|
51
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$24.4M
|
–
|
–
|
–
|
|
|
52
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$24.2M
|
-$217K
|
-2,772
|
-0.8%
|
|
|
53
|
Grimes & Company
Westborough,
Massachusetts
|
$23.3M
|
+$4.49M
|
+57,454
|
+23%
|
|
|
54
|
|
$23.3M
|
+$1.45M
|
+18,553
|
+6%
|
|
|
55
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$23M
|
+$958K
|
+12,270
|
+4%
|
|
|
56
|
Choice Wealth Advisors
Waterville,
Maine
|
$22.9M
|
+$160K
|
+2,049
|
+0.7%
|
|
|
57
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.5M
|
+$1.12M
|
+14,371
|
+5%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$22.4M
|
+$258K
|
+3,297
|
+1%
|
|
|
59
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.2M
|
-$14M
|
-179,098
|
-38%
|
|
|
60
|
|
$21.7M
|
+$22.4M
|
+287,036
|
New
|
|
|
61
|
Tradition Wealth Management
Edina,
Minnesota
|
$21M
|
+$1.69M
|
+21,602
|
+8%
|
|
|
62
|
Family Investment Center
Saint Joseph,
Missouri
|
$20.8M
|
-$558K
|
-7,144
|
-3%
|
|
|
63
|
Leo Wealth LLC
Hurst,
Texas
|
$19.9M
|
-$3.94M
|
-50,405
|
-16%
|
|
|
64
|
EP Wealth Advisors
Torrance,
California
|
$19.7M
|
-$246K
|
-3,150
|
-1%
|
|
|
65
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$19.5M
|
+$126K
|
+1,618
|
+0.6%
|
|
|
66
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
+$9.04M
|
+115,672
|
+96%
|
|
|
67
|
Navigation Group
Redwood City,
California
|
$16.7M
|
+$17.2M
|
+220,388
|
New
|
|
|
68
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$16.2M
|
+$2.92M
|
+37,359
|
+21%
|
|
|
69
|
Equitable Holdings
New York
|
$14.3M
|
+$2.87M
|
+36,705
|
+24%
|
|
|
70
|
Park Avenue Securities
New York
|
$13.2M
|
+$119K
|
+1,525
|
+0.9%
|
|
|
71
|
Bank of America
Charlotte,
North Carolina
|
$12.8M
|
+$9.78M
|
+125,144
|
+288%
|
|
|
72
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$11.4M
|
+$1.75M
|
+22,365
|
+17%
|
|
|
73
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$11.1M
|
-$9.82M
|
-125,688
|
-46%
|
|
|
74
|
Unique Wealth
Clearwater,
Florida
|
$10.8M
|
+$3.68M
|
+47,062
|
+49%
|
|
|
75
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$9.89M
|
+$10.2M
|
+130,600
|
New
|
|
