|
51
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$14.5M
|
–
|
–
|
–
|
|
|
52
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$13.8M
|
+$3.21M
|
+63,266
|
+31%
|
|
|
53
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$13.6M
|
+$169K
|
+3,340
|
+1%
|
|
|
54
|
Saiph Capital
Wyckoff,
New Jersey
|
$13.5M
|
+$32.8K
|
+647
|
+0.2%
|
|
|
55
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$13.1M
|
-$2.46M
|
-48,499
|
-16%
|
|
|
56
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$12.7M
|
+$1.35M
|
+26,730
|
+12%
|
|
|
57
|
HSBC Holdings
London,
United Kingdom
|
$12.4M
|
+$3.6M
|
+71,120
|
+41%
|
|
|
58
|
Destination Wealth Management
Walnut Creek,
California
|
$12.4M
|
+$311K
|
+6,138
|
+3%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$12.4M
|
+$435K
|
+8,587
|
+4%
|
|
|
60
|
New York Life Investment Management
New York
|
$12.3M
|
+$47.4K
|
+935
|
+0.4%
|
|
|
61
|
Westover Capital Advisors
Wilmington,
Delaware
|
$11M
|
-$297K
|
-5,869
|
-3%
|
|
|
62
|
One Capital Management
Westlake Village,
California
|
$10.9M
|
-$2.23M
|
-44,010
|
-17%
|
|
|
63
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$10.9M
|
-$155K
|
-3,050
|
-1%
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$571K
|
+11,267
|
+6%
|
|
|
65
|
Kingdom Financial Group
Peoria,
Arizona
|
$9.9M
|
-$415K
|
-8,200
|
-4%
|
|
|
66
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$9.74M
|
+$51.3K
|
+1,013
|
+0.5%
|
|
|
67
|
Trivant Custom Portfolio Group
San Diego,
California
|
$8.95M
|
+$632K
|
+12,480
|
+8%
|
|
|
68
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.8M
|
-$4.78M
|
-94,258
|
-35%
|
|
|
69
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$8.54M
|
+$2.41M
|
+47,588
|
+40%
|
|
|
70
|
Capitolis Liquid Global Markets
New York
|
$8.17M
|
+$8.11M
|
+160,000
|
New
|
|
|
71
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$7.89M
|
+$895K
|
+17,660
|
+13%
|
|
|
72
|
CNO Financial Group
Carmel,
Indiana
|
$7.66M
|
+$7.6M
|
+150,000
|
New
|
|
|
73
|
Comerica Bank
Dallas,
Texas
|
$7.55M
|
+$504K
|
+9,939
|
+7%
|
|
|
74
|
Diversify Wealth Management
Sandy,
Utah
|
$7.18M
|
+$1.64M
|
+32,360
|
+30%
|
|
|
75
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$7.16M
|
+$725K
|
+14,310
|
+11%
|
|
