|
201
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$11.8M
|
-$1.31M
|
-12,055
|
-10%
|
|
|
202
|
Insight Wealth Partners
Plano,
Texas
|
$11.6M
|
-$3.62M
|
-33,182
|
-24%
|
|
|
203
|
Daiwa Securities Group
Tokyo,
Japan
|
$11.4M
|
+$53.4K
|
+490
|
+0.5%
|
|
|
204
|
EFG International
Zurich,
|
$11.3M
|
+$680K
|
+6,245
|
+6%
|
|
|
205
|
Trajan Wealth
Scottsdale,
Arizona
|
$11.2M
|
+$141K
|
+1,293
|
+1%
|
|
|
206
|
Legacy Private Trust
Neenah,
Wisconsin
|
$11.2M
|
+$1.74M
|
+15,968
|
+18%
|
|
|
207
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$11M
|
+$312K
|
+2,868
|
+3%
|
|
|
208
|
Nissay Asset Management
Tokyo,
Japan
|
$11M
|
+$7.5M
|
+68,856
|
+215%
|
|
|
209
|
First Foundation Advisors
Irvine,
California
|
$11M
|
+$4.1M
|
+37,662
|
+60%
|
|
|
210
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$10.9M
|
+$1.6M
|
+14,730
|
+17%
|
|
|
211
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$10.9M
|
+$1.64M
|
+15,038
|
+18%
|
|
|
212
|
Tudor Investment Corp
Stamford,
Connecticut
|
$10.8M
|
-$12.2M
|
-112,151
|
-53%
|
|
|
213
|
Invictus Private Wealth
Denver,
Colorado
|
$10.8M
|
+$1.18M
|
+10,797
|
+12%
|
|
|
214
|
Cresta Advisors
Laredo,
Texas
|
$10.7M
|
-$2.83M
|
-25,966
|
-21%
|
|
|
215
|
Beta Wealth Group
San Diego,
California
|
$10.5M
|
+$27.7K
|
+254
|
+0.3%
|
|
|
216
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$10.5M
|
-$2.89M
|
-26,486
|
-22%
|
|
|
217
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$10.4M
|
–
|
–
|
–
|
|
|
218
|
Kelsey Financial
Moorpark,
California
|
$10.4M
|
-$152K
|
-1,395
|
-1%
|
|
|
219
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$9.98M
|
+$187K
|
+1,713
|
+2%
|
|
|
220
|
Fiduciary Financial Group
San Rafael,
California
|
$9.85M
|
+$373K
|
+3,424
|
+4%
|
|
|
221
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.64M
|
-$1.58M
|
-14,532
|
-14%
|
|
|
222
|
Mercer Global Advisors
Denver,
Colorado
|
$9.58M
|
+$2.8M
|
+25,743
|
+41%
|
|
|
223
|
IPG Investment Advisors
San Diego,
California
|
$9.56M
|
+$8.16M
|
+74,851
|
+584%
|
|
|
224
|
Wealthstar Advisors
Plano,
Texas
|
$9.5M
|
-$227K
|
-2,087
|
-2%
|
|
|
225
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$9.48M
|
+$9.47M
|
+86,909
|
New
|
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