279
|
+3%
|
|
|
78
|
Symetra Investment Management
Farmington,
Connecticut
|
$11.1M
|
-$251K
|
-12,000
|
-2%
|
|
|
79
|
Wellington Management Group
Boston,
Massachusetts
|
$10.7M
|
-$5.23M
|
-250,000
|
-33%
|
|
|
80
|
|
$10.5M
|
+$10.5M
|
+501,645
|
New
|
|
|
81
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$10.5M
|
-$70.1K
|
-3,350
|
-0.7%
|
|
|
82
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$10.5M
|
+$10.5M
|
+500,000
|
New
|
|
|
83
|
APG Asset Management US
New York
|
$10.1M
|
-$20.9M
|
-1,000,000
|
-68%
|
|
|
84
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$9.81M
|
+$9.77M
|
+466,928
|
New
|
|
|
85
|
NFP Retirement Inc
Aliso Viejo,
California
|
$9.58M
|
+$300K
|
+14,345
|
+3%
|
|
|
86
|
Fidelity Investments
Boston,
Massachusetts
|
$9.55M
|
-$9.22M
|
-440,791
|
-49%
|
|
|
87
|
Millennium Management
New York
|
$9.48M
|
+$9.45M
|
+451,650
|
New
|
|
|
88
|
Truist Financial
Charlotte,
North Carolina
|
$9.04M
|
+$1.49M
|
+71,314
|
+20%
|
|
|
89
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$8.83M
|
+$1.91M
|
+91,507
|
+28%
|
|
|
90
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$8.76M
|
-$872K
|
-41,700
|
-9%
|
|
|
91
|
Angeles Wealth Management
Santa Monica,
California
|
$8.61M
|
+$1.03M
|
+49,013
|
+14%
|
|
|
92
|
Diversify Wealth Management
Sandy,
Utah
|
$8.5M
|
+$1.17M
|
+55,935
|
+16%
|
|
|
93
|
SSI Investment Management
Los Angeles,
California
|
$8.43M
|
-$706K
|
-33,731
|
-8%
|
|
|
94
|
Bramshill Investments
Naples,
Florida
|
$8.4M
|
-$941K
|
-45,000
|
-10%
|
|
|
95
|
Vontobel Holding
Zurich,
Switzerland
|
$8.32M
|
+$7.72M
|
+369,000
|
+1,367%
|
|
|
96
|
Fortitude Family Office
Scottsdale,
Arizona
|
$8.21M
|
+$7.93M
|
+378,907
|
+3,124%
|
|
|
97
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.15M
|
+$310K
|
+14,824
|
+4%
|
|
|
98
|
Hilton Capital Management
Garden City,
New York
|
$7.82M
|
-$3.06M
|
-146,211
|
-28%
|
|
|
99
|
Citadel Advisors
Miami,
Florida
|
$7.5M
|
-$6.1M
|
-291,823
|
-45%
|
|
|
100
|
GoalVest Advisory
New York
|
$7.36M
|
+$6.65M
|
+318,109
|
+988%
|
|
