|
26
|
Atria Investments
Charlotte,
North Carolina
|
$42.7M
|
-$17.1M
|
-263,633
|
-28%
|
|
|
27
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$40.4M
|
+$775K
|
+11,978
|
+2%
|
|
|
28
|
Jordan Park Group
San Francisco,
California
|
$39.5M
|
-$28.9M
|
-446,746
|
-42%
|
|
|
29
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$38.6M
|
-$326K
|
-5,034
|
-0.8%
|
|
|
30
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$36.9M
|
+$162K
|
+2,500
|
+0.4%
|
|
|
31
|
|
$34M
|
-$87.2M
|
-1,347,885
|
-71%
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$33.7M
|
-$3.7M
|
-57,229
|
-10%
|
|
|
33
|
People's United Financial
Bridgeport,
Connecticut
|
$32.3M
|
-$3.99M
|
-61,755
|
-11%
|
|
|
34
|
IndexIQ Advisors
New York
|
$30.1M
|
-$27.4M
|
-423,520
|
-47%
|
|
|
35
|
PrairieView Partners
St. Paul,
Minnesota
|
$29.5M
|
-$1.11M
|
-17,184
|
-4%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.7M
|
+$2.11M
|
+32,637
|
+8%
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.5M
|
-$7.55M
|
-116,775
|
-21%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$27.7M
|
-$350K
|
-5,406
|
-1%
|
|
|
39
|
|
$27.4M
|
+$27.9M
|
+431,538
|
+11,746%
|
|
|
40
|
MilWealth Group
Milwaukee,
Wisconsin
|
$27.3M
|
+$6.04M
|
+93,433
|
+27%
|
|
|
41
|
Trustees of the Smith College
Northampton,
Massachusetts
|
$25.7M
|
+$26.5M
|
+409,114
|
New
|
|
|
42
|
Bangor Savings Bank
Bangor,
Maine
|
$25.3M
|
+$8.11M
|
+125,307
|
+45%
|
|
|
43
|
Executive Wealth Management
Brighton,
Michigan
|
$25.3M
|
+$2.94M
|
+45,445
|
+13%
|
|
|
44
|
American Trust
Lexington,
Kentucky
|
$25.1M
|
-$11.3M
|
-174,978
|
-30%
|
|
|
45
|
Concord Wealth Partners
Abingdon,
Virginia
|
$22M
|
-$18.4M
|
-284,770
|
-45%
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$21.8M
|
-$4.99M
|
-77,174
|
-18%
|
|
|
47
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$21.4M
|
+$8.42M
|
+130,251
|
+62%
|
|
|
48
|
Altium Wealth Management
Purchase,
New York
|
$21.3M
|
+$4.28M
|
+66,156
|
+24%
|
|
|
49
|
Cantor Fitzgerald Investment Advisors
New York
|
$20M
|
+$16M
|
+247,516
|
+350%
|
|
|
50
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$19.1M
|
+$19.6M
|
+303,594
|
New
|
|
