|
26
|
HighTower Advisors
Chicago,
Illinois
|
$16.1M
|
-$3.26M
|
-63,301
|
-17%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$15.6M
|
-$308K
|
-5,980
|
-2%
|
|
|
28
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$15.1M
|
+$14.6M
|
+282,535
|
New
|
|
|
29
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$15.1M
|
-$2.5M
|
-48,431
|
-14%
|
|
|
30
|
|
$15.1M
|
-$2.41M
|
-46,699
|
-14%
|
|
|
31
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$15M
|
+$347K
|
+6,738
|
+2%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$14.2M
|
+$61K
|
+1,183
|
+0.4%
|
|
|
33
|
Lido Advisors
Los Angeles,
California
|
$14M
|
-$23.7K
|
-459
|
-0.2%
|
|
|
34
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.6M
|
-$735K
|
-14,270
|
-5%
|
|
|
35
|
Precedent Wealth Partners
Houston,
Texas
|
$13M
|
-$1.22M
|
-23,607
|
-9%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13M
|
+$635K
|
+12,325
|
+5%
|
|
|
37
|
Destination Wealth Management
Walnut Creek,
California
|
$12.2M
|
+$276K
|
+5,359
|
+2%
|
|
|
38
|
Concord Wealth Partners
Abingdon,
Virginia
|
$11.8M
|
-$152K
|
-2,953
|
-1%
|
|
|
39
|
Bank of New York Mellon
New York
|
$11.8M
|
+$5.36M
|
+104,013
|
+83%
|
|
|
40
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.7M
|
-$279K
|
-5,412
|
-2%
|
|
|
41
|
Eastern Bank
Boston,
Massachusetts
|
$11.4M
|
+$11.4M
|
+221,666
|
New
|
|
|
42
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.3M
|
-$643K
|
-12,486
|
-6%
|
|
|
43
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$11M
|
+$511K
|
+9,909
|
+5%
|
|
|
44
|
Curi RMB Capital
Chicago,
Illinois
|
$11M
|
-$500K
|
-9,705
|
-4%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.9M
|
+$399K
|
+7,745
|
+4%
|
|
|
46
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$10.6M
|
+$642K
|
+12,463
|
+6%
|
|
|
47
|
Mariner
Overland Park,
Kansas
|
$9.71M
|
+$3.58M
|
+69,460
|
+58%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$9.22M
|
+$7.27M
|
+141,144
|
+388%
|
|
|
49
|
CX Institutional
Auburn,
Indiana
|
$9.17M
|
-$272K
|
-5,284
|
-3%
|
|
|
50
|
White Pine Investment Company
Livonia,
Michigan
|
$8.94M
|
+$197K
|
+3,820
|
+2%
|
|
