|
76
|
CRA Financial Services
Northfield,
New Jersey
|
$14M
|
-$612K
|
-4,552
|
-4%
|
|
|
77
|
Avantax Advisory Services
Dallas,
Texas
|
$13.8M
|
-$1.18M
|
-8,746
|
-8%
|
|
|
78
|
Holt Capital Partners
Fort Worth,
Texas
|
$13.5M
|
-$246K
|
-1,827
|
-2%
|
|
|
79
|
TD Private Client Wealth
New York
|
$13.5M
|
-$2.13M
|
-15,808
|
-14%
|
|
|
80
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$13.2M
|
-$1.05M
|
-7,818
|
-7%
|
|
|
81
|
IEQ Capital
Foster City,
California
|
$13.2M
|
+$6.29M
|
+46,738
|
+93%
|
|
|
82
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$13.1M
|
+$46.7K
|
+347
|
+0.4%
|
|
|
83
|
KCM Investment Advisors
Greenbrae,
California
|
$12.8M
|
-$22.5K
|
-167
|
-0.2%
|
|
|
84
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.6M
|
+$68.9K
|
+512
|
+0.6%
|
|
|
85
|
CIBC World Market
Toronto,
Ontario, Canada
|
$12.5M
|
+$443K
|
+3,293
|
+4%
|
|
|
86
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$12.4M
|
+$296K
|
+2,198
|
+2%
|
|
|
87
|
Mercer Global Advisors
Denver,
Colorado
|
$12.4M
|
-$741K
|
-5,513
|
-6%
|
|
|
88
|
Corient Private Wealth
Miami,
Florida
|
$12.1M
|
-$112K
|
-836
|
-0.9%
|
|
|
89
|
WesBanco Bank
Wheeling,
West Virginia
|
$12.1M
|
-$524K
|
-3,893
|
-4%
|
|
|
90
|
Savant Capital
Rockford,
Illinois
|
$11.6M
|
-$181K
|
-1,344
|
-2%
|
|
|
91
|
HB Wealth Management
Atlanta,
Georgia
|
$11.6M
|
-$348K
|
-2,587
|
-3%
|
|
|
92
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.5M
|
-$680K
|
-5,056
|
-6%
|
|
|
93
|
Sage Rhino Capital
Menlo Park,
California
|
$11.4M
|
-$109K
|
-813
|
-1%
|
|
|
94
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$11.3M
|
-$1.19M
|
-8,858
|
-10%
|
|
|
95
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.2M
|
-$1.11M
|
-8,217
|
-9%
|
|
|
96
|
|
$11.2M
|
+$107K
|
+798
|
+1%
|
|
|
97
|
NBT Bank
Norwich,
New York
|
$11.2M
|
-$108K
|
-805
|
-1%
|
|
|
98
|
World Investment Advisors
Santa Barbara,
California
|
$11M
|
-$157K
|
-1,166
|
-1%
|
|
|
99
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10.9M
|
-$375K
|
-2,787
|
-3%
|
|
|
100
|
US Bancorp
Minneapolis,
Minnesota
|
$10.6M
|
-$109K
|
-810
|
-1%
|
|
