|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.3M
|
+$6.12M
|
+31,393
|
+43%
|
|
|
27
|
Marotta Asset Management
Charlottesville,
Virginia
|
$19.5M
|
-$1.46M
|
-7,505
|
-7%
|
|
|
28
|
Prudential Financial
Newark,
New Jersey
|
$18.9M
|
-$77M
|
-395,546
|
-80%
|
|
|
29
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$18M
|
+$903K
|
+4,635
|
+5%
|
|
|
30
|
Blankinship & Foster
Solana Beach,
California
|
$17.2M
|
-$265K
|
-1,361
|
-2%
|
|
|
31
|
ALPS Advisors
Denver,
Colorado
|
$16.9M
|
+$6.89M
|
+35,360
|
+69%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$16M
|
-$1.14M
|
-5,855
|
-7%
|
|
|
33
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$14.8M
|
+$4.14M
|
+21,266
|
+39%
|
|
|
34
|
Rockefeller Capital Management
New York
|
$14.6M
|
+$1.97M
|
+10,102
|
+16%
|
|
|
35
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$14.4M
|
+$14.3M
|
+73,498
|
New
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.5M
|
+$784K
|
+4,026
|
+7%
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$12.5M
|
+$3.91M
|
+20,080
|
+46%
|
|
|
38
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$12.4M
|
-$1.28M
|
-6,558
|
-9%
|
|
|
39
|
Atria Wealth Solutions
New York
|
$12.1M
|
+$12M
|
+61,526
|
New
|
|
|
40
|
M&T Bank
Buffalo,
New York
|
$11.4M
|
+$949K
|
+4,872
|
+9%
|
|
|
41
|
Wealthspire Advisors (New York)
New York
|
$11.3M
|
-$65.6K
|
-337
|
-0.6%
|
|
|
42
|
|
$11.3M
|
+$12.1K
|
+62
|
+0.1%
|
|
|
43
|
Atria Investments
Charlotte,
North Carolina
|
$10.4M
|
-$3.84M
|
-19,727
|
-27%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$10.2M
|
+$5.9M
|
+30,302
|
+140%
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
-$599K
|
-3,073
|
-6%
|
|
|
46
|
KCM Investment Advisors
Greenbrae,
California
|
$10.1M
|
+$2.32M
|
+11,904
|
+30%
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10M
|
+$8.77M
|
+45,041
|
+727%
|
|
|
48
|
Nomura Asset Management
Tokyo,
Japan
|
$10M
|
+$5.68M
|
+29,155
|
+133%
|
|
|
49
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$9.95M
|
-$331K
|
-1,699
|
-3%
|
|
|
50
|
Seldon Capital
San Francisco,
California
|
$9.72M
|
–
|
–
|
–
|
|
