|
51
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$12.3M
|
+$278K
|
+5,477
|
+2%
|
|
|
52
|
|
$12.2M
|
+$8.45M
|
+166,310
|
+227%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$11.5M
|
+$4.02M
|
+79,052
|
+53%
|
|
|
54
|
PFG Private Wealth Management
Lutz,
Florida
|
$11.4M
|
+$2.26M
|
+44,461
|
+25%
|
|
|
55
|
Scotia Capital
Toronto,
Ontario, Canada
|
$11.3M
|
-$442K
|
-8,706
|
-4%
|
|
|
56
|
AE Wealth Management
Topeka,
Kansas
|
$11.2M
|
+$5.19M
|
+102,119
|
+87%
|
|
|
57
|
Glenview Trust
Louisville,
Kentucky
|
$11M
|
+$945K
|
+18,596
|
+9%
|
|
|
58
|
Allianz Asset Management
Munich,
Germany
|
$11M
|
+$11M
|
+215,700
|
New
|
|
|
59
|
Boston Family Office
Boston,
Massachusetts
|
$10.7M
|
+$713K
|
+14,041
|
+7%
|
|
|
60
|
Bank of the West
Monterey Park,
California
|
$10.5M
|
-$74.8K
|
-1,472
|
-0.7%
|
|
|
61
|
Marks Wealth
Annapolis,
Maryland
|
$10.4M
|
+$10.4M
|
+204,368
|
New
|
|
|
62
|
Chatham Capital Group
Savannah,
Georgia
|
$10.1M
|
-$1.75M
|
-34,405
|
-15%
|
|
|
63
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$9.35M
|
-$38.2K
|
-752
|
-0.4%
|
|
|
64
|
Pachira Investments
Dana Point,
California
|
$9.25M
|
+$9.26M
|
+182,208
|
New
|
|
|
65
|
Bank of New York Mellon
New York
|
$9.21M
|
-$6.68M
|
-131,550
|
-42%
|
|
|
66
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$9.14M
|
+$9.14M
|
+180,000
|
New
|
|
|
67
|
Proficio Capital Partners
Newton,
Massachusetts
|
$9.09M
|
+$4.28M
|
+84,225
|
+89%
|
|
|
68
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.03M
|
+$6.24M
|
+122,732
|
+223%
|
|
|
69
|
Caldwell Trust
Venice,
Florida
|
$9.03M
|
-$2.09M
|
-41,081
|
-19%
|
|
|
70
|
Alesco Advisors
Pittsford,
New York
|
$8.98M
|
-$105K
|
-2,058
|
-1%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$8.81M
|
-$789K
|
-15,529
|
-8%
|
|
|
72
|
EPIQ Partners
Minneapolis,
Minnesota
|
$8.78M
|
-$818K
|
-16,100
|
-9%
|
|
|
73
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.7M
|
+$860K
|
+16,919
|
+11%
|
|
|
74
|
Karp Capital Management
Sausalito,
California
|
$8.64M
|
-$2.95M
|
-58,097
|
-25%
|
|
|
75
|
James Investment Research
Alpha,
Ohio
|
$8.15M
|
+$6.72M
|
+132,270
|
+469%
|
|
