|
51
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$22M
|
+$10.6M
|
+100,106
|
+92%
|
|
|
52
|
Modera Wealth Management
Westwood,
New Jersey
|
$21.3M
|
+$238K
|
+2,249
|
+1%
|
|
|
53
|
Members Trust
Tampa,
Florida
|
$20.3M
|
-$1.67M
|
-15,780
|
-8%
|
|
|
54
|
Merriman Wealth Management
Seattle,
Washington
|
$19.7M
|
-$194K
|
-1,834
|
-1%
|
|
|
55
|
MML Investors Services
Springfield,
Massachusetts
|
$19.6M
|
+$1.6M
|
+15,186
|
+9%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$19M
|
+$902K
|
+8,542
|
+5%
|
|
|
57
|
Slow Capital
Greenbrae,
California
|
$18.6M
|
+$164K
|
+1,556
|
+0.9%
|
|
|
58
|
Legacy Edge Advisors
Syosset,
New York
|
$18.4M
|
+$4.65M
|
+44,018
|
+34%
|
|
|
59
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$18M
|
-$281K
|
-2,662
|
-2%
|
|
|
60
|
Beacon Pointe Advisors
Newport Beach,
California
|
$18M
|
-$543K
|
-5,139
|
-3%
|
|
|
61
|
Essential Planning
Portsmouth,
New Hampshire
|
$17.9M
|
+$17.6M
|
+167,040
|
+6,400%
|
|
|
62
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$17.6M
|
+$569K
|
+5,383
|
+3%
|
|
|
63
|
Comerica Bank
Dallas,
Texas
|
$17M
|
-$1.47M
|
-13,895
|
-8%
|
|
|
64
|
Alesco Advisors
Pittsford,
New York
|
$16.6M
|
+$642K
|
+6,079
|
+4%
|
|
|
65
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$16.3M
|
+$1.59M
|
+15,080
|
+11%
|
|
|
66
|
Larson Financial Group
St Louis,
Missouri
|
$15.9M
|
+$4.58M
|
+43,344
|
+40%
|
|
|
67
|
Freestone Capital Holdings
Seattle,
Washington
|
$15.8M
|
+$1.32M
|
+12,501
|
+9%
|
|
|
68
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$15.2M
|
+$448K
|
+4,239
|
+3%
|
|
|
69
|
One Capital Management
Westlake Village,
California
|
$14M
|
-$368K
|
-3,488
|
-3%
|
|
|
70
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$13.2M
|
-$292K
|
-2,768
|
-2%
|
|
|
71
|
TownSquare Capital
Provo,
Utah
|
$13.1M
|
+$390K
|
+3,696
|
+3%
|
|
|
72
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$12.9M
|
+$32K
|
+303
|
+0.2%
|
|
|
73
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$12.8M
|
+$1.98M
|
+18,721
|
+18%
|
|
|
74
|
Kestra Private Wealth Services
Austin,
Texas
|
$12.7M
|
+$25.7K
|
+243
|
+0.2%
|
|
|
75
|
Park Avenue Securities
New York
|
$12.4M
|
+$976K
|
+9,238
|
+9%
|
|
