|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.4M
|
+$147K
|
+1,197
|
+0.9%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$16.5M
|
-$797K
|
-6,508
|
-5%
|
|
|
28
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$16.4M
|
+$16.2M
|
+132,599
|
+4,413%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.9M
|
+$13M
|
+105,933
|
+542%
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.4M
|
+$873K
|
+7,131
|
+6%
|
|
|
31
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$15.1M
|
-$199K
|
-1,624
|
-1%
|
|
|
32
|
PGIM Custom Harvest
Newark,
New Jersey
|
$15M
|
-$832K
|
-6,793
|
-5%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.8M
|
+$5.04M
|
+41,166
|
+54%
|
|
|
34
|
Zuckerman Investment Group
Chicago,
Illinois
|
$14.8M
|
-$39.1K
|
-319
|
-0.3%
|
|
|
35
|
AE Wealth Management
Topeka,
Kansas
|
$14.7M
|
+$12.5M
|
+102,007
|
+718%
|
|
|
36
|
|
$14.6M
|
-$1.63M
|
-13,317
|
-10%
|
|
|
37
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$14.2M
|
+$4.21M
|
+34,414
|
+45%
|
|
|
38
|
Atria Wealth Solutions
New York
|
$13.7M
|
+$9.2M
|
+75,124
|
+231%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.3M
|
-$2.03M
|
-16,614
|
-14%
|
|
|
40
|
D.A. Davidson & Co
Great Falls,
Montana
|
$13.1M
|
+$3.17M
|
+25,886
|
+33%
|
|
|
41
|
|
$13.1M
|
+$11M
|
+89,467
|
+646%
|
|
|
42
|
|
$12.2M
|
+$828K
|
+6,759
|
+8%
|
|
|
43
|
BFSG LLC
Irvine,
California
|
$11.8M
|
+$500K
|
+4,082
|
+5%
|
|
|
44
|
Alaska Permanent Fund
Juneau,
Alaska
|
$11.4M
|
–
|
–
|
–
|
|
|
45
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.6M
|
+$10.2M
|
+83,456
|
New
|
|
|
46
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$10.5M
|
-$71.6K
|
-585
|
-0.7%
|
|
|
47
|
Greenline Partners
New York
|
$10.2M
|
+$319K
|
+2,604
|
+3%
|
|
|
48
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$10M
|
+$9.67M
|
+79,002
|
New
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.98M
|
+$560K
|
+4,571
|
+6%
|
|
|
50
|
M&T Bank
Buffalo,
New York
|
$9.89M
|
+$475K
|
+3,877
|
+5%
|
|
