|
126
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$23.8M
|
-$3.76M
|
-33,811
|
-14%
|
|
|
127
|
TD Private Client Wealth
New York
|
$23.7M
|
+$547K
|
+4,917
|
+2%
|
|
|
128
|
Willis Johnson & Associates
Houston,
Texas
|
$22.4M
|
+$3.52M
|
+31,636
|
+18%
|
|
|
129
|
Petrus Trust Company
Dallas,
Texas
|
$22.3M
|
–
|
–
|
–
|
|
|
130
|
Bramshill Investments
Naples,
Florida
|
$22M
|
+$22.2M
|
+200,000
|
New
|
|
|
131
|
KeyBank National Association
Cleveland,
Ohio
|
$21.8M
|
-$1.21M
|
-10,852
|
-5%
|
|
|
132
|
Atria Investments
Charlotte,
North Carolina
|
$21.8M
|
-$1.74M
|
-15,642
|
-7%
|
|
|
133
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$21.8M
|
+$1.94M
|
+17,412
|
+10%
|
|
|
134
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$21.7M
|
-$41.1K
|
-370
|
-0.2%
|
|
|
135
|
Principal Securities
Des Moines,
Iowa
|
$21.7M
|
-$656K
|
-5,901
|
-3%
|
|
|
136
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$21.7M
|
+$21.9M
|
+196,746
|
New
|
|
|
137
|
Scotia Capital
Toronto,
Ontario, Canada
|
$20.8M
|
+$234K
|
+2,103
|
+1%
|
|
|
138
|
Oppenheimer & Co
New York
|
$20.6M
|
+$5.52M
|
+49,676
|
+36%
|
|
|
139
|
Strategic Wealth Partners
Independence,
Ohio
|
$20.5M
|
+$2.54M
|
+22,872
|
+14%
|
|
|
140
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$20.4M
|
+$1.17M
|
+10,485
|
+6%
|
|
|
141
|
SSI Investment Management
Los Angeles,
California
|
$20.2M
|
+$4.7M
|
+42,317
|
+30%
|
|
|
142
|
Canal Capital Management
Richmond,
Virginia
|
$20.2M
|
+$821K
|
+7,384
|
+4%
|
|
|
143
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$19.7M
|
-$201K
|
-1,804
|
-1%
|
|
|
144
|
DDFG Inc
Thousand Oaks,
California
|
$19.7M
|
+$385K
|
+3,464
|
+2%
|
|
|
145
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$19.6M
|
+$2.33M
|
+20,945
|
+13%
|
|
|
146
|
IHT Wealth Management
Chicago,
Illinois
|
$19.4M
|
+$187K
|
+1,681
|
+1%
|
|
|
147
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$19.3M
|
+$847K
|
+7,621
|
+5%
|
|
|
148
|
HSBC Holdings
London,
United Kingdom
|
$19.3M
|
-$211M
|
-1,895,638
|
-92%
|
|
|
149
|
Brookwood Investment Group
Phoenix,
Arizona
|
$19M
|
+$17.1M
|
+153,499
|
+805%
|
|
|
150
|
Vision Capital Management
Portland,
Oregon
|
$18.9M
|
+$487K
|
+4,379
|
+3%
|
|
