|
76
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$18.4M
|
+$4.12M
|
+43,201
|
+23%
|
|
|
77
|
TD Capital Management
Memphis,
Tennessee
|
$18M
|
+$3.85M
|
+40,296
|
+22%
|
|
|
78
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$18M
|
-$8.59M
|
-89,965
|
-29%
|
|
|
79
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$17.9M
|
-$1.14M
|
-11,902
|
-5%
|
|
|
80
|
Steward Partners Investment Advisory
New York
|
$17.8M
|
+$1.77M
|
+18,594
|
+9%
|
|
|
81
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$17.6M
|
+$20.8M
|
+217,500
|
New
|
|
|
82
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$17.5M
|
+$20.6M
|
+216,226
|
New
|
|
|
83
|
MA Private Wealth
San Carlos,
California
|
$17.4M
|
+$734K
|
+7,693
|
+4%
|
|
|
84
|
Frontier Investment Management
Dallas,
Texas
|
$17M
|
+$20M
|
+209,363
|
New
|
|
|
85
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$16.7M
|
-$13.4M
|
-140,636
|
-41%
|
|
|
86
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$15.9M
|
-$12.5M
|
-131,008
|
-40%
|
|
|
87
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15.3M
|
+$7.57M
|
+79,300
|
+73%
|
|
|
88
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.2M
|
+$374K
|
+3,918
|
+2%
|
|
|
89
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$15.1M
|
+$87K
|
+911
|
+0.5%
|
|
|
90
|
Hershey Trust Company
Hershey,
Pennsylvania
|
$14.7M
|
+$17.3M
|
+181,090
|
New
|
|
|
91
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$13.9M
|
+$77.5K
|
+812
|
+0.5%
|
|
|
92
|
Empirical Wealth Management
Seattle,
Washington
|
$13.8M
|
+$7.9M
|
+82,744
|
+95%
|
|
|
93
|
Ackerman Capital Advisors
Dallas,
Texas
|
$13.7M
|
-$9.2M
|
-96,358
|
-36%
|
|
|
94
|
Summit Wealth Partners
Orlando,
Florida
|
$13.5M
|
+$1.29M
|
+13,500
|
+9%
|
|
|
95
|
ERn Financial LLC
Middleton,
Wisconsin
|
$13.4M
|
+$5.48M
|
+57,383
|
+53%
|
|
|
96
|
Daido Life Insurance Company
Osaka,
Japan
|
$13.3M
|
–
|
–
|
–
|
|
|
97
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$13.2M
|
+$416K
|
+4,361
|
+3%
|
|
|
98
|
20/20 Capital Management
Costa Mesa,
California
|
$12.9M
|
+$515K
|
+5,396
|
+4%
|
|
|
99
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$12.9M
|
+$509K
|
+5,329
|
+3%
|
|
|
100
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$12.7M
|
+$6.65M
|
+69,652
|
+80%
|
|
