|
51
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$25.5M
|
+$3.76M
|
+14,076
|
+18%
|
|
|
52
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$25.2M
|
-$197K
|
-739
|
-0.8%
|
|
|
53
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$23.9M
|
-$3.49M
|
-13,065
|
-13%
|
|
|
54
|
Aveo Capital Partners
Englewood,
Colorado
|
$23.5M
|
+$944K
|
+3,533
|
+4%
|
|
|
55
|
Harbour Trust & Investment Management
Michigan City,
Indiana
|
$21.6M
|
+$239K
|
+896
|
+1%
|
|
|
56
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.4M
|
-$1.07K
|
-4
|
-0%
|
|
|
57
|
M&T Bank
Buffalo,
New York
|
$21.1M
|
-$444K
|
-1,662
|
-2%
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.4M
|
+$1.84M
|
+6,871
|
+10%
|
|
|
59
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.9M
|
+$465K
|
+1,739
|
+2%
|
|
|
60
|
One Capital Management
Westlake Village,
California
|
$19.8M
|
+$4.54K
|
+17
|
+0%
|
|
|
61
|
MONECO Advisors
Fairfield,
Connecticut
|
$19.5M
|
-$245K
|
-916
|
-1%
|
|
|
62
|
Raymond James & Associates
St Petersburg,
Florida
|
$19.5M
|
-$442K
|
-1,656
|
-2%
|
|
|
63
|
Avid Wealth Partners
San Antonio,
Texas
|
$19.1M
|
-$2.72M
|
-10,182
|
-13%
|
|
|
64
|
Patten & Patten
Chattanooga,
Tennessee
|
$18.8M
|
+$4.81M
|
+17,988
|
+36%
|
|
|
65
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$18.8M
|
+$1.83M
|
+6,840
|
+11%
|
|
|
66
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$18M
|
+$710K
|
+2,659
|
+4%
|
|
|
67
|
Fisher Asset Management
Camas,
Washington
|
$17.9M
|
-$939K
|
-3,516
|
-5%
|
|
|
68
|
Wealth Forward LLC
Fargo,
North Dakota
|
$16.3M
|
+$2.99M
|
+11,182
|
+23%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$16.2M
|
-$3.48M
|
-13,042
|
-18%
|
|
|
70
|
KeyBank National Association
Cleveland,
Ohio
|
$15M
|
-$749K
|
-2,804
|
-5%
|
|
|
71
|
Park Avenue Securities
New York
|
$14.9M
|
-$477K
|
-1,786
|
-3%
|
|
|
72
|
Brown Brothers Harriman & Co
New York
|
$14.6M
|
+$99.9K
|
+374
|
+0.7%
|
|
|
73
|
MB Generational Wealth
Spokane,
Washington
|
$14.3M
|
+$28.3K
|
+106
|
+0.2%
|
|
|
74
|
Jackson Wealth Management
Lake Mary,
Florida
|
$14M
|
+$5.49M
|
+20,531
|
+69%
|
|
|
75
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$13.9M
|
+$6.41K
|
+24
|
+0%
|
|
