|
26
|
Rockefeller Capital Management
New York
|
$24.3M
|
-$1.17M
|
-9,357
|
-5%
|
|
|
27
|
World Investment Advisors
Santa Barbara,
California
|
$23.9M
|
+$20.4M
|
+162,617
|
+969%
|
|
|
28
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$22.4M
|
+$291K
|
+2,326
|
+1%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$22.3M
|
+$1.09M
|
+8,689
|
+5%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.9M
|
+$752K
|
+6,006
|
+4%
|
|
|
31
|
GHP Investment Advisors
Denver,
Colorado
|
$21.3M
|
-$196K
|
-1,564
|
-1%
|
|
|
32
|
Focus Partners Wealth
Boston,
Massachusetts
|
$21.1M
|
+$930K
|
+7,425
|
+5%
|
|
|
33
|
Falcon Wealth Planning
Ontario,
California
|
$20.5M
|
-$150K
|
-1,195
|
-0.8%
|
|
|
34
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$20.2M
|
-$4.36M
|
-34,799
|
-19%
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$19.1M
|
-$528K
|
-4,214
|
-3%
|
|
|
36
|
Arax Advisory Partners
Denver,
Colorado
|
$18.5M
|
+$17.5M
|
+139,285
|
New
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$18.4M
|
-$1.11M
|
-8,821
|
-6%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$17.8M
|
+$1.01M
|
+8,030
|
+6%
|
|
|
39
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$17.2M
|
+$476K
|
+3,802
|
+3%
|
|
|
40
|
One Capital Management
Westlake Village,
California
|
$16.6M
|
-$23M
|
-183,426
|
-59%
|
|
|
41
|
Sterling Financial Planning
Sparta,
New Jersey
|
$16.5M
|
+$734K
|
+5,855
|
+5%
|
|
|
42
|
Probity Advisors
Dallas,
Texas
|
$14.1M
|
+$410K
|
+3,274
|
+3%
|
|
|
43
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$14M
|
+$1.15M
|
+9,149
|
+10%
|
|
|
44
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$13.9M
|
+$2.47M
|
+19,705
|
+23%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$13.9M
|
-$806K
|
-6,437
|
-6%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$13.3M
|
-$158K
|
-1,259
|
-1%
|
|
|
47
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$13.2M
|
-$298K
|
-2,380
|
-2%
|
|
|
48
|
Oppenheimer Asset Management
New York
|
$13.1M
|
-$12.3M
|
-98,471
|
-50%
|
|
|
49
|
KeyBank National Association
Cleveland,
Ohio
|
$13.1M
|
+$385K
|
+3,076
|
+3%
|
|
|
50
|
MAI Capital Management
Independence,
Ohio
|
$12.7M
|
+$335K
|
+2,671
|
+3%
|
|
