|
51
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.4M
|
-$4.09M
|
-27,056
|
-9%
|
|
|
52
|
Halpern Financial
Ashburn,
Virginia
|
$41.4M
|
-$297K
|
-1,965
|
-0.7%
|
|
|
53
|
Frank Rimerman Advisors
Palo Alto,
California
|
$41M
|
–
|
–
|
–
|
|
|
54
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$40.3M
|
+$3.23M
|
+21,355
|
+9%
|
|
|
55
|
KeyBank National Association
Cleveland,
Ohio
|
$40.3M
|
-$646K
|
-4,277
|
-2%
|
|
|
56
|
Praetorian Wealth Management
Carmel,
California
|
$38.5M
|
+$997K
|
+6,599
|
+3%
|
|
|
57
|
LPWM LLC
Minneapolis,
Minnesota
|
$37.8M
|
+$948K
|
+6,275
|
+3%
|
|
|
58
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.7M
|
-$16M
|
-105,993
|
-30%
|
|
|
59
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$37.6M
|
-$464K
|
-3,069
|
-1%
|
|
|
60
|
Relative Value Partners Group
|
$36.5M
|
-$3.19M
|
-21,142
|
-8%
|
|
|
61
|
Berkshire Money Management
Dalton,
Massachusetts
|
$35.6M
|
+$4.61M
|
+30,475
|
+15%
|
|
|
62
|
Rockefeller Capital Management
New York
|
$34.9M
|
+$6.08M
|
+40,252
|
+21%
|
|
|
63
|
Truist Financial
Charlotte,
North Carolina
|
$32.4M
|
-$52.4M
|
-346,883
|
-62%
|
|
|
64
|
Kestra Advisory Services
Austin,
Texas
|
$32.1M
|
-$16.1M
|
-106,319
|
-33%
|
|
|
65
|
United Capital Financial Advisors
Irving,
Texas
|
$31.9M
|
-$2.99M
|
-19,759
|
-9%
|
|
|
66
|
Baker Avenue Asset Management
San Francisco,
California
|
$31.4M
|
-$185K
|
-1,221
|
-0.6%
|
|
|
67
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$28.8M
|
-$755K
|
-4,997
|
-3%
|
|
|
68
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$27.1M
|
+$9.13M
|
+60,385
|
+51%
|
|
|
69
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$26.9M
|
-$439K
|
-2,904
|
-2%
|
|
|
70
|
Financial Life Advisors
San Antonio,
Texas
|
$26.6M
|
+$1.4M
|
+9,232
|
+6%
|
|
|
71
|
Regions Financial Corp
Birmingham,
Alabama
|
$26.4M
|
-$489K
|
-3,238
|
-2%
|
|
|
72
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$26.4M
|
-$752K
|
-4,978
|
-3%
|
|
|
73
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.1M
|
-$124K
|
-819
|
-0.5%
|
|
|
74
|
North Star Investment Management
Chicago,
Illinois
|
$25.8M
|
+$2.31M
|
+15,280
|
+10%
|
|
|
75
|
Evoke Wealth
Los Angeles,
California
|
$25.7M
|
-$4.94M
|
-32,709
|
-16%
|
|
