|
126
|
TD Private Client Wealth
New York
|
$13.1M
|
+$23.6K
|
+194
|
+0.2%
|
|
|
127
|
Perella Weinberg Partners Capital Management
New York
|
$13M
|
+$13M
|
+107,067
|
New
|
|
|
128
|
GW & Wade
Wellesley,
Massachusetts
|
$12.9M
|
+$344K
|
+2,831
|
+3%
|
|
|
129
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.8M
|
-$12.4M
|
-101,851
|
-49%
|
|
|
130
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$12.6M
|
-$330K
|
-2,713
|
-3%
|
|
|
131
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$12.5M
|
+$12.4M
|
+102,248
|
+26,421%
|
|
|
132
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.4M
|
-$3.97M
|
-32,661
|
-24%
|
|
|
133
|
KeyBank National Association
Cleveland,
Ohio
|
$12M
|
+$1.02M
|
+8,414
|
+9%
|
|
|
134
|
Rational Advisors
Huntington,
New York
|
$11.9M
|
+$1.79M
|
+14,712
|
+18%
|
|
|
135
|
United Capital Financial Advisors
Irving,
Texas
|
$11.4M
|
+$354K
|
+2,910
|
+3%
|
|
|
136
|
BFSG LLC
Irvine,
California
|
$11.3M
|
+$5.19M
|
+42,690
|
+85%
|
|
|
137
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$11.3M
|
+$7.08M
|
+58,284
|
+168%
|
|
|
138
|
L.J. Altfest & Co
New York
|
$11.3M
|
-$9.36M
|
-77,014
|
-45%
|
|
|
139
|
First Trust Advisors
Wheaton,
Illinois
|
$11.2M
|
-$690K
|
-5,676
|
-6%
|
|
|
140
|
Next Financial Group
Houston,
Texas
|
$11M
|
+$9.3M
|
+76,575
|
+545%
|
|
|
141
|
Lazard Asset Management
New York
|
$10.9M
|
–
|
–
|
–
|
|
|
142
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.9M
|
-$1.13M
|
-9,310
|
-9%
|
|
|
143
|
Synovus Financial
Columbus,
Georgia
|
$10.7M
|
-$1.75M
|
-14,367
|
-14%
|
|
|
144
|
Lido Advisors
Los Angeles,
California
|
$10.7M
|
-$106K
|
-870
|
-1%
|
|
|
145
|
Meridian Management
Little Rock,
Arkansas
|
$10.7M
|
-$2.02M
|
-16,656
|
-16%
|
|
|
146
|
West Paces Advisors
Atlanta,
Georgia
|
$10.6M
|
-$222K
|
-1,824
|
-2%
|
|
|
147
|
Estate Counselors
Thiensville,
Wisconsin
|
$10.5M
|
-$683K
|
-5,620
|
-6%
|
|
|
148
|
Bangor Savings Bank
Bangor,
Maine
|
$10.5M
|
+$321K
|
+2,641
|
+3%
|
|
|
149
|
Clearstead Advisors
Cleveland,
Ohio
|
$10.5M
|
-$2.46M
|
-20,237
|
-19%
|
|
|
150
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.4M
|
-$120M
|
-987,685
|
-92%
|
|
