|
126
|
|
$17.7M
|
+$887K
|
+8,228
|
+5%
|
|
|
127
|
Willis Johnson & Associates
Houston,
Texas
|
$17.5M
|
+$535K
|
+4,968
|
+3%
|
|
|
128
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.4M
|
+$1.62M
|
+15,003
|
+10%
|
|
|
129
|
Vision Capital Management
Portland,
Oregon
|
$17.2M
|
+$1.16M
|
+10,754
|
+7%
|
|
|
130
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$16.8M
|
+$110K
|
+1,024
|
+0.7%
|
|
|
131
|
Zacks Investment Management
Chicago,
Illinois
|
$16.7M
|
+$1.61M
|
+14,948
|
+11%
|
|
|
132
|
Corient Private Wealth
Miami,
Florida
|
$16.7M
|
+$8.29M
|
+76,963
|
+100%
|
|
|
133
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$16.5M
|
+$76.9K
|
+714
|
+0.5%
|
|
|
134
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$16.3M
|
+$748K
|
+6,938
|
+5%
|
|
|
135
|
SSI Investment Management
Los Angeles,
California
|
$16.2M
|
-$432K
|
-4,009
|
-3%
|
|
|
136
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$15.8M
|
+$6.01M
|
+55,739
|
+62%
|
|
|
137
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$15.7M
|
-$612K
|
-5,677
|
-4%
|
|
|
138
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$15.4M
|
-$15.4M
|
-142,720
|
-50%
|
|
|
139
|
MAI Capital Management
Independence,
Ohio
|
$15.3M
|
+$532K
|
+4,940
|
+4%
|
|
|
140
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$15.2M
|
+$430K
|
+3,994
|
+3%
|
|
|
141
|
Passaic Partners
Newark,
New Jersey
|
$14.6M
|
-$19M
|
-175,951
|
-57%
|
|
|
142
|
Kestra Advisory Services
Austin,
Texas
|
$14.5M
|
-$27.9M
|
-258,614
|
-66%
|
|
|
143
|
Iron Horse Wealth Management
Johston,
Iowa
|
$14.4M
|
-$7.55M
|
-70,074
|
-35%
|
|
|
144
|
5th Street Advisors
Southport,
Connecticut
|
$14.3M
|
-$612K
|
-5,682
|
-4%
|
|
|
145
|
HMS Capital Management
Nashville,
Tennessee
|
$14.2M
|
+$2.68M
|
+24,895
|
+23%
|
|
|
146
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$14.1M
|
-$765K
|
-7,096
|
-5%
|
|
|
147
|
Northcape Wealth Management
Williamsville,
New York
|
$14.1M
|
+$67.3K
|
+625
|
+0.5%
|
|
|
148
|
Hudson Capital Management
Ramsey,
New Jersey
|
$14.1M
|
+$344K
|
+3,191
|
+3%
|
|
|
149
|
Atria Wealth Solutions
New York
|
$14M
|
-$6.33M
|
-58,779
|
-31%
|
|
|
150
|
Oppenheimer & Co
New York
|
$13.9M
|
+$1.03M
|
+9,551
|
+8%
|
|
