|
51
|
Rockefeller Capital Management
New York
|
$145M
|
+$5.42M
|
+18,898
|
+4%
|
|
|
52
|
Pinnacle Associates
New York
|
$140M
|
+$1.15M
|
+4,012
|
+0.9%
|
|
|
53
|
State Street
Boston,
Massachusetts
|
$140M
|
-$2.29K
|
-8
|
-0%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$138M
|
+$22.7M
|
+79,265
|
+21%
|
|
|
55
|
Fusion Family Wealth
Woodbury,
New York
|
$137M
|
-$258K
|
-901
|
-0.2%
|
|
|
56
|
Equitable Holdings
New York
|
$127M
|
-$1.2M
|
-4,184
|
-1%
|
|
|
57
|
Corient Private Wealth
Miami,
Florida
|
$125M
|
-$38.5M
|
-134,300
|
-25%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$125M
|
-$6.17M
|
-21,539
|
-5%
|
|
|
59
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$125M
|
+$1.16M
|
+4,063
|
+1%
|
|
|
60
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$125M
|
–
|
–
|
–
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$125M
|
+$37.5M
|
+130,938
|
+47%
|
|
|
62
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$120M
|
+$7.38M
|
+25,734
|
+7%
|
|
|
63
|
Baker Avenue Asset Management
San Francisco,
California
|
$119M
|
+$898K
|
+3,135
|
+0.8%
|
|
|
64
|
Wealthspire Advisors (New York)
New York
|
$118M
|
-$3.32M
|
-11,581
|
-3%
|
|
|
65
|
Natixis Advisors
Boston,
Massachusetts
|
$117M
|
+$3.29M
|
+11,469
|
+3%
|
|
|
66
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$116M
|
+$3.49M
|
+12,179
|
+3%
|
|
|
67
|
Invictus Private Wealth
Denver,
Colorado
|
$115M
|
+$1.35M
|
+4,723
|
+1%
|
|
|
68
|
|
$115M
|
+$3.57M
|
+12,452
|
+3%
|
|
|
69
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$108M
|
-$11.4M
|
-39,698
|
-10%
|
|
|
70
|
Catalyst Capital Advisors
Huntington,
New York
|
$108M
|
+$1.33M
|
+4,627
|
+1%
|
|
|
71
|
Millburn Ridgefield Corp
New York
|
$108M
|
+$1.33M
|
+4,627
|
+1%
|
|
|
72
|
Merit Financial Group
Alpharetta,
Georgia
|
$99.8M
|
+$5.46M
|
+19,065
|
+6%
|
|
|
73
|
Karpus Investment Management
Pittsford,
New York
|
$96.9M
|
-$610K
|
-2,128
|
-0.7%
|
|
|
74
|
M&T Bank
Buffalo,
New York
|
$92.8M
|
+$3.75M
|
+13,079
|
+4%
|
|
|
75
|
Park Avenue Securities
New York
|
$91.8M
|
+$4.16M
|
+14,509
|
+5%
|
|
