|
51
|
Probity Advisors
Dallas,
Texas
|
$13.3M
|
+$464K
|
+9,145
|
+4%
|
|
|
52
|
Pachira Investments
Dana Point,
California
|
$13.2M
|
+$3.91M
|
+77,025
|
+42%
|
|
|
53
|
WNY Asset Management
Williamsville,
New York
|
$13.1M
|
-$278K
|
-5,466
|
-2%
|
|
|
54
|
HSBC Holdings
London,
United Kingdom
|
$12.6M
|
+$5.64M
|
+111,100
|
+81%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$12.5M
|
+$956K
|
+18,830
|
+8%
|
|
|
56
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$12.2M
|
-$136K
|
-2,670
|
-1%
|
|
|
57
|
Guggenheim Capital
Chicago,
Illinois
|
$12.2M
|
-$3.65M
|
-71,951
|
-23%
|
|
|
58
|
Glenview Trust
Louisville,
Kentucky
|
$11.8M
|
+$758K
|
+14,931
|
+7%
|
|
|
59
|
PFG Private Wealth Management
Lutz,
Florida
|
$11.5M
|
+$111K
|
+2,186
|
+1%
|
|
|
60
|
Cantor Fitzgerald Investment Advisors
New York
|
$11.2M
|
-$9.94M
|
-195,790
|
-47%
|
|
|
61
|
Marks Wealth
Annapolis,
Maryland
|
$10.7M
|
+$309K
|
+6,079
|
+3%
|
|
|
62
|
Crabel Capital Management
Los Angeles,
California
|
$10.7M
|
+$7.88M
|
+155,267
|
+283%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$10.7M
|
+$10.6M
|
+208,688
|
+18,954%
|
|
|
64
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$9.63M
|
+$1.77M
|
+34,860
|
+23%
|
|
|
65
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.6M
|
+$1.9M
|
+37,337
|
+25%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$9.36M
|
+$543K
|
+10,688
|
+6%
|
|
|
67
|
Proficio Capital Partners
Newton,
Massachusetts
|
$9.3M
|
+$206K
|
+4,062
|
+2%
|
|
|
68
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$9.13M
|
-$229K
|
-4,515
|
-2%
|
|
|
69
|
Freedom Investment Management
Hartford,
Connecticut
|
$9M
|
+$5.62M
|
+110,583
|
+166%
|
|
|
70
|
Alesco Advisors
Pittsford,
New York
|
$8.89M
|
-$95.1K
|
-1,872
|
-1%
|
|
|
71
|
Boston Family Office
Boston,
Massachusetts
|
$8.81M
|
-$1.81M
|
-35,554
|
-17%
|
|
|
72
|
Chatham Capital Group
Savannah,
Georgia
|
$8.67M
|
-$1.47M
|
-28,975
|
-15%
|
|
|
73
|
EPIQ Partners
Minneapolis,
Minnesota
|
$8.6M
|
-$185K
|
-3,650
|
-2%
|
|
|
74
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$8.53M
|
+$1.39M
|
+27,401
|
+20%
|
|
|
75
|
Frisch Financial Group
Melville,
New York
|
$8.53M
|
-$6.61M
|
-130,203
|
-44%
|
|
