|
51
|
New York Life Investment Management
New York
|
$15.3M
|
+$1.36M
|
+26,444
|
+10%
|
|
|
52
|
|
$15.3M
|
+$15.1M
|
+292,300
|
New
|
|
|
53
|
|
$15.2M
|
+$15M
|
+290,526
|
New
|
|
|
54
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$14.1M
|
-$875K
|
-16,950
|
-6%
|
|
|
55
|
Steward Partners Investment Advisory
New York
|
$13.4M
|
+$220K
|
+4,265
|
+2%
|
|
|
56
|
Destination Wealth Management
Walnut Creek,
California
|
$13.2M
|
+$305K
|
+5,920
|
+2%
|
|
|
57
|
Modern Wealth Management
Lenexa,
Kansas
|
$12.9M
|
-$2.48M
|
-48,121
|
-16%
|
|
|
58
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.4M
|
-$107K
|
-2,077
|
-0.9%
|
|
|
59
|
Diversify Advisory Services
Sandy,
Utah
|
$12.4M
|
-$2.22M
|
-43,017
|
-15%
|
|
|
60
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$12.2M
|
+$638K
|
+12,368
|
+6%
|
|
|
61
|
Westover Capital Advisors
Wilmington,
Delaware
|
$11.5M
|
+$582K
|
+11,280
|
+5%
|
|
|
62
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$11.5M
|
-$8.06M
|
-156,133
|
-99%
|
|
|
63
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$10.4M
|
+$10.3M
|
+200,000
|
New
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
-$243K
|
-4,704
|
-2%
|
|
|
65
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.57M
|
+$1.26M
|
+24,327
|
+15%
|
|
|
66
|
Diversify Wealth Management
Sandy,
Utah
|
$9.49M
|
+$1.18M
|
+22,796
|
+14%
|
|
|
67
|
Trivant Custom Portfolio Group
San Diego,
California
|
$9.26M
|
+$186K
|
+3,610
|
+2%
|
|
|
68
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$9.12M
|
-$932K
|
-18,072
|
-9%
|
|
|
69
|
Rockefeller Capital Management
New York
|
$9.09M
|
+$3.36M
|
+65,129
|
+60%
|
|
|
70
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$9.06M
|
+$5.81M
|
+112,558
|
+185%
|
|
|
71
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$9.06M
|
+$29.5K
|
+571
|
+0.3%
|
|
|
72
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.73M
|
+$2.12M
|
+41,082
|
+32%
|
|
|
73
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$8.21M
|
-$6.14M
|
-119,099
|
-43%
|
|
|
74
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$7.75M
|
+$613K
|
+11,887
|
+9%
|
|
|
75
|
Columbus Macro
New Castle,
Pennsylvania
|
$6.6M
|
-$78.7K
|
-1,525
|
-1%
|
|
