|
26
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$15.9M
|
+$1.56M
|
+8,443
|
+11%
|
|
|
27
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$14.3M
|
+$14.8M
|
+80,000
|
New
|
|
|
28
|
Iconiq Capital
San Francisco,
California
|
$13.6M
|
-$11M
|
-59,680
|
-44%
|
|
|
29
|
Merit Financial Group
Alpharetta,
Georgia
|
$13.4M
|
-$111M
|
-600,877
|
-89%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.5M
|
-$3.74M
|
-20,223
|
-22%
|
|
|
31
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$12.3M
|
+$545K
|
+2,944
|
+4%
|
|
|
32
|
PGIM Custom Harvest
Newark,
New Jersey
|
$12M
|
+$1.23M
|
+6,643
|
+10%
|
|
|
33
|
Atria Investments
Charlotte,
North Carolina
|
$11.5M
|
+$2.16M
|
+11,686
|
+22%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$11.3M
|
+$1.1M
|
+5,953
|
+10%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.6M
|
-$622K
|
-3,359
|
-5%
|
|
|
36
|
Wealthspire Advisors (New York)
New York
|
$10.6M
|
+$10.9M
|
+59,055
|
New
|
|
|
37
|
M&T Bank
Buffalo,
New York
|
$9.67M
|
-$326K
|
-1,760
|
-3%
|
|
|
38
|
ALPS Advisors
Denver,
Colorado
|
$9.23M
|
+$9.54M
|
+51,531
|
New
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
$8.43M
|
+$1.37M
|
+7,413
|
+19%
|
|
|
40
|
Rockefeller Capital Management
New York
|
$7.58M
|
-$49.2K
|
-266
|
-0.6%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.54M
|
-$515K
|
-2,780
|
-6%
|
|
|
42
|
Kore Private Wealth
New York
|
$7.54M
|
+$951K
|
+5,137
|
+14%
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.01M
|
-$181K
|
-976
|
-2%
|
|
|
44
|
KCM Investment Advisors
Greenbrae,
California
|
$6.23M
|
+$457K
|
+2,471
|
+8%
|
|
|
45
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$6.03M
|
+$71.3K
|
+385
|
+1%
|
|
|
46
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$5.79M
|
+$643K
|
+3,471
|
+12%
|
|
|
47
|
|
$5.72M
|
+$1.46M
|
+7,913
|
+33%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.69M
|
+$701K
|
+3,788
|
+14%
|
|
|
49
|
Anchor Investment Management
Columbia,
South Carolina
|
$5.63M
|
+$403K
|
+2,175
|
+7%
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$5.57M
|
+$431K
|
+2,328
|
+8%
|
|
