|
51
|
Members Trust
Tampa,
Florida
|
$22.1M
|
-$729K
|
-6,905
|
-3%
|
|
|
52
|
Corient Private Wealth
Miami,
Florida
|
$21.2M
|
+$633K
|
+6,000
|
+3%
|
|
|
53
|
Modera Wealth Management
Westwood,
New Jersey
|
$21.2M
|
+$761K
|
+7,213
|
+4%
|
|
|
54
|
Merriman Wealth Management
Seattle,
Washington
|
$20.1M
|
+$3.03M
|
+28,709
|
+18%
|
|
|
55
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$19.6M
|
-$9.77M
|
-92,640
|
-33%
|
|
|
56
|
M&T Bank
Buffalo,
New York
|
$19.4M
|
+$12.7M
|
+120,562
|
+194%
|
|
|
57
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18.6M
|
-$1.06M
|
-10,090
|
-5%
|
|
|
58
|
Slow Capital
Greenbrae,
California
|
$18.6M
|
-$1.37M
|
-13,029
|
-7%
|
|
|
59
|
Comerica Bank
Dallas,
Texas
|
$18.6M
|
+$175K
|
+1,656
|
+1%
|
|
|
60
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$18.4M
|
+$755K
|
+7,157
|
+4%
|
|
|
61
|
Rockefeller Capital Management
New York
|
$18.3M
|
+$1.64M
|
+15,518
|
+10%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$18.1M
|
+$1.48M
|
+13,981
|
+9%
|
|
|
63
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$17.6M
|
+$42.7K
|
+405
|
+0.2%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.3M
|
-$5.59M
|
-53,009
|
-25%
|
|
|
65
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$17.1M
|
+$503K
|
+4,771
|
+3%
|
|
|
66
|
Alesco Advisors
Pittsford,
New York
|
$16.1M
|
+$161K
|
+1,524
|
+1%
|
|
|
67
|
Alera Investment Advisors
Deerfield,
Illinois
|
$14.9M
|
-$312K
|
-2,955
|
-2%
|
|
|
68
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$14.8M
|
+$412K
|
+3,909
|
+3%
|
|
|
69
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$14.8M
|
-$3.37M
|
-31,895
|
-19%
|
|
|
70
|
Freestone Capital Holdings
Seattle,
Washington
|
$14.6M
|
+$195K
|
+1,847
|
+1%
|
|
|
71
|
One Capital Management
Westlake Village,
California
|
$14.4M
|
+$143K
|
+1,357
|
+1%
|
|
|
72
|
Legacy Edge Advisors
Syosset,
New York
|
$13.8M
|
+$649K
|
+6,148
|
+5%
|
|
|
73
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$13.6M
|
-$664K
|
-6,296
|
-5%
|
|
|
74
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$13M
|
+$67.3K
|
+638
|
+0.5%
|
|
|
75
|
TownSquare Capital
Provo,
Utah
|
$12.8M
|
-$1.83M
|
-17,382
|
-13%
|
|
