|
76
|
WNY Asset Management
Williamsville,
New York
|
$12.4M
|
+$1.07M
|
+20,965
|
+9%
|
|
|
77
|
Bailard
Foster City,
California
|
$12.3M
|
+$12.3M
|
+240,655
|
New
|
|
|
78
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$12.1M
|
-$1.39M
|
-27,217
|
-10%
|
|
|
79
|
Parsons Capital Management
Providence,
Rhode Island
|
$11.9M
|
-$505K
|
-9,909
|
-4%
|
|
|
80
|
Vertrix Wealth Management
Troy,
Michigan
|
$11.9M
|
+$11.9M
|
+232,862
|
New
|
|
|
81
|
Investment Planning Advisors
Cumming,
Georgia
|
$11.9M
|
+$1.04M
|
+20,437
|
+10%
|
|
|
82
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$11.4M
|
+$3.67M
|
+72,086
|
+48%
|
|
|
83
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$11.3M
|
-$1.15M
|
-22,518
|
-9%
|
|
|
84
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$11.1M
|
+$388K
|
+7,624
|
+4%
|
|
|
85
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$11M
|
+$174K
|
+3,420
|
+2%
|
|
|
86
|
Shira Ridge Wealth Management
Larkspur,
California
|
$11M
|
+$1.54M
|
+30,245
|
+16%
|
|
|
87
|
Equitable Holdings
New York
|
$10.9M
|
+$1.13M
|
+22,269
|
+12%
|
|
|
88
|
BNP Paribas Financial Markets
Paris,
France
|
$10.9M
|
-$1.45M
|
-28,405
|
-12%
|
|
|
89
|
Rockefeller Capital Management
New York
|
$10.6M
|
-$227K
|
-4,448
|
-2%
|
|
|
90
|
Rezny Wealth Management
Fort Myers,
Florida
|
$10.5M
|
–
|
–
|
–
|
|
|
91
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$10.4M
|
+$417K
|
+8,194
|
+4%
|
|
|
92
|
Chesley Taft & Associates
Chicago,
Illinois
|
$10.4M
|
+$581K
|
+11,400
|
+6%
|
|
|
93
|
Cary Street Partners
Richmond,
Virginia
|
$10.3M
|
+$690K
|
+13,554
|
+7%
|
|
|
94
|
Moulton Wealth Management
Spokane,
Washington
|
$10.2M
|
+$222K
|
+4,357
|
+2%
|
|
|
95
|
Scotia Capital
Toronto,
Ontario, Canada
|
$9.96M
|
+$51.3K
|
+1,008
|
+0.5%
|
|
|
96
|
Hohimer Wealth Management
Seattle,
Washington
|
$9.63M
|
+$317K
|
+6,230
|
+3%
|
|
|
97
|
James Investment Research
Alpha,
Ohio
|
$9.6M
|
-$228K
|
-4,479
|
-2%
|
|
|
98
|
Single Point Partners
Boston,
Massachusetts
|
$9.57M
|
+$803K
|
+15,756
|
+9%
|
|
|
99
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.41M
|
+$942K
|
+18,493
|
+11%
|
|
|
100
|
Perennial Advisors
New York
|
$9.3M
|
+$170K
|
+3,332
|
+2%
|
|
