|
51
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$10M
|
+$525K
|
+13,290
|
+5%
|
|
|
52
|
1607 Capital Partners
Richmond,
Virginia
|
$9.93M
|
+$2.19M
|
+55,500
|
+28%
|
|
|
53
|
Equitable Holdings
New York
|
$9.09M
|
-$1.02M
|
-25,830
|
-10%
|
|
|
54
|
Neuberger Berman Group
New York
|
$9.08M
|
+$3.28M
|
+82,973
|
+55%
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.03M
|
+$3.84M
|
+97,174
|
+72%
|
|
|
56
|
|
$8.23M
|
-$1.19M
|
-30,084
|
-12%
|
|
|
57
|
Howe & Rusling
Rochester,
New York
|
$8.1M
|
+$2.49M
|
+63,011
|
+43%
|
|
|
58
|
American Trust
Lexington,
Kentucky
|
$8.05M
|
+$3.42M
|
+86,503
|
+72%
|
|
|
59
|
New York Life Investment Management
New York
|
$7.79M
|
+$735K
|
+18,606
|
+10%
|
|
|
60
|
Toews Corporation
Northfield,
New Jersey
|
$7.57M
|
-$692K
|
-17,500
|
-8%
|
|
|
61
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$7.16M
|
-$43.4M
|
-1,098,412
|
-86%
|
|
|
62
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.79M
|
+$259K
|
+6,556
|
+4%
|
|
|
63
|
|
$6.7M
|
–
|
–
|
–
|
|
|
64
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$6.62M
|
+$5.76M
|
+145,807
|
+593%
|
|
|
65
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.59M
|
-$123K
|
-3,104
|
-2%
|
|
|
66
|
Raymond James Trust
St. Petersburg,
Florida
|
$6M
|
-$359K
|
-9,079
|
-6%
|
|
|
67
|
Prudential Financial
Newark,
New Jersey
|
$5.91M
|
-$1.79M
|
-45,394
|
-23%
|
|
|
68
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$5.75M
|
+$760K
|
+19,236
|
+15%
|
|
|
69
|
|
$5.62M
|
-$15.9M
|
-402,787
|
-74%
|
|
|
70
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.56M
|
-$120K
|
-3,029
|
-2%
|
|
|
71
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$5.33M
|
+$356K
|
+9,018
|
+7%
|
|
|
72
|
55I LLC
Boston,
Massachusetts
|
$5.08M
|
+$4.95M
|
+125,233
|
+2,286%
|
|
|
73
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$5.05M
|
+$3.95M
|
+100,000
|
+333%
|
|
|
74
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.89M
|
+$429K
|
+10,854
|
+9%
|
|
|
75
|
Simplicity Wealth
Summit,
New Jersey
|
$4.68M
|
-$1.65M
|
-41,821
|
-26%
|
|
