|
51
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$10.6M
|
+$1.67M
|
+40,547
|
+19%
|
|
|
52
|
PFG Private Wealth Management
Lutz,
Florida
|
$10.2M
|
+$10.2M
|
+248,090
|
New
|
|
|
53
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$10.1M
|
+$1.81M
|
+44,021
|
+22%
|
|
|
54
|
|
$9.97M
|
+$3.76M
|
+91,455
|
+61%
|
|
|
55
|
|
$9.49M
|
–
|
–
|
–
|
|
|
56
|
Toews Corporation
Northfield,
New Jersey
|
$8.75M
|
-$4.12M
|
-100,100
|
-32%
|
|
|
57
|
RWA Wealth Partners
Newton,
Massachusetts
|
$8.49M
|
-$359K
|
-8,730
|
-4%
|
|
|
58
|
1607 Capital Partners
Richmond,
Virginia
|
$8.24M
|
+$8.22M
|
+200,000
|
New
|
|
|
59
|
Prudential Financial
Newark,
New Jersey
|
$8.16M
|
+$7.86M
|
+191,233
|
+3,071%
|
|
|
60
|
New York Life Investment Management
New York
|
$7.49M
|
+$893K
|
+21,706
|
+14%
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.11M
|
+$735K
|
+17,866
|
+12%
|
|
|
62
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.93M
|
+$913K
|
+22,207
|
+15%
|
|
|
63
|
Raymond James Trust
St. Petersburg,
Florida
|
$6.73M
|
+$786K
|
+19,122
|
+13%
|
|
|
64
|
Simplicity Wealth
Summit,
New Jersey
|
$6.69M
|
+$6.68M
|
+162,338
|
New
|
|
|
65
|
Neuberger Berman Group
New York
|
$6.21M
|
+$2.52M
|
+61,214
|
+68%
|
|
|
66
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.02M
|
+$92.3K
|
+2,244
|
+2%
|
|
|
67
|
Howe & Rusling
Rochester,
New York
|
$5.99M
|
+$1.58M
|
+38,451
|
+36%
|
|
|
68
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$5.67M
|
+$1.69M
|
+41,070
|
+42%
|
|
|
69
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.57M
|
+$599K
|
+14,573
|
+12%
|
|
|
70
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5.3M
|
+$77.1K
|
+1,875
|
+1%
|
|
|
71
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$5.28M
|
+$5.27M
|
+128,057
|
New
|
|
|
72
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$5.24M
|
+$1.07M
|
+25,961
|
+26%
|
|
|
73
|
American Trust
Lexington,
Kentucky
|
$4.97M
|
+$4.96M
|
+120,648
|
New
|
|
|
74
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$4.94M
|
+$207K
|
+5,041
|
+4%
|
|
|
75
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.73M
|
+$187K
|
+4,545
|
+4%
|
|
