|
76
|
Karpus Investment Management
Pittsford,
New York
|
$19.5M
|
-$386K
|
-8,728
|
-2%
|
|
|
77
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$19.4M
|
+$921K
|
+20,824
|
+5%
|
|
|
78
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$19.1M
|
+$3.87M
|
+87,592
|
+28%
|
|
|
79
|
TIAA FSB
Jacksonville,
Florida
|
$19M
|
-$2.14M
|
-48,400
|
-11%
|
|
|
80
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19M
|
-$1.44M
|
-32,480
|
-8%
|
|
|
81
|
Steward Partners Investment Advisory
New York
|
$18.9M
|
-$321K
|
-7,264
|
-2%
|
|
|
82
|
Credit Suisse
Zurich,
Switzerland
|
$18.3M
|
+$4.92M
|
+111,328
|
+42%
|
|
|
83
|
MAI Capital Management
Independence,
Ohio
|
$17.9M
|
-$786K
|
-17,784
|
-5%
|
|
|
84
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17.7M
|
-$10.5M
|
-238,048
|
-39%
|
|
|
85
|
MML Investors Services
Springfield,
Massachusetts
|
$17.2M
|
+$391K
|
+8,840
|
+3%
|
|
|
86
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$16.7M
|
-$188K
|
-4,256
|
-1%
|
|
|
87
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$15.9M
|
+$16.6K
|
+376
|
+0.1%
|
|
|
88
|
Privium Fund Management (UK)
London,
United Kingdom
|
$15.8M
|
+$2.98M
|
+67,480
|
+25%
|
|
|
89
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.9M
|
+$1.52M
|
+34,432
|
+13%
|
|
|
90
|
Axiom Financial Strategies
New Albany,
Indiana
|
$14.8M
|
-$19.1K
|
-432
|
-0.1%
|
|
|
91
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.8M
|
-$1.06M
|
-23,952
|
-7%
|
|
|
92
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$14.5M
|
-$760K
|
-17,200
|
-5%
|
|
|
93
|
Silicon Valley Capital Partners
San Jose,
California
|
$14.5M
|
+$1.04M
|
+23,536
|
+9%
|
|
|
94
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$14.2M
|
-$2.39M
|
-54,048
|
-16%
|
|
|
95
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14M
|
-$847K
|
-19,152
|
-6%
|
|
|
96
|
Financial Services Advisory
Rockville,
Maryland
|
$14M
|
+$12.8M
|
+290,232
|
New
|
|
|
97
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.8M
|
-$272K
|
-6,160
|
-2%
|
|
|
98
|
Fidelity Investments
Boston,
Massachusetts
|
$13.7M
|
+$447K
|
+10,104
|
+4%
|
|
|
99
|
Callan Capital
La Jolla,
California
|
$13.4M
|
+$708K
|
+16,016
|
+6%
|
|
|
100
|
Atria Wealth Solutions
New York
|
$13.3M
|
+$2.63M
|
+59,600
|
+28%
|
|
