|
26
|
Rockefeller Capital Management
New York
|
$21.6M
|
+$782K
|
+7,375
|
+4%
|
|
|
27
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$20M
|
+$719K
|
+6,784
|
+4%
|
|
|
28
|
Soros Fund Management
New York
|
$19.2M
|
–
|
–
|
–
|
|
|
29
|
Estate Counselors
Thiensville,
Wisconsin
|
$17.8M
|
-$7.42K
|
-70
|
-0%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.8M
|
-$1.38M
|
-13,052
|
-7%
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.6M
|
+$35.8K
|
+338
|
+0.2%
|
|
|
32
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$16.5M
|
-$341K
|
-3,221
|
-2%
|
|
|
33
|
Avantax Advisory Services
Dallas,
Texas
|
$16.5M
|
-$248K
|
-2,336
|
-2%
|
|
|
34
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$16.1M
|
+$314K
|
+2,966
|
+2%
|
|
|
35
|
Theory Financial
Fort Collins,
Colorado
|
$16M
|
+$4.01M
|
+37,809
|
+37%
|
|
|
36
|
Lido Advisors
Los Angeles,
California
|
$15.9M
|
+$1.74M
|
+16,450
|
+13%
|
|
|
37
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$15.5M
|
+$624K
|
+5,886
|
+4%
|
|
|
38
|
Hamilton Wealth
Encino,
California
|
$15.2M
|
-$82.2K
|
-776
|
-0.6%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$15.1M
|
+$332K
|
+3,135
|
+2%
|
|
|
40
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$15M
|
-$75.1K
|
-709
|
-0.5%
|
|
|
41
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$14.2M
|
+$13.7M
|
+128,850
|
New
|
|
|
42
|
Atria Wealth Solutions
New York
|
$13.2M
|
-$831K
|
-7,838
|
-6%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$12.9M
|
+$367K
|
+3,463
|
+3%
|
|
|
44
|
WBH Advisory
Baltimore,
Maryland
|
$12.9M
|
-$249K
|
-2,352
|
-2%
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$12.6M
|
+$473K
|
+4,463
|
+4%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$12.4M
|
+$1.12M
|
+10,603
|
+10%
|
|
|
47
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$11.9M
|
-$1.54M
|
-14,559
|
-13%
|
|
|
48
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$11.9M
|
+$27.1K
|
+256
|
+0.2%
|
|
|
49
|
Principal Securities
Des Moines,
Iowa
|
$11.7M
|
+$512K
|
+4,833
|
+5%
|
|
|
50
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.6M
|
+$241K
|
+2,276
|
+2%
|
|
