|
401
|
Independent Financial Group
San Diego,
California
|
$74.3M
|
+$2.21M
|
+3,273
|
+3%
|
|
|
402
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$73.7M
|
+$5.9M
|
+8,734
|
+9%
|
|
|
403
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$73.4M
|
+$62.2K
|
+92
|
+0.1%
|
|
|
404
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$73.2M
|
–
|
–
|
–
|
|
|
405
|
Azarias Capital Management
Berwyn,
Pennsylvania
|
$72.6M
|
–
|
–
|
–
|
|
|
406
|
First Horizon Corporation
Memphis,
Tennessee
|
$72.3M
|
-$981K
|
-1,451
|
-1%
|
|
|
407
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$71.9M
|
-$82.3M
|
-121,787
|
-54%
|
|
|
408
|
Reicon Wealth Advisors
Atlanta,
Georgia
|
$71.8M
|
+$71.2M
|
+105,326
|
New
|
|
|
409
|
Fayez Sarofim & Co
Houston,
Texas
|
$71.6M
|
+$50.7M
|
+74,964
|
+249%
|
|
|
410
|
Arrowstreet Capital
Boston,
Massachusetts
|
$71.5M
|
-$627M
|
-928,133
|
-90%
|
|
|
411
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$71.4M
|
+$70.6M
|
+104,447
|
New
|
|
|
412
|
Nine Masts Capital
Central,
Hong Kong
|
$71M
|
+$70.4M
|
+104,139
|
New
|
|
|
413
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$70.8M
|
–
|
–
|
–
|
|
|
414
|
Natixis Advisors
Boston,
Massachusetts
|
$70.4M
|
-$1.1M
|
-1,624
|
-2%
|
|
|
415
|
Fort Point Capital Partners
San Francisco,
California
|
$70.3M
|
+$337K
|
+499
|
+0.5%
|
|
|
416
|
New England Asset Management
Farmington,
Connecticut
|
$70.2M
|
+$1.89M
|
+2,800
|
+3%
|
|
|
417
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$70.2M
|
-$547K
|
-809
|
-0.8%
|
|
|
418
|
Conning Inc
Hartford,
Connecticut
|
$69.6M
|
-$816K
|
-1,207
|
-1%
|
|
|
419
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$69.6M
|
-$7.69M
|
-11,374
|
-10%
|
|
|
420
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$69.4M
|
-$229K
|
-339
|
-0.3%
|
|
|
421
|
Edgestream Partners
Princeton,
New Jersey
|
$69.2M
|
+$33.9M
|
+50,107
|
+97%
|
|
|
422
|
D.A. Davidson & Co
Great Falls,
Montana
|
$68.7M
|
-$976K
|
-1,444
|
-1%
|
|
|
423
|
Crewe Advisors
Salt Lake City,
Utah
|
$68.7M
|
-$715K
|
-1,058
|
-1%
|
|
|
424
|
Chevy Chase Trust
Bethesda,
Maryland
|
$67.8M
|
-$987K
|
-1,460
|
-1%
|
|
|
425
|
Westshore Wealth
Newport Beach,
California
|
$67.8M
|
-$1.33M
|
-1,972
|
-2%
|
|
