|
51
|
Manning & Napier Group
Fairport,
New York
|
$7.95M
|
–
|
–
|
–
|
|
|
52
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.8M
|
-$629K
|
-12,685
|
-7%
|
|
|
53
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.72M
|
+$273K
|
+5,499
|
+4%
|
|
|
54
|
Empirical Wealth Management
Seattle,
Washington
|
$7.68M
|
+$547K
|
+11,031
|
+8%
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.48M
|
+$6.9M
|
+139,203
|
+1,192%
|
|
|
56
|
PrairieView Partners
St. Paul,
Minnesota
|
$7.14M
|
+$909K
|
+18,336
|
+15%
|
|
|
57
|
Country Club Trust
Kansas City,
Missouri
|
$7.1M
|
-$513K
|
-10,343
|
-7%
|
|
|
58
|
Condor Capital Management
Martinsville,
New Jersey
|
$7.05M
|
+$208K
|
+4,185
|
+3%
|
|
|
59
|
Equitable Holdings
New York
|
$7.01M
|
-$1.3M
|
-26,220
|
-16%
|
|
|
60
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$6.93M
|
-$835K
|
-16,839
|
-11%
|
|
|
61
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$6.91M
|
-$122K
|
-2,460
|
-2%
|
|
|
62
|
Parcion Private Wealth
Bellevue,
Washington
|
$6.89M
|
+$2.41M
|
+48,656
|
+54%
|
|
|
63
|
CX Institutional
Auburn,
Indiana
|
$6.89M
|
+$60.6K
|
+1,221
|
+0.9%
|
|
|
64
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$6.87M
|
+$855K
|
+17,230
|
+14%
|
|
|
65
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$6.7M
|
+$17.7K
|
+356
|
+0.3%
|
|
|
66
|
Charles Schwab
San Francisco,
California
|
$6.61M
|
-$33K
|
-665
|
-0.5%
|
|
|
67
|
1900 Wealth Management
San Antonio,
Texas
|
$6.42M
|
-$2.65M
|
-53,390
|
-29%
|
|
|
68
|
AssetMark Inc
Concord,
California
|
$6.4M
|
-$89.1K
|
-1,797
|
-1%
|
|
|
69
|
Leisure Capital Management
Costa Mesa,
California
|
$6.4M
|
+$964K
|
+19,432
|
+18%
|
|
|
70
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$6.02M
|
+$80K
|
+1,613
|
+1%
|
|
|
71
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$5.88M
|
+$2.95M
|
+59,460
|
+101%
|
|
|
72
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.86M
|
-$22.2K
|
-447
|
-0.4%
|
|
|
73
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$5.79M
|
-$1.46M
|
-29,358
|
-20%
|
|
|
74
|
|
$5.68M
|
-$846K
|
-17,052
|
-13%
|
|
|
75
|
Holt Capital Partners
Fort Worth,
Texas
|
$5.63M
|
-$76.3K
|
-1,539
|
-1%
|
|
