|
76
|
M&T Bank
Buffalo,
New York
|
$14.7M
|
+$561K
|
+19,782
|
+4%
|
|
|
77
|
Evercore Wealth Management
New York
|
$14.7M
|
+$473K
|
+16,663
|
+3%
|
|
|
78
|
Financial Sense Advisors
San Diego,
California
|
$14.6M
|
+$541K
|
+19,059
|
+4%
|
|
|
79
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$14.5M
|
-$44.8K
|
-1,578
|
-0.3%
|
|
|
80
|
Equitable Holdings
New York
|
$14.5M
|
+$14.1M
|
+498,674
|
New
|
|
|
81
|
Lake Point Wealth Management
Rockwall,
Texas
|
$14.3M
|
+$14M
|
+494,441
|
New
|
|
|
82
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14M
|
-$736K
|
-25,961
|
-5%
|
|
|
83
|
Nomura Asset Management
Tokyo,
Japan
|
$13.9M
|
+$396K
|
+13,950
|
+3%
|
|
|
84
|
MML Investors Services
Springfield,
Massachusetts
|
$13.6M
|
+$3.4M
|
+119,873
|
+34%
|
|
|
85
|
Quest Investment Management
Lake Oswego,
Oregon
|
$13M
|
+$14.8K
|
+522
|
+0.1%
|
|
|
86
|
Cresset Asset Management
Chicago,
Illinois
|
$12.9M
|
-$4.39M
|
-154,819
|
-26%
|
|
|
87
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$12.9M
|
+$1.05M
|
+36,923
|
+9%
|
|
|
88
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.8M
|
-$1.66M
|
-58,447
|
-12%
|
|
|
89
|
VCU Investment Management
Richmond,
Virginia
|
$12M
|
+$11.7M
|
+412,732
|
New
|
|
|
90
|
Biltmore Family Office
Charlotte,
North Carolina
|
$11.8M
|
+$1.32M
|
+46,432
|
+13%
|
|
|
91
|
WESPAC Advisors SoCal
Pasadena,
California
|
$11.7M
|
+$296K
|
+10,425
|
+3%
|
|
|
92
|
TIAA FSB
Jacksonville,
Florida
|
$11.5M
|
-$5.72M
|
-201,787
|
-34%
|
|
|
93
|
Narwhal Capital Management
Marietta,
Georgia
|
$11.4M
|
+$11.2M
|
+394,069
|
New
|
|
|
94
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$10.7M
|
-$4.05M
|
-142,859
|
-28%
|
|
|
95
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$10.6M
|
+$426K
|
+15,031
|
+4%
|
|
|
96
|
Titan Managers
Scottsdale,
Arizona
|
$10.4M
|
–
|
–
|
–
|
|
|
97
|
James Investment Research
Alpha,
Ohio
|
$10.4M
|
-$141K
|
-4,959
|
-1%
|
|
|
98
|
Covington Capital Management
Los Angeles,
California
|
$10.3M
|
+$1.63M
|
+57,617
|
+19%
|
|
|
99
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$10.2M
|
-$767K
|
-27,032
|
-7%
|
|
|
100
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$10.2M
|
–
|
–
|
–
|
|
