|
101
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$8.56M
|
+$167K
|
+1,449
|
+2%
|
|
|
102
|
Montag & Associates
Atlanta,
Georgia
|
$8.54M
|
–
|
–
|
–
|
|
|
103
|
Whittier Trust
South Pasadena,
California
|
$7.78M
|
-$50.9K
|
-441
|
-0.7%
|
|
|
104
|
Mosaic Financial Partners
San Francisco,
California
|
$7.47M
|
-$23.3K
|
-202
|
-0.3%
|
|
|
105
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$7.25M
|
-$373K
|
-3,235
|
-5%
|
|
|
106
|
New York Life Investment Management
New York
|
$7.11M
|
-$196K
|
-1,700
|
-3%
|
|
|
107
|
Opus Capital Group
Cincinnati,
Ohio
|
$7.02M
|
-$29.4K
|
-255
|
-0.4%
|
|
|
108
|
Regions Financial Corp
Birmingham,
Alabama
|
$7M
|
+$4.04K
|
+35
|
+0.1%
|
|
|
109
|
Evercore Wealth Management
New York
|
$6.89M
|
+$115K
|
+1,000
|
+2%
|
|
|
110
|
Boys Arnold & Co
Asheville,
North Carolina
|
$6.88M
|
+$610K
|
+5,290
|
+10%
|
|
|
111
|
Millennium Management
New York
|
$6.49M
|
-$8.73M
|
-75,678
|
-58%
|
|
|
112
|
|
$6.44M
|
+$6.35M
|
+55,065
|
New
|
|
|
113
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$6.33M
|
–
|
–
|
–
|
|
|
114
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$6.23M
|
-$5.37M
|
-46,552
|
-47%
|
|
|
115
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6.12M
|
-$34.6K
|
-300
|
-0.6%
|
|
|
116
|
First National Trust
Hermitage,
Pennsylvania
|
$5.93M
|
–
|
–
|
–
|
|
|
117
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.88M
|
+$560K
|
+4,856
|
+11%
|
|
|
118
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$5.76M
|
–
|
–
|
–
|
|
|
119
|
Sandy Spring Bank
Olney,
Maryland
|
$5.74M
|
-$96.5K
|
-837
|
-2%
|
|
|
120
|
Boston Financial Management
Boston,
Massachusetts
|
$5.61M
|
+$332K
|
+2,880
|
+6%
|
|
|
121
|
Paracle Advisors
Mercer Island,
Washington
|
$5.2M
|
-$851K
|
-7,381
|
-14%
|
|
|
122
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.09M
|
-$184K
|
-1,594
|
-4%
|
|
|
123
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.08M
|
+$3.91M
|
+33,941
|
+357%
|
|
|
124
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.06M
|
+$366K
|
+3,170
|
+8%
|
|
|
125
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$5.01M
|
-$2.62M
|
-22,734
|
-35%
|
|
