|
26
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18.4M
|
-$1.22M
|
-6,332
|
-6%
|
|
|
27
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$18.3M
|
-$4.17M
|
-21,545
|
-18%
|
|
|
28
|
Marotta Asset Management
Charlottesville,
Virginia
|
$18.2M
|
-$596K
|
-3,083
|
-3%
|
|
|
29
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$17.5M
|
+$534K
|
+2,761
|
+3%
|
|
|
30
|
Stifel Financial
St. Louis,
Missouri
|
$17.5M
|
+$2.49M
|
+12,856
|
+16%
|
|
|
31
|
Curtis Advisory Group
Santa Barbara,
California
|
$16.7M
|
+$17.4M
|
+90,000
|
New
|
|
|
32
|
Rockefeller Capital Management
New York
|
$16.6M
|
+$2.87M
|
+14,830
|
+20%
|
|
|
33
|
Blankinship & Foster
Solana Beach,
California
|
$16.4M
|
+$96.3K
|
+498
|
+0.6%
|
|
|
34
|
ALPS Advisors
Denver,
Colorado
|
$13.5M
|
-$2.57M
|
-13,290
|
-15%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$13.3M
|
+$3.81M
|
+19,711
|
+38%
|
|
|
36
|
Weitzel Financial Services
Dubuque,
Iowa
|
$13.1M
|
+$13.7M
|
+70,925
|
New
|
|
|
37
|
Wealthspire Advisors (New York)
New York
|
$12.4M
|
+$1.76M
|
+9,090
|
+16%
|
|
|
38
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$12.1M
|
-$1.9M
|
-9,819
|
-13%
|
|
|
39
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$12.1M
|
+$1.74M
|
+8,981
|
+16%
|
|
|
40
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12M
|
+$2.71M
|
+14,013
|
+27%
|
|
|
41
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$11.7M
|
-$9.28K
|
-48
|
-0.1%
|
|
|
42
|
M&T Bank
Buffalo,
New York
|
$11.2M
|
+$433K
|
+2,240
|
+4%
|
|
|
43
|
|
$11.1M
|
+$472K
|
+2,440
|
+4%
|
|
|
44
|
INVST
Indianapolis,
Indiana
|
$10.8M
|
+$10.8M
|
+55,809
|
New
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
-$1.14M
|
-5,898
|
-9%
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$9.51M
|
-$101K
|
-522
|
-1%
|
|
|
47
|
Seldon Capital
San Francisco,
California
|
$9.19M
|
–
|
–
|
–
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9.14M
|
+$1.14M
|
+5,891
|
+14%
|
|
|
49
|
KCM Investment Advisors
Greenbrae,
California
|
$8.98M
|
-$616K
|
-3,184
|
-6%
|
|
|
50
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.81M
|
+$931K
|
+4,812
|
+11%
|
|
