|
51
|
Fidelity Investments
Boston,
Massachusetts
|
$17.6M
|
-$56.9K
|
-1,647
|
-0.3%
|
|
|
52
|
Venturi Wealth Management
Austin,
Texas
|
$16.2M
|
+$16.2M
|
+469,406
|
New
|
|
|
53
|
|
$15.9M
|
-$674K
|
-19,498
|
-4%
|
|
|
54
|
BlueCrest Capital Management
St Helier,
Jersey
|
$15.8M
|
+$15.8M
|
+456,667
|
New
|
|
|
55
|
Charles Schwab
San Francisco,
California
|
$14.4M
|
-$215K
|
-6,215
|
-1%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$13.7M
|
+$511K
|
+14,787
|
+4%
|
|
|
57
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.5M
|
+$8.74K
|
+253
|
+0.1%
|
|
|
58
|
PPM America
Chicago,
Illinois
|
$11.7M
|
-$4.23M
|
-122,500
|
-27%
|
|
|
59
|
Mercer Global Advisors
Denver,
Colorado
|
$11.3M
|
-$2.28M
|
-65,934
|
-17%
|
|
|
60
|
|
$11M
|
+$544K
|
+15,752
|
+5%
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11M
|
+$10.9M
|
+315,593
|
+58,227%
|
|
|
62
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.9M
|
+$9.41M
|
+272,195
|
+624%
|
|
|
63
|
Neuberger Berman Group
New York
|
$10.9M
|
+$700K
|
+20,246
|
+7%
|
|
|
64
|
Trek Financial
Scottsdale,
Arizona
|
$10.3M
|
+$10.3M
|
+298,533
|
New
|
|
|
65
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$9.92M
|
-$80.6K
|
-2,332
|
-0.8%
|
|
|
66
|
New England Asset Management
Farmington,
Connecticut
|
$9.74M
|
+$4.56M
|
+132,000
|
+88%
|
|
|
67
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.69M
|
+$9.38M
|
+271,447
|
New
|
|
|
68
|
Equitable Holdings
New York
|
$9.68M
|
+$1.68M
|
+48,505
|
+21%
|
|
|
69
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.4M
|
+$3.95M
|
+114,195
|
+72%
|
|
|
70
|
ALPS Advisors
Denver,
Colorado
|
$8.83M
|
-$133K
|
-3,840
|
-1%
|
|
|
71
|
|
$8.16M
|
+$2.58M
|
+74,526
|
+46%
|
|
|
72
|
|
$8.13M
|
+$7.71M
|
+223,203
|
+1,806%
|
|
|
73
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$8.11M
|
+$30.1K
|
+872
|
+0.4%
|
|
|
74
|
FC Advisory
West Chester,
Pennsylvania
|
$7.92M
|
+$7.71M
|
+223,181
|
+3,676%
|
|
|
75
|
Howe & Rusling
Rochester,
New York
|
$7.86M
|
-$775K
|
-22,439
|
-9%
|
|
