|
26
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$176M
|
+$16.3M
|
+177,873
|
+10%
|
|
|
27
|
Permanens Capital
New York
|
$163M
|
+$72.3M
|
+789,899
|
+80%
|
|
|
28
|
Impact Partnership Wealth
Marietta,
Georgia
|
$155M
|
+$137M
|
+1,501,159
|
+803%
|
|
|
29
|
Equitable Holdings
New York
|
$153M
|
+$20.1M
|
+219,829
|
+15%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$144M
|
+$5.48M
|
+59,922
|
+4%
|
|
|
31
|
MBL Wealth
Charlotte,
North Carolina
|
$139M
|
+$18.2M
|
+199,400
|
+15%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$127M
|
-$2M
|
-21,854
|
-2%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$120M
|
-$149M
|
-1,630,165
|
-56%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$109M
|
+$5.04M
|
+55,058
|
+5%
|
|
|
35
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$104M
|
-$14.5M
|
-158,792
|
-12%
|
|
|
36
|
Sprott Inc
Toronto,
Ontario, Canada
|
$101M
|
+$20.4M
|
+222,947
|
+25%
|
|
|
37
|
Sandhill Capital Partners
Buffalo,
New York
|
$100M
|
-$14.9M
|
-162,910
|
-13%
|
|
|
38
|
First Eagle Investment Management
New York
|
$98.7M
|
-$26.2M
|
-286,255
|
-21%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$98.6M
|
-$9.86M
|
-107,704
|
-9%
|
|
|
40
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
$90M
|
-$26.3M
|
-287,529
|
-23%
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$87.2M
|
+$9.55M
|
+104,337
|
+12%
|
|
|
42
|
|
$84.3M
|
+$47.6M
|
+520,539
|
+130%
|
|
|
43
|
Private Advisor Group
Morristown,
New Jersey
|
$80.8M
|
-$485K
|
-5,297
|
-0.6%
|
|
|
44
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$77.1M
|
-$22.1M
|
-241,926
|
-22%
|
|
|
45
|
Axxcess Wealth Management
Carlsbad,
California
|
$76.1M
|
-$282K
|
-3,079
|
-0.4%
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$72.1M
|
+$13M
|
+142,039
|
+22%
|
|
|
47
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$66.7M
|
+$10.4M
|
+113,318
|
+18%
|
|
|
48
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$66.4M
|
+$12.5M
|
+136,832
|
+23%
|
|
|
49
|
|
$64.6M
|
+$28.9M
|
+315,563
|
+81%
|
|
|
50
|
Howard Capital Management
Roswell,
Georgia
|
$64M
|
-$1.1B
|
-12,062,070
|
-95%
|
|
