|
101
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$11M
|
-$157K
|
-876
|
-1%
|
|
|
102
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$10.8M
|
+$5.9M
|
+32,865
|
+123%
|
|
|
103
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.5M
|
+$4.5M
|
+25,050
|
+76%
|
|
|
104
|
EP Wealth Advisors
Torrance,
California
|
$10.5M
|
+$10.4M
|
+58,130
|
New
|
|
|
105
|
KeyBank National Association
Cleveland,
Ohio
|
$10.5M
|
+$379K
|
+2,110
|
+4%
|
|
|
106
|
Leeward Investments
Boston,
Massachusetts
|
$10.5M
|
-$5.71M
|
-31,777
|
-35%
|
|
|
107
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$10.3M
|
+$146K
|
+815
|
+2%
|
|
|
108
|
Summit Financial
Parsippany,
New Jersey
|
$10.2M
|
+$419K
|
+2,334
|
+4%
|
|
|
109
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$10M
|
-$103K
|
-576
|
-1%
|
|
|
110
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$9.94M
|
-$567K
|
-3,159
|
-5%
|
|
|
111
|
TD Asset Management
Toronto,
Ontario, Canada
|
$9.93M
|
+$670K
|
+3,729
|
+7%
|
|
|
112
|
William Blair & Company
Chicago,
Illinois
|
$9.91M
|
-$70.2K
|
-391
|
-0.7%
|
|
|
113
|
First Horizon Corporation
Memphis,
Tennessee
|
$9.91M
|
+$208K
|
+1,159
|
+2%
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$9.82M
|
+$801K
|
+4,461
|
+9%
|
|
|
115
|
Franklin Resources
San Mateo,
California
|
$9.82M
|
-$272K
|
-1,514
|
-3%
|
|
|
116
|
Corundum Group
Colorado Springs,
Colorado
|
$9.76M
|
+$1.84M
|
+10,244
|
+23%
|
|
|
117
|
Cresset Asset Management
Chicago,
Illinois
|
$9.7M
|
+$1.32M
|
+7,327
|
+16%
|
|
|
118
|
Stephens Inc
Little Rock,
Arkansas
|
$9.66M
|
+$32.3K
|
+180
|
+0.3%
|
|
|
119
|
Shapiro Capital Management
Atlanta,
Georgia
|
$9.6M
|
-$14.3M
|
-79,380
|
-60%
|
|
|
120
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.51M
|
-$128K
|
-712
|
-1%
|
|
|
121
|
Viewpoint Capital Management
Seattle,
Washington
|
$8.62M
|
+$211K
|
+1,172
|
+3%
|
|
|
122
|
HB Wealth Management
Atlanta,
Georgia
|
$8.52M
|
+$171K
|
+953
|
+2%
|
|
|
123
|
Aristotle Capital Boston
Boston,
Massachusetts
|
$8.27M
|
+$1.69M
|
+9,390
|
+26%
|
|
|
124
|
HSBC Holdings
London,
United Kingdom
|
$8.26M
|
+$6.63M
|
+36,910
|
+426%
|
|
|
125
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$8.07M
|
-$141K
|
-783
|
-2%
|
|
