|
51
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$11.8M
|
-$1.62M
|
-14,985
|
-12%
|
|
|
52
|
West Financial Advisors
Des Moines,
Iowa
|
$11.4M
|
+$829K
|
+7,689
|
+8%
|
|
|
53
|
Modera Wealth Management
Westwood,
New Jersey
|
$11.2M
|
+$318K
|
+2,950
|
+3%
|
|
|
54
|
New World Advisors
Hingham,
Massachusetts
|
$10.4M
|
+$10.4M
|
+96,638
|
New
|
|
|
55
|
Park Avenue Securities
New York
|
$10.4M
|
+$4.82M
|
+44,673
|
+86%
|
|
|
56
|
Freestone Capital Holdings
Seattle,
Washington
|
$10.3M
|
+$932K
|
+8,639
|
+10%
|
|
|
57
|
Apella Capital
West Hartford,
Connecticut
|
$9.98M
|
+$3.25M
|
+30,162
|
+48%
|
|
|
58
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.97M
|
+$260K
|
+2,414
|
+3%
|
|
|
59
|
1607 Capital Partners
Richmond,
Virginia
|
$9.84M
|
+$108K
|
+1,000
|
+1%
|
|
|
60
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$9.66M
|
-$471K
|
-4,366
|
-5%
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.43M
|
+$1.17M
|
+10,869
|
+14%
|
|
|
62
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$9.34M
|
-$601K
|
-5,576
|
-6%
|
|
|
63
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$9.29M
|
-$1.19M
|
-11,024
|
-11%
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.16M
|
+$1.97M
|
+18,232
|
+27%
|
|
|
65
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$8.73M
|
-$683K
|
-6,330
|
-7%
|
|
|
66
|
Principal Financial Group
Des Moines,
Iowa
|
$8.43M
|
–
|
–
|
–
|
|
|
67
|
Oppenheimer & Co
New York
|
$8.41M
|
+$728K
|
+6,754
|
+9%
|
|
|
68
|
Soltis Investment Advisors
St. George,
Utah
|
$8.37M
|
+$204K
|
+1,892
|
+2%
|
|
|
69
|
Jordan Park Group
San Francisco,
California
|
$8.33M
|
-$363K
|
-3,370
|
-4%
|
|
|
70
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$8.23M
|
-$1.39M
|
-12,850
|
-14%
|
|
|
71
|
Allen Investment Management
New York
|
$8.17M
|
+$23K
|
+213
|
+0.3%
|
|
|
72
|
Rockefeller Capital Management
New York
|
$8.08M
|
+$647K
|
+6,003
|
+9%
|
|
|
73
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$8.07M
|
+$235K
|
+2,176
|
+3%
|
|
|
74
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$8.01M
|
-$461K
|
-4,275
|
-5%
|
|
|
75
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.94M
|
+$352K
|
+3,261
|
+5%
|
|
