|
101
|
Graypoint LLC
Albany,
New York
|
$24M
|
+$440K
|
+6,922
|
+2%
|
|
|
102
|
United Asset Strategies
Garden City,
New York
|
$23.7M
|
-$1.13M
|
-17,770
|
-4%
|
|
|
103
|
MAI Capital Management
Independence,
Ohio
|
$23.6M
|
+$391K
|
+6,158
|
+2%
|
|
|
104
|
ALPS Advisors
Denver,
Colorado
|
$23M
|
-$2.34M
|
-36,862
|
-9%
|
|
|
105
|
Zurich Insurance Group
Zurich,
Switzerland
|
$22.8M
|
-$274K
|
-4,320
|
-1%
|
|
|
106
|
First Interstate Bank
Billings,
Montana
|
$22.7M
|
+$4.2M
|
+66,058
|
+22%
|
|
|
107
|
Evolution Wealth Advisors
Aventura,
Florida
|
$22.4M
|
-$2.19M
|
-34,536
|
-9%
|
|
|
108
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$22.3M
|
–
|
–
|
–
|
|
|
109
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$22.3M
|
-$2.76M
|
-43,516
|
-11%
|
|
|
110
|
CoreCap Advisors
Southfield,
Michigan
|
$22.2M
|
+$6.05M
|
+95,328
|
+36%
|
|
|
111
|
Innealta Capital
Austin,
Texas
|
$22M
|
+$11.8M
|
+185,956
|
+111%
|
|
|
112
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$21.9M
|
-$839K
|
-13,212
|
-4%
|
|
|
113
|
Atria Wealth Solutions
New York
|
$21.8M
|
+$4.25M
|
+66,994
|
+24%
|
|
|
114
|
Pathstone Family Office
Englewood,
New Jersey
|
$21.4M
|
-$79.1K
|
-1,246
|
-7%
|
|
|
115
|
Vickerman Investment Advisors
Spokane,
Washington
|
$21.4M
|
+$33.5K
|
+528
|
+0.2%
|
|
|
116
|
Credit Suisse
Zurich,
Switzerland
|
$21.1M
|
-$35.6M
|
-560,162
|
-62%
|
|
|
117
|
Trek Financial
Scottsdale,
Arizona
|
$20.2M
|
-$4.09M
|
-64,442
|
-17%
|
|
|
118
|
Oakworth Capital
Birmingham,
Alabama
|
$20.2M
|
+$88.9K
|
+1,400
|
+0.4%
|
|
|
119
|
Biltmore Wealth Management
Tempe,
Arizona
|
$20.1M
|
+$481K
|
+7,582
|
+2%
|
|
|
120
|
Davenport & Co
Richmond,
Virginia
|
$20M
|
-$634K
|
-9,978
|
-3%
|
|
|
121
|
|
$20M
|
+$1.04M
|
+16,342
|
+5%
|
|
|
122
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$19.8M
|
+$20.3M
|
+318,932
|
New
|
|
|
123
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$19.4M
|
–
|
–
|
–
|
|
|
124
|
Creative Planning
Overland Park,
Kansas
|
$19.1M
|
-$3.76M
|
-59,130
|
-16%
|
|
|
125
|
Steward Partners Investment Advisory
New York
|
$19M
|
+$1.16M
|
+18,260
|
+6%
|
|
