|
26
|
Stifel Financial
St. Louis,
Missouri
|
$17M
|
-$232K
|
-4,205
|
-1%
|
|
|
27
|
HighTower Advisors
Chicago,
Illinois
|
$16.5M
|
-$205K
|
-3,712
|
-1%
|
|
|
28
|
Rockefeller Capital Management
New York
|
$16.5M
|
+$890K
|
+16,158
|
+6%
|
|
|
29
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$16.1M
|
+$50.9K
|
+924
|
+0.3%
|
|
|
30
|
Kestra Advisory Services
Austin,
Texas
|
$16M
|
-$4.52M
|
-81,997
|
-22%
|
|
|
31
|
|
$13.9M
|
-$970K
|
-17,606
|
-7%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.7M
|
+$864K
|
+15,674
|
+7%
|
|
|
33
|
Destination Wealth Management
Walnut Creek,
California
|
$13.6M
|
+$194K
|
+3,521
|
+1%
|
|
|
34
|
Avantax Planning Partners
Dubuque,
Iowa
|
$13.3M
|
+$140K
|
+2,533
|
+1%
|
|
|
35
|
Concord Wealth Partners
Abingdon,
Virginia
|
$13.3M
|
-$140K
|
-2,546
|
-1%
|
|
|
36
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.1M
|
-$1.79M
|
-32,538
|
-12%
|
|
|
37
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13M
|
-$98.1K
|
-1,781
|
-0.8%
|
|
|
38
|
Precedent Wealth Partners
Houston,
Texas
|
$12.6M
|
-$427K
|
-7,745
|
-3%
|
|
|
39
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$12.6M
|
+$88.4K
|
+1,605
|
+0.7%
|
|
|
40
|
Curi RMB Capital
Chicago,
Illinois
|
$12.1M
|
-$377K
|
-6,842
|
-3%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.9M
|
-$902K
|
-16,370
|
-7%
|
|
|
42
|
Farther Finance Advisors
San Francisco,
California
|
$11.2M
|
+$1.69M
|
+30,727
|
+18%
|
|
|
43
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$10.8M
|
-$2.77M
|
-50,240
|
-21%
|
|
|
44
|
CX Institutional
Auburn,
Indiana
|
$10.1M
|
+$23.4K
|
+425
|
+0.2%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$10M
|
+$6.51M
|
+118,237
|
+199%
|
|
|
46
|
White Pine Investment Company
Livonia,
Michigan
|
$10M
|
+$118K
|
+2,145
|
+1%
|
|
|
47
|
Bank of New York Mellon
New York
|
$10M
|
+$1.11M
|
+20,157
|
+13%
|
|
|
48
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$9.44M
|
-$321K
|
-5,821
|
-3%
|
|
|
49
|
FAS Wealth Partners
Leawood,
Kansas
|
$9.42M
|
+$1.04M
|
+18,788
|
+13%
|
|
|
50
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$8.58M
|
+$80.1K
|
+1,454
|
+1%
|
|
