|
51
|
Rockefeller Capital Management
New York
|
$13.8M
|
+$5.72M
|
+53,250
|
+71%
|
|
|
52
|
Park Avenue Securities
New York
|
$12.7M
|
+$2.37M
|
+22,091
|
+23%
|
|
|
53
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$12.6M
|
-$1.67M
|
-15,522
|
-12%
|
|
|
54
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.4M
|
-$873K
|
-8,133
|
-7%
|
|
|
55
|
Mather Group
Chicago,
Illinois
|
$11.8M
|
-$1M
|
-9,341
|
-8%
|
|
|
56
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$11.7M
|
+$9.2M
|
+85,642
|
+365%
|
|
|
57
|
Modera Wealth Management
Westwood,
New Jersey
|
$11.6M
|
+$518K
|
+4,823
|
+5%
|
|
|
58
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.8M
|
+$852K
|
+7,932
|
+9%
|
|
|
59
|
Apella Capital
West Hartford,
Connecticut
|
$10.6M
|
+$654K
|
+6,090
|
+7%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.3M
|
+$1.16M
|
+10,839
|
+13%
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10M
|
+$599K
|
+5,580
|
+6%
|
|
|
62
|
Jordan Park Group
San Francisco,
California
|
$9.67M
|
+$1.36M
|
+12,655
|
+16%
|
|
|
63
|
Freestone Capital Holdings
Seattle,
Washington
|
$9.61M
|
-$645K
|
-6,010
|
-6%
|
|
|
64
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$9.56M
|
-$84.1K
|
-783
|
-0.9%
|
|
|
65
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$9.47M
|
+$149K
|
+1,385
|
+2%
|
|
|
66
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$9.46M
|
+$197K
|
+1,834
|
+2%
|
|
|
67
|
Avantax Planning Partners
Dubuque,
Iowa
|
$9.4M
|
+$7.56M
|
+70,366
|
+408%
|
|
|
68
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.81M
|
+$891K
|
+8,296
|
+11%
|
|
|
69
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$8.73M
|
–
|
–
|
–
|
|
|
70
|
Oppenheimer & Co
New York
|
$8.63M
|
+$239K
|
+2,225
|
+3%
|
|
|
71
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$8.59M
|
+$775K
|
+7,214
|
+10%
|
|
|
72
|
1607 Capital Partners
Richmond,
Virginia
|
$8.54M
|
-$1.29M
|
-12,000
|
-13%
|
|
|
73
|
Principal Financial Group
Des Moines,
Iowa
|
$8.41M
|
–
|
–
|
–
|
|
|
74
|
Creative Planning
Overland Park,
Kansas
|
$8.29M
|
+$375K
|
+3,494
|
+5%
|
|
|
75
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$8.27M
|
+$217K
|
+2,017
|
+3%
|
|
