|
51
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$13.7M
|
+$432K
|
+8,345
|
+3%
|
|
|
52
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$13.3M
|
+$13.6M
|
+262,974
|
New
|
|
|
53
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.1M
|
-$655K
|
-12,651
|
-5%
|
|
|
54
|
GoalVest Advisory
New York
|
$13.1M
|
+$1.06M
|
+20,534
|
+9%
|
|
|
55
|
Park Avenue Securities
New York
|
$13M
|
-$292K
|
-5,640
|
-2%
|
|
|
56
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.5M
|
+$3.64M
|
+70,340
|
+43%
|
|
|
57
|
Rockefeller Capital Management
New York
|
$12.2M
|
-$7.04M
|
-135,932
|
-37%
|
|
|
58
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$11.1M
|
-$7.26M
|
-140,336
|
-40%
|
|
|
59
|
Perigon Wealth Management
San Francisco,
California
|
$10.9M
|
+$683K
|
+13,197
|
+7%
|
|
|
60
|
Prism Advisors
Studio City,
California
|
$10.8M
|
-$1.02M
|
-19,709
|
-9%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$10.4M
|
-$1.48M
|
-28,528
|
-13%
|
|
|
62
|
Titleist Asset Management
San Antonio,
Texas
|
$9.97M
|
+$616K
|
+11,904
|
+7%
|
|
|
63
|
Archford Capital Strategies
Swansea,
Illinois
|
$9.75M
|
+$338K
|
+6,536
|
+4%
|
|
|
64
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.19M
|
-$1.6M
|
-30,952
|
-15%
|
|
|
65
|
Wells Fargo
San Francisco,
California
|
$9.17M
|
+$1.85M
|
+35,650
|
+26%
|
|
|
66
|
Concord Wealth Partners
Abingdon,
Virginia
|
$9.13M
|
-$60.8K
|
-1,175
|
-0.7%
|
|
|
67
|
D'Orazio & Associates
Falls Church,
Virginia
|
$9.05M
|
+$3.28M
|
+63,282
|
+59%
|
|
|
68
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$8.99M
|
+$26.6K
|
+514
|
+0.3%
|
|
|
69
|
Modern Wealth Management
Lenexa,
Kansas
|
$8.69M
|
+$1.27M
|
+24,534
|
+18%
|
|
|
70
|
Truist Financial
Charlotte,
North Carolina
|
$8.62M
|
-$287K
|
-5,553
|
-3%
|
|
|
71
|
Cobblestone Asset Management
Richmond,
Virginia
|
$8.61M
|
-$327K
|
-6,321
|
-4%
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$8.45M
|
+$841K
|
+16,244
|
+11%
|
|
|
73
|
|
$8.42M
|
+$284K
|
+5,496
|
+4%
|
|
|
74
|
Knightsbridge Asset Management
Newport Beach,
California
|
$7.88M
|
+$296K
|
+5,724
|
+4%
|
|
|
75
|
Blue Investment Partners
Alamo,
California
|
$7.71M
|
+$3.84M
|
+74,178
|
+104%
|
|
