|
26
|
Fountainhead AM
Warren,
New Jersey
|
$14.4M
|
+$770K
|
+39,188
|
+6%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$14.2M
|
+$1.31M
|
+66,872
|
+10%
|
|
|
28
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$14M
|
+$82.1K
|
+4,177
|
+0.6%
|
|
|
29
|
|
$14M
|
-$3.51M
|
-178,833
|
-20%
|
|
|
30
|
Maia Wealth
Denver,
Colorado
|
$10.6M
|
+$10.2M
|
+518,910
|
New
|
|
|
31
|
GP Brinson Investments
Chicago,
Illinois
|
$10.5M
|
–
|
–
|
–
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$10.3M
|
-$504K
|
-25,667
|
-5%
|
|
|
33
|
|
$10.1M
|
+$486K
|
+24,714
|
+5%
|
|
|
34
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$10.1M
|
+$489K
|
+24,867
|
+5%
|
|
|
35
|
|
$10.1M
|
+$586K
|
+29,805
|
+6%
|
|
|
36
|
Edge Capital Group
Atlanta,
Georgia
|
$9.86M
|
–
|
–
|
–
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.43M
|
-$363K
|
-18,477
|
-4%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.36M
|
+$2.01M
|
+102,111
|
+27%
|
|
|
39
|
MGO One Seven
Beachwood,
Ohio
|
$9.26M
|
-$570K
|
-28,996
|
-6%
|
|
|
40
|
Callodine Capital Management
Boston,
Massachusetts
|
$8.88M
|
+$983K
|
+50,000
|
+13%
|
|
|
41
|
|
$8.48M
|
+$7.05M
|
+358,889
|
+507%
|
|
|
42
|
Modern Wealth Management
Lenexa,
Kansas
|
$7.88M
|
-$88.4K
|
-4,498
|
-1%
|
|
|
43
|
|
$7.82M
|
+$4.08M
|
+207,437
|
+110%
|
|
|
44
|
Harbour Investments
Madison,
Wisconsin
|
$7.57M
|
-$13.8K
|
-703
|
-0.2%
|
|
|
45
|
Avantax Advisory Services
Dallas,
Texas
|
$7.29M
|
-$294K
|
-14,953
|
-4%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$7.26M
|
-$293K
|
-14,920
|
-4%
|
|
|
47
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$7.04M
|
+$377K
|
+19,207
|
+6%
|
|
|
48
|
McKinley Capital Management
Anchorage,
Alaska
|
$6.7M
|
+$41.3K
|
+2,100
|
+0.6%
|
|
|
49
|
Sentinus LLC
Oak Brook,
Illinois
|
$6.26M
|
+$160K
|
+8,142
|
+3%
|
|
|
50
|
Franklin Resources
San Mateo,
California
|
$6.23M
|
+$751K
|
+38,214
|
+14%
|
|
