|
51
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4M
|
+$2.18M
|
+42,570
|
+19%
|
|
|
52
|
|
$13.2M
|
+$7.57M
|
+147,845
|
+128%
|
|
|
53
|
Saiph Capital
Wyckoff,
New Jersey
|
$13.2M
|
-$187K
|
-3,643
|
-1%
|
|
|
54
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$13.2M
|
-$4.93M
|
-96,241
|
-27%
|
|
|
55
|
One Capital Management
Westlake Village,
California
|
$13M
|
-$3.75M
|
-73,117
|
-22%
|
|
|
56
|
|
$12.6M
|
-$210K
|
-4,105
|
-2%
|
|
|
57
|
New York Life Investment Management
New York
|
$12M
|
+$1.09M
|
+21,283
|
+10%
|
|
|
58
|
Destination Wealth Management
Walnut Creek,
California
|
$11.9M
|
+$143K
|
+2,786
|
+1%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$11.7M
|
-$1.46M
|
-28,447
|
-11%
|
|
|
60
|
Cosner Financial Group
Windsor,
Colorado
|
$11.7M
|
+$964K
|
+18,815
|
+9%
|
|
|
61
|
Trilogy Capital
Irvine,
California
|
$11.3M
|
-$1.14M
|
-22,216
|
-9%
|
|
|
62
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$11.1M
|
+$1.01M
|
+19,777
|
+10%
|
|
|
63
|
Westover Capital Advisors
Wilmington,
Delaware
|
$11.1M
|
-$7.28M
|
-142,058
|
-39%
|
|
|
64
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$10.8M
|
+$381K
|
+7,436
|
+4%
|
|
|
65
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$10.4M
|
+$73.3K
|
+1,432
|
+0.7%
|
|
|
66
|
Kingdom Financial Group
Peoria,
Arizona
|
$10.2M
|
-$537K
|
-10,481
|
-5%
|
|
|
67
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$9.93M
|
+$566K
|
+11,047
|
+6%
|
|
|
68
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.73M
|
-$2.15M
|
-42,059
|
-18%
|
|
|
69
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$9.54M
|
+$816K
|
+15,931
|
+9%
|
|
|
70
|
HSBC Holdings
London,
United Kingdom
|
$8.64M
|
+$1.39M
|
+27,052
|
+19%
|
|
|
71
|
Trivant Custom Portfolio Group
San Diego,
California
|
$8.18M
|
+$130K
|
+2,542
|
+2%
|
|
|
72
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$8.09M
|
-$1.63M
|
-31,742
|
-16%
|
|
|
73
|
Waterloo Capital
Austin,
Texas
|
$7.54M
|
+$340K
|
+6,647
|
+5%
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$7.16M
|
-$702K
|
-13,713
|
-9%
|
|
|
75
|
Comerica Bank
Dallas,
Texas
|
$6.93M
|
+$265K
|
+5,170
|
+4%
|
|
