|
51
|
Chevy Chase Trust
Bethesda,
Maryland
|
$11.7M
|
-$335K
|
-4,939
|
-3%
|
|
|
52
|
Cetera Advisor Networks
El Segundo,
California
|
$11.3M
|
+$1.4M
|
+20,644
|
+14%
|
|
|
53
|
M&T Bank
Buffalo,
New York
|
$11.3M
|
-$288K
|
-4,248
|
-3%
|
|
|
54
|
Focused Wealth Management
Newburgh,
New York
|
$10.6M
|
+$687K
|
+10,133
|
+7%
|
|
|
55
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$9.74M
|
-$51.8K
|
-764
|
-0.5%
|
|
|
56
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.23M
|
+$6.39M
|
+94,151
|
+235%
|
|
|
57
|
AssetMark Inc
Concord,
California
|
$9.18M
|
+$3.55M
|
+52,390
|
+65%
|
|
|
58
|
American International Group
New York
|
$8.94M
|
+$1.49M
|
+21,912
|
+20%
|
|
|
59
|
Monroe Bank & Trust
Monroe,
Michigan
|
$8.81M
|
+$80.3K
|
+1,183
|
+0.9%
|
|
|
60
|
Washington Trust
Westerly,
Rhode Island
|
$8.77M
|
+$367K
|
+5,403
|
+4%
|
|
|
61
|
Rand Wealth
Baltimore,
Maryland
|
$8.75M
|
-$3.42M
|
-50,337
|
-28%
|
|
|
62
|
Holt Capital Partners
Fort Worth,
Texas
|
$8.7M
|
+$343K
|
+5,050
|
+4%
|
|
|
63
|
Signet Financial Management
Parsippany,
New Jersey
|
$8.69M
|
+$8.57M
|
+126,382
|
New
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.55M
|
-$254K
|
-3,741
|
-3%
|
|
|
65
|
HM Payson & Co
Portland,
Maine
|
$8.08M
|
-$119K
|
-1,754
|
-1%
|
|
|
66
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$7.69M
|
+$270K
|
+3,979
|
+4%
|
|
|
67
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$7.56M
|
–
|
–
|
–
|
|
|
68
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$7.41M
|
+$539K
|
+7,945
|
+8%
|
|
|
69
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$7.32M
|
-$48.2K
|
-711
|
-0.6%
|
|
|
70
|
Beacon Financial Group
Dallas,
Texas
|
$6.89M
|
+$2.43M
|
+35,823
|
+57%
|
|
|
71
|
Jackson Wealth Management
Lake Mary,
Florida
|
$6.83M
|
+$6.74M
|
+99,324
|
New
|
|
|
72
|
Raymond James Trust
St. Petersburg,
Florida
|
$6.6M
|
+$19.7K
|
+290
|
+0.3%
|
|
|
73
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.58M
|
+$6.48M
|
+95,561
|
New
|
|
|
74
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.36M
|
+$686K
|
+10,113
|
+305%
|
|
|
75
|
MSI Financial Services
Springfield,
Massachusetts
|
$6.3M
|
+$3.08M
|
+45,368
|
+98%
|
|
