|
51
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$14M
|
+$91.6K
|
+1,175
|
+0.7%
|
|
|
52
|
GDS Wealth Management
Flower Mound,
Texas
|
$13.8M
|
+$13.7M
|
+176,105
|
New
|
|
|
53
|
|
$13.3M
|
+$12.1M
|
+155,223
|
+1,094%
|
|
|
54
|
Mercer Global Advisors
Denver,
Colorado
|
$12.3M
|
+$12.3M
|
+157,511
|
New
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$11.8M
|
-$41.1M
|
-526,802
|
-78%
|
|
|
56
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.7M
|
-$30.5M
|
-391,463
|
-72%
|
|
|
57
|
Manning & Napier Group
Fairport,
New York
|
$11.6M
|
–
|
–
|
–
|
|
|
58
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.6M
|
-$2M
|
-25,642
|
-15%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.4M
|
+$7.87M
|
+100,888
|
+226%
|
|
|
60
|
|
$11.3M
|
+$9.43M
|
+120,990
|
+528%
|
|
|
61
|
Swan Capital
Pensacola,
Florida
|
$11.3M
|
+$1.3M
|
+16,683
|
+13%
|
|
|
62
|
|
$10.9M
|
+$8.81M
|
+113,007
|
+433%
|
|
|
63
|
Aveo Capital Partners
Englewood,
Colorado
|
$10.8M
|
+$4.39M
|
+56,246
|
+65%
|
|
|
64
|
Providence First Trust
Scottsdale,
Arizona
|
$10.5M
|
+$1.72M
|
+22,108
|
+20%
|
|
|
65
|
Barings
Charlotte,
North Carolina
|
$10.1M
|
-$5.72M
|
-73,334
|
-36%
|
|
|
66
|
Systelligence LLC
Bloomington,
Minnesota
|
$9.19M
|
+$67.6K
|
+867
|
+0.7%
|
|
|
67
|
Refined Wealth Management
Salt Lake City,
Utah
|
$7.92M
|
+$407K
|
+5,215
|
+5%
|
|
|
68
|
Community Bank
Dewitt,
New York
|
$7.89M
|
+$7.87M
|
+100,921
|
New
|
|
|
69
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7.72M
|
-$689K
|
-8,837
|
-8%
|
|
|
70
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$7.51M
|
+$2.96M
|
+37,969
|
+66%
|
|
|
71
|
WealthShield Partners
Cary,
North Carolina
|
$7.32M
|
+$1.25M
|
+16,051
|
+21%
|
|
|
72
|
Old Mission Capital
Chicago,
Illinois
|
$7.04M
|
+$7.02M
|
+90,006
|
New
|
|
|
73
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$6.82M
|
-$169K
|
-2,168
|
-2%
|
|
|
74
|
Visionary Horizons
Knoxville,
Tennessee
|
$6.79M
|
+$568K
|
+7,283
|
+9%
|
|
|
75
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.71M
|
-$56.9M
|
-729,344
|
-89%
|
|
