|
151
|
KeyBank National Association
Cleveland,
Ohio
|
$5.13M
|
-$1.12M
|
-12,347
|
-17%
|
|
|
152
|
|
$5.04M
|
+$138K
|
+1,524
|
+3%
|
|
|
153
|
Focus Financial Network
Minneapolis,
Minnesota
|
$4.92M
|
+$340K
|
+3,763
|
+7%
|
|
|
154
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$4.85M
|
-$233K
|
-2,573
|
-4%
|
|
|
155
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$4.67M
|
-$4.57M
|
-50,594
|
-48%
|
|
|
156
|
Avantax Advisory Services
Dallas,
Texas
|
$4.63M
|
-$456K
|
-5,047
|
-9%
|
|
|
157
|
Insight Wealth Partners
Plano,
Texas
|
$4.59M
|
-$15.3K
|
-169
|
-0.3%
|
|
|
158
|
Central Bank & Trust
Lexington,
Kentucky
|
$4.53M
|
+$4.34M
|
+48,055
|
+946%
|
|
|
159
|
Rockland Trust
Hanover,
Massachusetts
|
$4.46M
|
+$4.72M
|
+52,239
|
New
|
|
|
160
|
EP Wealth Advisors
Torrance,
California
|
$4.45M
|
+$1.62M
|
+17,969
|
+53%
|
|
|
161
|
Wavelength Capital Management
Westport,
Connecticut
|
$4.37M
|
-$39.3K
|
-435
|
-0.8%
|
|
|
162
|
KCS Wealth Advisory
Los Angeles,
California
|
$4.29M
|
+$2.11M
|
+23,296
|
+86%
|
|
|
163
|
Financial Enhancement Group
Anderson,
Indiana
|
$4.28M
|
+$242K
|
+2,678
|
+6%
|
|
|
164
|
Versant Capital Management
Phoenix,
Arizona
|
$4.26M
|
-$4.82M
|
-53,329
|
-52%
|
|
|
165
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$4.21M
|
+$1.4M
|
+15,432
|
+46%
|
|
|
166
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$4.13M
|
-$915K
|
-10,123
|
-17%
|
|
|
167
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$4.05M
|
+$1.36M
|
+15,000
|
+46%
|
|
|
168
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$4.04M
|
-$241K
|
-2,664
|
-5%
|
|
|
169
|
Credit Suisse
Zurich,
Switzerland
|
$3.99M
|
-$9.46M
|
-104,610
|
-69%
|
|
|
170
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
$3.85M
|
-$9.49M
|
-105,000
|
-70%
|
|
|
171
|
Atria Wealth Solutions
New York
|
$3.72M
|
-$591K
|
-6,542
|
-13%
|
|
|
172
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.72M
|
+$19.4K
|
+215
|
+0.5%
|
|
|
173
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$3.67M
|
–
|
–
|
–
|
|
|
174
|
Cetera Advisor Networks
El Segundo,
California
|
$3.64M
|
+$795K
|
+8,789
|
+26%
|
|
|
175
|
|
$3.63M
|
+$3.84M
|
+42,510
|
New
|
|
