|
51
|
New York Life Investment Management
New York
|
$20.2M
|
-$1.94M
|
-37,814
|
-9%
|
|
|
52
|
Cosner Financial Group
Windsor,
Colorado
|
$19.5M
|
+$744K
|
+14,520
|
+4%
|
|
|
53
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.7M
|
-$2.04M
|
-39,907
|
-10%
|
|
|
54
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$18M
|
+$13.9M
|
+271,000
|
+341%
|
|
|
55
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$17.4M
|
+$711K
|
+13,888
|
+4%
|
|
|
56
|
Modern Wealth Management
Lenexa,
Kansas
|
$16.8M
|
+$2.49M
|
+48,557
|
+17%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$14.8M
|
+$981K
|
+19,156
|
+7%
|
|
|
58
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$14.6M
|
+$175K
|
+3,410
|
+1%
|
|
|
59
|
Prudential plc
London, England,
United Kingdom
|
$14.5M
|
+$10.6M
|
+207,680
|
+280%
|
|
|
60
|
Rational Advisors
Huntington,
New York
|
$14.4M
|
+$14.4M
|
+281,728
|
New
|
|
|
61
|
Destination Wealth Management
Walnut Creek,
California
|
$14.3M
|
+$161K
|
+3,144
|
+1%
|
|
|
62
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$13.5M
|
–
|
–
|
–
|
|
|
63
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.5M
|
+$254K
|
+4,959
|
+2%
|
|
|
64
|
HSBC Holdings
London,
United Kingdom
|
$12M
|
+$790K
|
+15,426
|
+7%
|
|
|
65
|
Westover Capital Advisors
Wilmington,
Delaware
|
$11.2M
|
-$137K
|
-2,679
|
-1%
|
|
|
66
|
One Capital Management
Westlake Village,
California
|
$10.2M
|
–
|
–
|
–
|
|
|
67
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10.2M
|
+$217K
|
+4,239
|
+2%
|
|
|
68
|
Allstate Corporation
Northbrook,
Illinois
|
$10.2M
|
+$10.2M
|
+198,315
|
New
|
|
|
69
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$10.1M
|
+$202K
|
+3,941
|
+2%
|
|
|
70
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$10.1M
|
+$669K
|
+13,058
|
+7%
|
|
|
71
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$10M
|
+$376K
|
+7,335
|
+4%
|
|
|
72
|
Harbor Capital Advisors
Chicago,
Illinois
|
$9.93M
|
+$9.59M
|
+187,209
|
+2,902%
|
|
|
73
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.61M
|
+$1M
|
+19,601
|
+12%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$9.48M
|
+$375K
|
+7,315
|
+4%
|
|
|
75
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$9.28M
|
+$2.36M
|
+46,070
|
+34%
|
|
