|
26
|
Rockefeller Capital Management
New York
|
$15.2M
|
-$8.53K
|
-67
|
-0.1%
|
|
|
27
|
Zuckerman Investment Group
Chicago,
Illinois
|
$15.2M
|
+$290K
|
+2,279
|
+2%
|
|
|
28
|
Parcion Private Wealth
Bellevue,
Washington
|
$15.1M
|
+$15.8M
|
+124,480
|
New
|
|
|
29
|
|
$14.7M
|
-$261K
|
-2,046
|
-2%
|
|
|
30
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$14.6M
|
-$179K
|
-1,408
|
-1%
|
|
|
31
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$14.1M
|
+$308K
|
+2,419
|
+2%
|
|
|
32
|
Estate Counselors
Thiensville,
Wisconsin
|
$13.7M
|
+$14.4M
|
+112,880
|
New
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.2M
|
-$549K
|
-4,310
|
-4%
|
|
|
34
|
Swan Capital
Pensacola,
Florida
|
$13M
|
+$2.54M
|
+19,936
|
+23%
|
|
|
35
|
Intellus Advisors
Naples,
Florida
|
$12.8M
|
+$13.4M
|
+105,619
|
New
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.8M
|
+$235K
|
+1,842
|
+2%
|
|
|
37
|
Cambridge Associates
Boston,
Massachusetts
|
$12.6M
|
+$6.71M
|
+52,713
|
+103%
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.1M
|
+$90.1K
|
+708
|
+0.7%
|
|
|
39
|
Greenline Partners
New York
|
$12M
|
+$764K
|
+6,000
|
+6%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.3M
|
+$920K
|
+7,226
|
+8%
|
|
|
41
|
Allen Wealth Management
Boone,
North Carolina
|
$10.9M
|
+$111K
|
+871
|
+1%
|
|
|
42
|
Tudor Investment Corp
Stamford,
Connecticut
|
$10.7M
|
+$11.2M
|
+87,798
|
New
|
|
|
43
|
BFSG LLC
Irvine,
California
|
$10.6M
|
-$655K
|
-5,148
|
-6%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$10.5M
|
+$8.12M
|
+63,801
|
+284%
|
|
|
45
|
M&T Bank
Buffalo,
New York
|
$9.84M
|
+$330K
|
+2,595
|
+3%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$8.28M
|
-$31.4K
|
-247
|
-0.4%
|
|
|
47
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.16M
|
+$216K
|
+1,694
|
+3%
|
|
|
48
|
Atria Wealth Solutions
New York
|
$8.15M
|
-$65.7K
|
-516
|
-0.8%
|
|
|
49
|
Roundview Capital
Princeton,
New Jersey
|
$7.96M
|
-$560K
|
-4,395
|
-6%
|
|
|
50
|
KCM Investment Advisors
Greenbrae,
California
|
$7.54M
|
-$581K
|
-4,562
|
-7%
|
|
