|
51
|
Corient Private Wealth
Miami,
Florida
|
$14.2M
|
-$616K
|
-14,322
|
-4%
|
|
|
52
|
Marks Wealth
Annapolis,
Maryland
|
$13.9M
|
+$3.22M
|
+74,978
|
+33%
|
|
|
53
|
Swan Global Investments
Durango,
Colorado
|
$13.9M
|
-$1.13M
|
-26,164
|
-8%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$13.2M
|
-$2.3M
|
-53,428
|
-16%
|
|
|
55
|
Renaissance Technologies
New York
|
$13M
|
+$12M
|
+279,800
|
New
|
|
|
56
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.8M
|
-$766K
|
-17,802
|
-6%
|
|
|
57
|
Tower Research Capital (TRC)
New York
|
$12.6M
|
+$11.4M
|
+265,282
|
+3,751%
|
|
|
58
|
Estate Counselors
Thiensville,
Wisconsin
|
$12.4M
|
-$320K
|
-7,430
|
-3%
|
|
|
59
|
HighTower Advisors
Chicago,
Illinois
|
$12.3M
|
-$652K
|
-15,156
|
-5%
|
|
|
60
|
Trust Asset Management
Houston,
Texas
|
$12M
|
–
|
–
|
–
|
|
|
61
|
Hollencrest Capital Management
Newport Beach,
California
|
$11.8M
|
+$10.9M
|
+252,486
|
+16,268%
|
|
|
62
|
AGF Management
Toronto,
Ontario, Canada
|
$11.6M
|
+$657K
|
+15,284
|
+7%
|
|
|
63
|
SG Americas Securities
New York
|
$11M
|
-$1.7M
|
-39,462
|
-14%
|
|
|
64
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$11M
|
-$34K
|
-790
|
-0.3%
|
|
|
65
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$10.9M
|
-$10.8K
|
-252
|
-0.1%
|
|
|
66
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$10.7M
|
+$1.69M
|
+39,328
|
+21%
|
|
|
67
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.2M
|
-$4.91M
|
-114,152
|
-34%
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
$10.2M
|
-$169K
|
-3,924
|
-2%
|
|
|
69
|
Biltmore Wealth Management
Tempe,
Arizona
|
$10.2M
|
–
|
–
|
–
|
|
|
70
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.1M
|
+$1.56M
|
+36,180
|
+20%
|
|
|
71
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.89M
|
-$604K
|
-14,052
|
-6%
|
|
|
72
|
Rockefeller Capital Management
New York
|
$9.69M
|
+$862K
|
+20,036
|
+11%
|
|
|
73
|
GeoWealth Management
Chicago,
Illinois
|
$9.46M
|
+$8.17M
|
+190,018
|
+1,399%
|
|
|
74
|
KCM Investment Advisors
Greenbrae,
California
|
$9.33M
|
-$121K
|
-2,822
|
-1%
|
|
|
75
|
Charles Schwab
San Francisco,
California
|
$9.29M
|
-$61.6M
|
-1,432,606
|
-88%
|
|
