|
51
|
Focus Partners Wealth
Boston,
Massachusetts
|
$94M
|
+$33.9M
|
+138,141
|
+55%
|
|
|
52
|
MML Investors Services
Springfield,
Massachusetts
|
$89M
|
+$5.14M
|
+20,931
|
+6%
|
|
|
53
|
Rockland Trust
Hanover,
Massachusetts
|
$86.5M
|
-$1.63M
|
-6,649
|
-2%
|
|
|
54
|
Proficio Capital Partners
Newton,
Massachusetts
|
$83.4M
|
+$23.4M
|
+95,059
|
+38%
|
|
|
55
|
Cerity Partners OCIO
New York
|
$83M
|
-$2.03M
|
-8,267
|
-2%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$82.2M
|
-$60.5M
|
-246,122
|
-42%
|
|
|
57
|
Prudential plc
London, England,
United Kingdom
|
$79.7M
|
+$3.19M
|
+12,970
|
+4%
|
|
|
58
|
Starr Indemnity & Liability Company
New York
|
$79.2M
|
+$80.4M
|
+327,188
|
New
|
|
|
59
|
Bailard
Foster City,
California
|
$78.9M
|
+$105K
|
+426
|
+0.1%
|
|
|
60
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$74.4M
|
+$2.25M
|
+9,137
|
+3%
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$72.3M
|
-$3.32M
|
-13,525
|
-4%
|
|
|
62
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$72.1M
|
-$38.4M
|
-156,197
|
-34%
|
|
|
63
|
Victory Capital Management
San Antonio,
Texas
|
$71.3M
|
-$398K
|
-1,618
|
-0.5%
|
|
|
64
|
First National Trust
Hermitage,
Pennsylvania
|
$70.8M
|
+$1.82M
|
+7,417
|
+3%
|
|
|
65
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69.5M
|
+$23.6M
|
+95,889
|
+50%
|
|
|
66
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$66.1M
|
+$3.61M
|
+14,691
|
+6%
|
|
|
67
|
Mariner
Overland Park,
Kansas
|
$65.7M
|
+$2.55M
|
+10,381
|
+4%
|
|
|
68
|
Briaud Financial Planning
College Station,
Texas
|
$62.2M
|
+$334K
|
+1,358
|
+0.5%
|
|
|
69
|
HSBC Holdings
London,
United Kingdom
|
$61.9M
|
-$92.5M
|
-376,466
|
-60%
|
|
|
70
|
BCM Advisors
Lafayette,
Louisiana
|
$61.6M
|
-$2.8M
|
-11,386
|
-5%
|
|
|
71
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$61M
|
–
|
–
|
–
|
|
|
72
|
Millennium Management
New York
|
$61M
|
+$45.6M
|
+185,717
|
+280%
|
|
|
73
|
Kestra Advisory Services
Austin,
Texas
|
$61M
|
+$4.74M
|
+19,288
|
+8%
|
|
|
74
|
Private Advisor Group
Morristown,
New Jersey
|
$60.6M
|
-$887K
|
-3,608
|
-1%
|
|
|
75
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$60.4M
|
+$207K
|
+841
|
+0.3%
|
|
