|
101
|
1 North Wealth Services
Annapolis,
Maryland
|
$12.7M
|
+$13.7K
|
+143
|
+0.1%
|
|
|
102
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$12.7M
|
+$416K
|
+4,331
|
+3%
|
|
|
103
|
Country Trust Bank
Bloomington,
Illinois
|
$12.6M
|
-$14.4K
|
-150
|
-0.1%
|
|
|
104
|
Occidental Asset Management
Burlingame,
California
|
$12.4M
|
+$1.81M
|
+18,834
|
+17%
|
|
|
105
|
J. Safra Asset Management
New York
|
$12.3M
|
+$808K
|
+8,407
|
+7%
|
|
|
106
|
Spire Wealth Management
Mclean,
Virginia
|
$12.1M
|
+$422K
|
+4,393
|
+4%
|
|
|
107
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$12M
|
-$644K
|
-6,700
|
-5%
|
|
|
108
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$12M
|
+$4.82M
|
+50,123
|
+65%
|
|
|
109
|
Idaho Trust Bank
Boise,
Idaho
|
$11.9M
|
+$54.1K
|
+563
|
+0.4%
|
|
|
110
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$11.5M
|
-$3.35M
|
-34,850
|
-22%
|
|
|
111
|
Park Avenue Securities
New York
|
$11.4M
|
-$20.4M
|
-212,100
|
-64%
|
|
|
112
|
Peak Financial Advisors
Denver,
Colorado
|
$11M
|
-$147K
|
-1,531
|
-1%
|
|
|
113
|
Clune & Associates
Chicago,
Illinois
|
$11M
|
+$4.35M
|
+45,309
|
+63%
|
|
|
114
|
Vontobel Holding
Zurich,
Switzerland
|
$10.9M
|
-$52K
|
-541
|
-0.5%
|
|
|
115
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.6M
|
-$207M
|
-2,156,612
|
-95%
|
|
|
116
|
Vise Technologies
New York
|
$10.2M
|
–
|
–
|
–
|
|
|
117
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$10.1M
|
-$3.87M
|
-40,231
|
-27%
|
|
|
118
|
|
$10.1M
|
-$35.5M
|
-369,162
|
-77%
|
|
|
119
|
CVS Health
Woonsocket,
Rhode Island
|
$10.1M
|
+$10.3M
|
+107,000
|
New
|
|
|
120
|
Commerce Bank
Kansas City,
Missouri
|
$9.97M
|
-$161K
|
-1,674
|
-2%
|
|
|
121
|
Mercer Global Advisors
Denver,
Colorado
|
$9.95M
|
-$5.43M
|
-56,534
|
-35%
|
|
|
122
|
Foster & Motley
Cincinnati,
Ohio
|
$9.91M
|
+$701K
|
+7,294
|
+7%
|
|
|
123
|
Mariner
Overland Park,
Kansas
|
$9.88M
|
-$2.58M
|
-26,871
|
-20%
|
|
|
124
|
III Capital Management
Boca Raton,
Florida
|
$9.86M
|
+$10.1M
|
+105,000
|
New
|
|
|
125
|
Fidelity Investments
Boston,
Massachusetts
|
$9.81M
|
-$20.3M
|
-211,655
|
-67%
|
|
