|
51
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.9M
|
+$1.46M
|
+25,314
|
+9%
|
|
|
52
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$17.9M
|
+$17M
|
+293,995
|
New
|
|
|
53
|
Mariner
Overland Park,
Kansas
|
$16.9M
|
+$273K
|
+4,735
|
+2%
|
|
|
54
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.8M
|
+$617K
|
+10,680
|
+4%
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$16.7M
|
+$5.38M
|
+93,112
|
+51%
|
|
|
56
|
Legacy Private Trust
Neenah,
Wisconsin
|
$15.9M
|
-$1.25M
|
-21,690
|
-8%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$15.2M
|
+$65.8K
|
+1,139
|
+0.5%
|
|
|
58
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$15.1M
|
–
|
–
|
–
|
|
|
59
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$15M
|
-$213K
|
-3,693
|
-1%
|
|
|
60
|
Financial Services Advisory
Rockville,
Maryland
|
$14.9M
|
+$13.4M
|
+231,571
|
+1,760%
|
|
|
61
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.5M
|
+$2.94M
|
+50,926
|
+27%
|
|
|
62
|
Spire Wealth Management
Mclean,
Virginia
|
$13.6M
|
-$3.88M
|
-67,282
|
-22%
|
|
|
63
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.6M
|
+$2.41M
|
+41,721
|
+23%
|
|
|
64
|
Gotham Asset Management
New York
|
$13.1M
|
+$11.1M
|
+191,900
|
+822%
|
|
|
65
|
Bailard
Foster City,
California
|
$12.6M
|
-$2.6K
|
-45
|
-0%
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$12.3M
|
-$8.19M
|
-141,930
|
-41%
|
|
|
67
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$12.2M
|
+$9.56M
|
+165,557
|
+487%
|
|
|
68
|
Madrona Financial Services
Everett,
Washington
|
$11.8M
|
+$1.34M
|
+23,124
|
+14%
|
|
|
69
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$11.7M
|
-$2.43M
|
-42,035
|
-18%
|
|
|
70
|
Park Avenue Securities
New York
|
$11.6M
|
+$534K
|
+9,256
|
+5%
|
|
|
71
|
Lazard Asset Management
New York
|
$11.5M
|
-$2.65M
|
-45,814
|
-20%
|
|
|
72
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$11.4M
|
–
|
–
|
–
|
|
|
73
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$11M
|
+$1.6M
|
+27,639
|
+18%
|
|
|
74
|
Lido Advisors
Los Angeles,
California
|
$10.7M
|
-$211K
|
-3,649
|
-2%
|
|
|
75
|
Cumberland Advisors
Sarasota,
Florida
|
$10.3M
|
+$1.17M
|
+20,300
|
+14%
|
|
