|
51
|
Citadel Advisors
Miami,
Florida
|
$10.2M
|
+$10.1M
|
+284,225
|
+1,512%
|
|
|
52
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$10M
|
+$376K
|
+10,571
|
+4%
|
|
|
53
|
Neuberger Berman Group
New York
|
$9.9M
|
+$3.09K
|
+87
|
+0%
|
|
|
54
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$9.74M
|
-$7.64K
|
-215
|
-0.1%
|
|
|
55
|
Hohimer Wealth Management
Seattle,
Washington
|
$9.2M
|
-$970K
|
-27,290
|
-9%
|
|
|
56
|
Portfolio Solutions
Royal Oak,
Michigan
|
$8.95M
|
+$4.09M
|
+114,968
|
+76%
|
|
|
57
|
ALPS Advisors
Denver,
Colorado
|
$8.73M
|
-$129K
|
-3,630
|
-1%
|
|
|
58
|
Howe & Rusling
Rochester,
New York
|
$8.41M
|
-$118K
|
-3,332
|
-1%
|
|
|
59
|
American Trust
Lexington,
Kentucky
|
$8.22M
|
+$1.52M
|
+42,814
|
+21%
|
|
|
60
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$7.87M
|
-$689K
|
-19,391
|
-8%
|
|
|
61
|
Equitable Holdings
New York
|
$7.8M
|
-$334K
|
-9,397
|
-4%
|
|
|
62
|
Prudential Financial
Newark,
New Jersey
|
$7.62M
|
+$2.29M
|
+64,374
|
+40%
|
|
|
63
|
|
$7.46M
|
–
|
–
|
–
|
|
|
64
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$7.22M
|
+$53.3K
|
+1,500
|
+0.7%
|
|
|
65
|
Tolleson Wealth Management
Dallas,
Texas
|
$6.52M
|
-$869K
|
-24,449
|
-11%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$6.23M
|
-$3.45K
|
-97
|
-0.1%
|
|
|
67
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.53M
|
-$150K
|
-4,208
|
-2%
|
|
|
68
|
|
$5.44M
|
+$1.29M
|
+36,249
|
+29%
|
|
|
69
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.31M
|
-$10.6M
|
-297,343
|
-65%
|
|
|
70
|
New England Asset Management
Farmington,
Connecticut
|
$5.04M
|
+$5.33M
|
+150,000
|
New
|
|
|
71
|
New York Life Investment Management
New York
|
$4.98M
|
-$4.58M
|
-128,924
|
-47%
|
|
|
72
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$4.88M
|
-$28.5K
|
-802
|
-0.6%
|
|
|
73
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.72M
|
+$228K
|
+6,420
|
+5%
|
|
|
74
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$4.69M
|
+$4.9M
|
+137,913
|
New
|
|
|
75
|
Bank of New York Mellon
New York
|
$4.66M
|
+$64.2K
|
+1,806
|
+1%
|
|
