|
51
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$14.8M
|
+$152K
|
+3,000
|
+1%
|
|
|
52
|
Diversify Advisory Services
Sandy,
Utah
|
$14.5M
|
+$8.58M
|
+169,687
|
+151%
|
|
|
53
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$14.2M
|
+$1.43M
|
+28,389
|
+11%
|
|
|
54
|
New York Life Investment Management
New York
|
$13.7M
|
+$1.29M
|
+25,491
|
+11%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$13M
|
+$529K
|
+10,469
|
+4%
|
|
|
56
|
HSBC Holdings
London,
United Kingdom
|
$12.8M
|
+$316K
|
+6,254
|
+3%
|
|
|
57
|
Destination Wealth Management
Walnut Creek,
California
|
$12.7M
|
+$254K
|
+5,031
|
+2%
|
|
|
58
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.4M
|
-$1.32M
|
-26,066
|
-10%
|
|
|
59
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$11.4M
|
+$428K
|
+8,463
|
+4%
|
|
|
60
|
Westover Capital Advisors
Wilmington,
Delaware
|
$10.8M
|
-$249K
|
-4,925
|
-2%
|
|
|
61
|
|
$10.4M
|
-$9.07M
|
-179,408
|
-47%
|
|
|
62
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
-$344K
|
-6,814
|
-3%
|
|
|
63
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$9.92M
|
+$104K
|
+2,052
|
+1%
|
|
|
64
|
Simplicity Wealth
Summit,
New Jersey
|
$9.25M
|
+$3.72M
|
+73,659
|
+69%
|
|
|
65
|
Trivant Custom Portfolio Group
San Diego,
California
|
$8.93M
|
-$76.1K
|
-1,506
|
-0.9%
|
|
|
66
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$8.89M
|
+$933K
|
+18,465
|
+12%
|
|
|
67
|
Diversify Wealth Management
Sandy,
Utah
|
$8.25M
|
+$983K
|
+19,448
|
+14%
|
|
|
68
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$8.18M
|
-$416K
|
-8,224
|
-5%
|
|
|
69
|
Comerica Bank
Dallas,
Texas
|
$8.16M
|
+$553K
|
+10,943
|
+7%
|
|
|
70
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$8.07M
|
+$853K
|
+16,882
|
+12%
|
|
|
71
|
CNO Financial Group
Carmel,
Indiana
|
$7.72M
|
–
|
–
|
–
|
|
|
72
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$7.03M
|
+$1.49M
|
+29,558
|
+28%
|
|
|
73
|
Columbus Macro
New Castle,
Pennsylvania
|
$6.58M
|
+$1.4M
|
+27,790
|
+28%
|
|
|
74
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.47M
|
+$621K
|
+12,287
|
+11%
|
|
|
75
|
Vontobel Holding
Zurich,
Switzerland
|
$6.43M
|
–
|
–
|
–
|
|
