|
51
|
One Capital Management
Westlake Village,
California
|
$14.2M
|
-$15.9M
|
-325,545
|
-54%
|
|
|
52
|
Trilogy Capital
Irvine,
California
|
$14M
|
+$406K
|
+8,328
|
+3%
|
|
|
53
|
Saiph Capital
Wyckoff,
New Jersey
|
$13.8M
|
+$275K
|
+5,635
|
+2%
|
|
|
54
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$12.3M
|
–
|
–
|
–
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$12.2M
|
+$6.81M
|
+139,636
|
+143%
|
|
|
56
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$12.1M
|
-$481K
|
-9,849
|
-4%
|
|
|
57
|
Arden Trust
Wilmington,
Delaware
|
$11.9M
|
+$524K
|
+10,741
|
+5%
|
|
|
58
|
Wells Fargo
San Francisco,
California
|
$11.8M
|
-$716K
|
-14,676
|
-6%
|
|
|
59
|
Cosner Financial Group
Windsor,
Colorado
|
$11.7M
|
-$53.2K
|
-1,090
|
-0.5%
|
|
|
60
|
New York Life Investment Management
New York
|
$10.6M
|
+$201K
|
+4,113
|
+2%
|
|
|
61
|
HSBC Holdings
London,
United Kingdom
|
$10.4M
|
+$2.06M
|
+42,245
|
+26%
|
|
|
62
|
Destination Wealth Management
Walnut Creek,
California
|
$10.4M
|
-$584K
|
-11,969
|
-6%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$10.3M
|
+$6.51M
|
+133,367
|
+199%
|
|
|
64
|
US Bancorp
Minneapolis,
Minnesota
|
$9.74M
|
-$197K
|
-4,033
|
-2%
|
|
|
65
|
Westover Capital Advisors
Wilmington,
Delaware
|
$8.4M
|
-$301K
|
-6,161
|
-4%
|
|
|
66
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$8.24M
|
+$2.11M
|
+43,221
|
+37%
|
|
|
67
|
Vontobel Holding
Zurich,
Switzerland
|
$7.69M
|
–
|
–
|
–
|
|
|
68
|
Simplicity Wealth
Summit,
New Jersey
|
$7.28M
|
-$129K
|
-2,643
|
-2%
|
|
|
69
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$7.07M
|
+$2.25M
|
+46,055
|
+50%
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.92M
|
-$4.59M
|
-94,124
|
-41%
|
|
|
71
|
Kingdom Financial Group
Peoria,
Arizona
|
$6.11M
|
-$255K
|
-5,218
|
-4%
|
|
|
72
|
Comerica Bank
Dallas,
Texas
|
$6.07M
|
-$29.6K
|
-606
|
-0.5%
|
|
|
73
|
Waterloo Capital
Austin,
Texas
|
$5.88M
|
+$2.58M
|
+52,943
|
+86%
|
|
|
74
|
Quantitative Strategies
Calabasas,
California
|
$5.39M
|
+$118K
|
+2,422
|
+2%
|
|
|
75
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.35M
|
-$1.71M
|
-35,126
|
-25%
|
|
