|
26
|
Rockefeller Capital Management
New York
|
$15.4M
|
+$1.67M
|
+13,342
|
+12%
|
|
|
27
|
|
$15.1M
|
-$930K
|
-7,436
|
-6%
|
|
|
28
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$14.9M
|
-$398K
|
-3,182
|
-3%
|
|
|
29
|
Zuckerman Investment Group
Chicago,
Illinois
|
$14.7M
|
+$56.8K
|
+454
|
+0.4%
|
|
|
30
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$14M
|
+$1.63M
|
+13,047
|
+13%
|
|
|
31
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$14M
|
+$183K
|
+1,463
|
+1%
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.8M
|
+$15.5K
|
+124
|
+0.1%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.7M
|
-$160K
|
-1,278
|
-1%
|
|
|
34
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.2M
|
-$618K
|
-4,942
|
-5%
|
|
|
35
|
Greenline Partners
New York
|
$11.4M
|
+$408K
|
+3,260
|
+4%
|
|
|
36
|
BFSG LLC
Irvine,
California
|
$11.3M
|
-$1.02M
|
-8,193
|
-8%
|
|
|
37
|
Allen Wealth Management
Boone,
North Carolina
|
$10.9M
|
+$244K
|
+1,949
|
+2%
|
|
|
38
|
|
$10.9M
|
-$216K
|
-1,729
|
-2%
|
|
|
39
|
Swan Capital
Pensacola,
Florida
|
$10.7M
|
+$3.75M
|
+30,002
|
+52%
|
|
|
40
|
Main Management
San Francisco,
California
|
$10.7M
|
-$9.7M
|
-77,569
|
-47%
|
|
|
41
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.5M
|
+$49K
|
+392
|
+0.5%
|
|
|
42
|
M&T Bank
Buffalo,
New York
|
$9.62M
|
-$135K
|
-1,081
|
-1%
|
|
|
43
|
Roundview Capital
Princeton,
New Jersey
|
$8.58M
|
+$115K
|
+922
|
+1%
|
|
|
44
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.57M
|
+$2.74M
|
+21,946
|
+54%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$8.39M
|
+$339K
|
+2,713
|
+4%
|
|
|
46
|
Atria Wealth Solutions
New York
|
$8.34M
|
-$4.67M
|
-37,361
|
-36%
|
|
|
47
|
KCM Investment Advisors
Greenbrae,
California
|
$8.17M
|
-$31K
|
-248
|
-0.4%
|
|
|
48
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.9M
|
+$156K
|
+1,250
|
+2%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$7.27M
|
+$22K
|
+176
|
+0.3%
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$6.73M
|
-$773K
|
-6,178
|
-10%
|
|
