|
51
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$7.71M
|
+$2.5M
|
+60,554
|
+49%
|
|
|
52
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$7.58M
|
+$7.5M
|
+181,689
|
New
|
|
|
53
|
Cavalier Investments
Alpharetta,
Georgia
|
$6.54M
|
+$1.21M
|
+29,200
|
+23%
|
|
|
54
|
|
$6.5M
|
-$8.9M
|
-215,559
|
-58%
|
|
|
55
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.97M
|
+$5.91M
|
+143,040
|
New
|
|
|
56
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.95M
|
+$606K
|
+14,678
|
+11%
|
|
|
57
|
|
$5.8M
|
-$63.7M
|
-1,542,787
|
-92%
|
|
|
58
|
First Mercantile Trust
Cordova,
Tennessee
|
$5.75M
|
-$1.15M
|
-27,889
|
-17%
|
|
|
59
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.73M
|
+$4.25M
|
+103,021
|
+301%
|
|
|
60
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.65M
|
+$651K
|
+15,769
|
+13%
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.51M
|
-$235K
|
-5,684
|
-4%
|
|
|
62
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.51M
|
+$330K
|
+7,988
|
+6%
|
|
|
63
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5.45M
|
-$569K
|
-13,786
|
-10%
|
|
|
64
|
Private Advisor Group
Morristown,
New Jersey
|
$5.31M
|
+$387K
|
+9,365
|
+8%
|
|
|
65
|
Clal Insurance
Tel-Aviv,
Israel
|
$5.1M
|
–
|
–
|
–
|
|
|
66
|
Millennium Management
New York
|
$5.08M
|
+$4.21M
|
+101,817
|
+510%
|
|
|
67
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$4.98M
|
+$1.7M
|
+41,190
|
+53%
|
|
|
68
|
Mercer Global Advisors
Denver,
Colorado
|
$4.74M
|
+$1.8M
|
+43,693
|
+63%
|
|
|
69
|
Horizon Investments
Charlotte,
North Carolina
|
$4.74M
|
+$2.67M
|
+64,618
|
+130%
|
|
|
70
|
Securian Asset Management
St Paul,
Minnesota
|
$4.72M
|
+$357K
|
+8,640
|
+8%
|
|
|
71
|
Cornerstone Management
Duluth,
Georgia
|
$4.66M
|
-$28.9K
|
-700
|
-0.6%
|
|
|
72
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.51M
|
+$1.58M
|
+38,346
|
+55%
|
|
|
73
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.43M
|
–
|
–
|
–
|
|
|
74
|
55I LLC
Boston,
Massachusetts
|
$4.41M
|
+$1.16M
|
+27,981
|
+36%
|
|
|
75
|
WealthSource Partners
San Luis Obispo,
California
|
$4.4M
|
+$47.7K
|
+1,156
|
+1%
|
|
