|
51
|
Hohimer Wealth Management
Seattle,
Washington
|
$10.4M
|
-$13.5M
|
-369,090
|
-55%
|
|
|
52
|
Neuberger Berman Group
New York
|
$10.2M
|
+$2.22M
|
+60,493
|
+26%
|
|
|
53
|
Sage Advisory Services
Austin,
Texas
|
$10.1M
|
+$10.7M
|
+291,703
|
New
|
|
|
54
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$10M
|
+$125K
|
+3,398
|
+1%
|
|
|
55
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$9.98M
|
-$94.2K
|
-2,570
|
-0.9%
|
|
|
56
|
New York Life Investment Management
New York
|
$9.59M
|
+$2.81M
|
+76,513
|
+38%
|
|
|
57
|
ALPS Advisors
Denver,
Colorado
|
$9.11M
|
-$3.94M
|
-107,587
|
-29%
|
|
|
58
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$8.77M
|
-$160K
|
-4,357
|
-2%
|
|
|
59
|
Howe & Rusling
Rochester,
New York
|
$8.77M
|
+$1.65M
|
+45,024
|
+22%
|
|
|
60
|
PFG Private Wealth Management
Lutz,
Florida
|
$8.59M
|
-$670K
|
-18,272
|
-7%
|
|
|
61
|
Equitable Holdings
New York
|
$8.35M
|
+$271K
|
+7,403
|
+3%
|
|
|
62
|
Tolleson Wealth Management
Dallas,
Texas
|
$7.56M
|
+$8.01M
|
+218,354
|
New
|
|
|
63
|
|
$7.46M
|
+$131K
|
+3,566
|
+2%
|
|
|
64
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$7.43M
|
+$7.84M
|
+213,815
|
+21,382%
|
|
|
65
|
American Trust
Lexington,
Kentucky
|
$6.98M
|
-$199K
|
-5,424
|
-3%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$6.42M
|
-$8.3M
|
-226,492
|
-55%
|
|
|
67
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.84M
|
-$26.3K
|
-718
|
-0.4%
|
|
|
68
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$5.8M
|
-$105K
|
-2,856
|
-2%
|
|
|
69
|
Prudential Financial
Newark,
New Jersey
|
$5.57M
|
+$322K
|
+8,771
|
+6%
|
|
|
70
|
Raymond James Trust
St. Petersburg,
Florida
|
$5.55M
|
+$218K
|
+5,951
|
+4%
|
|
|
71
|
Portfolio Solutions
Royal Oak,
Michigan
|
$5.23M
|
+$4.16M
|
+113,513
|
+302%
|
|
|
72
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$4.91M
|
+$178K
|
+4,843
|
+4%
|
|
|
73
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.85M
|
-$112K
|
-3,067
|
-2%
|
|
|
74
|
|
$4.84M
|
-$173K
|
-4,714
|
-3%
|
|
|
75
|
Bank of New York Mellon
New York
|
$4.73M
|
+$2.04M
|
+55,701
|
+69%
|
|
