|
101
|
WhitTier Trust Company
Reno,
Nevada
|
$16.4M
|
+$1.94M
|
+6,173
|
+14%
|
|
|
102
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$16.2M
|
-$436K
|
-1,386
|
-3%
|
|
|
103
|
IFC Holdings
Tampa,
Florida
|
$16.1M
|
-$1.75M
|
-5,569
|
-10%
|
|
|
104
|
Klingman & Associates
New York
|
$16M
|
-$563K
|
-1,789
|
-3%
|
|
|
105
|
Cambridge Associates
Boston,
Massachusetts
|
$15.6M
|
+$3.96M
|
+12,592
|
+35%
|
|
|
106
|
Cornerstone Capital Management Holdings
New York
|
$15.5M
|
-$7.34M
|
-23,317
|
-32%
|
|
|
107
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$15.5M
|
-$723K
|
-2,297
|
-5%
|
|
|
108
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.3M
|
+$763K
|
+2,425
|
+5%
|
|
|
109
|
Gofen & Glossberg
Chicago,
Illinois
|
$15.2M
|
-$84.7K
|
-269
|
-0.6%
|
|
|
110
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$15.2M
|
+$361K
|
+1,146
|
+2%
|
|
|
111
|
Simmons Bank
Pine Bluff,
Arkansas
|
$15.2M
|
-$159K
|
-505
|
-1%
|
|
|
112
|
Daniel Devine & Co
Parkland,
Florida
|
$14.8M
|
-$63K
|
-200
|
-0.4%
|
|
|
113
|
Retirement Capital Strategies
San Jose,
California
|
$14.8M
|
-$350K
|
-1,112
|
-2%
|
|
|
114
|
Sentinel Asset Management
Montpelier,
Vermont
|
$14.5M
|
+$14.4M
|
+45,700
|
New
|
|
|
115
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$14.4M
|
+$137K
|
+434
|
+1%
|
|
|
116
|
Boston Family Office
Boston,
Massachusetts
|
$14.3M
|
+$266K
|
+844
|
+2%
|
|
|
117
|
Oppenheimer & Co
New York
|
$14.2M
|
+$204K
|
+647
|
+1%
|
|
|
118
|
Old National Bancorp
Evansville,
Indiana
|
$14M
|
-$732K
|
-2,325
|
-5%
|
|
|
119
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$14M
|
+$45.6K
|
+145
|
+0.3%
|
|
|
120
|
Advisor Group
Phoenix,
Arizona
|
$14M
|
-$663K
|
-2,106
|
-5%
|
|
|
121
|
National Planning Corporation
El Segundo,
California
|
$14M
|
-$10.1M
|
-32,072
|
-42%
|
|
|
122
|
|
$13.6M
|
-$89.3M
|
-283,747
|
-87%
|
|
|
123
|
M&T Bank
Buffalo,
New York
|
$13.2M
|
-$80.3K
|
-255
|
-0.6%
|
|
|
124
|
Linscomb Wealth
Houston,
Texas
|
$13.1M
|
+$1.07M
|
+3,393
|
+9%
|
|
|
125
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$12.9M
|
–
|
–
|
–
|
|
