|
201
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$116M
|
+$9M
|
+20,111
|
+8%
|
|
|
202
|
Karpus Investment Management
Pittsford,
New York
|
$116M
|
-$4.95M
|
-11,062
|
-4%
|
|
|
203
|
Two Sigma Investments
New York
|
$114M
|
+$27.9M
|
+62,390
|
+31%
|
|
|
204
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$114M
|
+$6.81M
|
+15,225
|
+6%
|
|
|
205
|
Modera Wealth Management
Westwood,
New Jersey
|
$114M
|
+$552K
|
+1,234
|
+0.5%
|
|
|
206
|
Nissay Asset Management
Tokyo,
Japan
|
$112M
|
–
|
–
|
–
|
|
|
207
|
Bank of Hawaii
Honolulu,
Hawaii
|
$112M
|
-$4.42M
|
-9,886
|
-4%
|
|
|
208
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$110M
|
-$2.12M
|
-4,744
|
-2%
|
|
|
209
|
Chevy Chase Trust
Bethesda,
Maryland
|
$107M
|
+$30.8M
|
+68,889
|
+38%
|
|
|
210
|
26North Partners
New York
|
$106M
|
–
|
–
|
–
|
|
|
211
|
SFMG Wealth Advisors
Plano,
Texas
|
$106M
|
+$5.98M
|
+13,369
|
+6%
|
|
|
212
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$106M
|
+$11.8M
|
+26,349
|
+12%
|
|
|
213
|
RPTC Inc
Jackson,
Wyoming
|
$105M
|
–
|
–
|
–
|
|
|
214
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$104M
|
-$1.13M
|
-2,527
|
-1%
|
|
|
215
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$104M
|
-$105M
|
-233,728
|
-49%
|
|
|
216
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$104M
|
+$383K
|
+856
|
+0.4%
|
|
|
217
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$104M
|
+$28.4M
|
+63,552
|
+36%
|
|
|
218
|
Brookstone Capital Management
Wheaton,
Illinois
|
$103M
|
+$3.63M
|
+8,112
|
+3%
|
|
|
219
|
Pegasus Partners
Mequon,
Wisconsin
|
$100M
|
-$181K
|
-404
|
-0.2%
|
|
|
220
|
Calamos Wealth Management
Naperville,
Illinois
|
$99.8M
|
-$1.52M
|
-3,400
|
-1%
|
|
|
221
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$99.4M
|
-$125K
|
-279
|
-0.1%
|
|
|
222
|
Single Point Partners
Boston,
Massachusetts
|
$98.1M
|
+$105M
|
+234,008
|
New
|
|
|
223
|
Commerce Bank
Kansas City,
Missouri
|
$97.4M
|
-$1.68M
|
-3,757
|
-2%
|
|
|
224
|
Victory Capital Management
San Antonio,
Texas
|
$97M
|
-$47.7M
|
-106,752
|
-32%
|
|
|
225
|
Litman Gregory Wealth Management
Larkspur,
California
|
$97M
|
-$1.7M
|
-3,804
|
-2%
|
|
