|
51
|
Cresset Asset Management
Chicago,
Illinois
|
$10M
|
+$483K
|
+2,349
|
+5%
|
|
|
52
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$9.11M
|
+$403K
|
+1,961
|
+5%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$8.89M
|
-$6.41M
|
-31,202
|
-42%
|
|
|
54
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$8.75M
|
+$277K
|
+1,349
|
+3%
|
|
|
55
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$8.54M
|
+$586K
|
+2,851
|
+7%
|
|
|
56
|
SCS Capital Management
Boston,
Massachusetts
|
$8.5M
|
+$5.96K
|
+29
|
+0.1%
|
|
|
57
|
Segment Wealth Management
Houston,
Texas
|
$8.49M
|
-$19.5K
|
-95
|
-0.2%
|
|
|
58
|
IFP Advisors
Tampa,
Florida
|
$8.48M
|
+$1.28M
|
+6,242
|
+10%
|
|
|
59
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$8.21M
|
-$159K
|
-774
|
-2%
|
|
|
60
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.13M
|
+$484K
|
+2,355
|
+6%
|
|
|
61
|
Cetera Advisors
Denver,
Colorado
|
$8.07M
|
+$635K
|
+3,091
|
+9%
|
|
|
62
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$7.89M
|
+$12.7K
|
+62
|
+0.2%
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$7.54M
|
-$153K
|
-746
|
-2%
|
|
|
64
|
Carret Asset Management
New York
|
$7.45M
|
-$29.4K
|
-143
|
-0.4%
|
|
|
65
|
Berkshire Money Management
Dalton,
Massachusetts
|
$7.39M
|
+$411K
|
+2,002
|
+6%
|
|
|
66
|
Pathstone Family Office
Englewood,
New Jersey
|
$7.22M
|
-$210K
|
-1,023
|
-3%
|
|
|
67
|
Natixis Advisors
Boston,
Massachusetts
|
$7.21M
|
+$1.3M
|
+6,318
|
+22%
|
|
|
68
|
Vicus Capital
State College,
Pennsylvania
|
$7.08M
|
+$1.08M
|
+5,251
|
+18%
|
|
|
69
|
Franklin Resources
San Mateo,
California
|
$7.06M
|
–
|
–
|
–
|
|
|
70
|
AE Wealth Management
Topeka,
Kansas
|
$6.96M
|
+$1.48M
|
+7,218
|
+28%
|
|
|
71
|
Wharton Business Group
Malvern,
Pennsylvania
|
$6.91M
|
-$229K
|
-1,115
|
-3%
|
|
|
72
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$6.84M
|
+$4.11K
|
+20
|
+0.1%
|
|
|
73
|
Rockefeller Capital Management
New York
|
$6.76M
|
-$105K
|
-512
|
-2%
|
|
|
74
|
Two Sigma Advisers
New York
|
$6.74M
|
+$1.05M
|
+5,100
|
+19%
|
|
|
75
|
Bank of New York Mellon
New York
|
$6.37M
|
+$151K
|
+734
|
+2%
|
|
