|
51
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$14.2M
|
+$13M
|
+177,195
|
New
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.9M
|
-$678K
|
-9,208
|
-5%
|
|
|
53
|
Berkeley Capital Partners
Milton,
Georgia
|
$13.4M
|
-$1.22M
|
-16,600
|
-9%
|
|
|
54
|
Advisors Preferred
Rockville,
Maryland
|
$12M
|
+$11.1M
|
+150,575
|
New
|
|
|
55
|
Swan Capital
Pensacola,
Florida
|
$10.2M
|
+$5.64M
|
+76,604
|
+152%
|
|
|
56
|
Systelligence LLC
Bloomington,
Minnesota
|
$9.34M
|
-$209K
|
-2,838
|
-2%
|
|
|
57
|
Providence First Trust
Scottsdale,
Arizona
|
$9.01M
|
-$27.3K
|
-371
|
-0.3%
|
|
|
58
|
Amarillo National Bank
Amarillo,
Texas
|
$8.65M
|
–
|
–
|
–
|
|
|
59
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$8.62M
|
+$259K
|
+3,520
|
+3%
|
|
|
60
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$8.36M
|
–
|
–
|
–
|
|
|
61
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.36M
|
+$7.67M
|
+104,243
|
New
|
|
|
62
|
Manning & Napier Group
Fairport,
New York
|
$8.21M
|
–
|
–
|
–
|
|
|
63
|
Refined Wealth Management
Salt Lake City,
Utah
|
$7.7M
|
+$236K
|
+3,211
|
+3%
|
|
|
64
|
Checchi Capital Advisers
Beverly Hills,
California
|
$7.67M
|
+$3.94M
|
+53,515
|
+127%
|
|
|
65
|
Boyd Wealth Management
Sacramento,
California
|
$7.5M
|
+$506K
|
+6,877
|
+8%
|
|
|
66
|
Barclays
London,
United Kingdom
|
$7.45M
|
+$86.6K
|
+1,177
|
+1%
|
|
|
67
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$7.3M
|
+$6.93M
|
+94,147
|
New
|
|
|
68
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$7.17M
|
+$82.1K
|
+1,116
|
+1%
|
|
|
69
|
Aveo Capital Partners
Englewood,
Colorado
|
$6.98M
|
+$411K
|
+5,580
|
+7%
|
|
|
70
|
Moran Wealth Management
Naples,
Florida
|
$6.73M
|
-$828K
|
-11,253
|
-12%
|
|
|
71
|
Visionary Horizons
Knoxville,
Tennessee
|
$6.63M
|
+$6.09M
|
+82,767
|
New
|
|
|
72
|
Ledge Wealth Management
Sartell,
Minnesota
|
$6.32M
|
+$167K
|
+2,275
|
+3%
|
|
|
73
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$6.3M
|
+$400K
|
+5,439
|
+7%
|
|
|
74
|
WealthShield Partners
Cary,
North Carolina
|
$6.21M
|
-$679K
|
-9,225
|
-11%
|
|
|
75
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$6.04M
|
+$5.55M
|
+75,379
|
New
|
|
