|
26
|
Rockefeller Capital Management
New York
|
$18.9M
|
+$57.7K
|
+307
|
+0.3%
|
|
|
27
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$18.9M
|
+$3.87M
|
+20,557
|
+26%
|
|
|
28
|
Marotta Asset Management
Charlottesville,
Virginia
|
$18.8M
|
-$6.39K
|
-34
|
-0%
|
|
|
29
|
Royal Fund Management
Lady Lake,
Florida
|
$18.1M
|
-$827K
|
-4,396
|
-4%
|
|
|
30
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18M
|
+$280K
|
+1,489
|
+2%
|
|
|
31
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$17.5M
|
+$183K
|
+972
|
+1%
|
|
|
32
|
Blankinship & Foster
Solana Beach,
California
|
$17.2M
|
+$167K
|
+888
|
+1%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$16.8M
|
+$1.46M
|
+7,758
|
+10%
|
|
|
34
|
Weitzel Financial Services
Dubuque,
Iowa
|
$15.2M
|
+$1.15M
|
+6,115
|
+8%
|
|
|
35
|
ALPS Advisors
Denver,
Colorado
|
$13.7M
|
-$79K
|
-420
|
-0.6%
|
|
|
36
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$12.6M
|
+$141K
|
+750
|
+1%
|
|
|
37
|
Wealthspire Advisors (New York)
New York
|
$12.3M
|
-$369K
|
-1,963
|
-3%
|
|
|
38
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.7M
|
+$4.26M
|
+22,645
|
+59%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.6M
|
+$1.21M
|
+6,422
|
+12%
|
|
|
40
|
|
$11.6M
|
+$3.28M
|
+17,466
|
+41%
|
|
|
41
|
M&T Bank
Buffalo,
New York
|
$11.1M
|
-$444K
|
-2,362
|
-4%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.1M
|
+$131K
|
+696
|
+1%
|
|
|
43
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$10.6M
|
-$637K
|
-3,386
|
-6%
|
|
|
44
|
Seldon Capital
San Francisco,
California
|
$9.5M
|
–
|
–
|
–
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$9.36M
|
-$562K
|
-2,990
|
-6%
|
|
|
46
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$9M
|
–
|
–
|
–
|
|
|
47
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$8.99M
|
+$8.82M
|
+46,907
|
New
|
|
|
48
|
Atria Wealth Solutions
New York
|
$8.83M
|
+$3.67M
|
+19,529
|
+74%
|
|
|
49
|
KCM Investment Advisors
Greenbrae,
California
|
$8.59M
|
+$397K
|
+2,112
|
+5%
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$8.39M
|
+$914K
|
+4,863
|
+12%
|
|
