|
51
|
Rockefeller Capital Management
New York
|
$59.2M
|
+$1.75M
|
+29,975
|
+3%
|
|
|
52
|
Focus Partners Wealth
Boston,
Massachusetts
|
$58.7M
|
+$45.2M
|
+775,221
|
+344%
|
|
|
53
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$58.7M
|
+$23M
|
+393,721
|
+65%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$58.2M
|
-$7.04M
|
-120,629
|
-11%
|
|
|
55
|
Empirical Wealth Management
Seattle,
Washington
|
$57.5M
|
+$892K
|
+15,277
|
+2%
|
|
|
56
|
Chemistry Wealth Management
New York
|
$55.7M
|
+$2M
|
+34,218
|
+4%
|
|
|
57
|
Strata Wealth Advisors
Dallas,
Texas
|
$54.9M
|
+$2.8M
|
+47,982
|
+5%
|
|
|
58
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$49.6M
|
+$960K
|
+16,444
|
+2%
|
|
|
59
|
Oak Harvest Investment Services
Houston,
Texas
|
$48.6M
|
+$2.13M
|
+36,431
|
+5%
|
|
|
60
|
Pacific Sage Partners
Edmonds,
Washington
|
$46.1M
|
+$768K
|
+13,165
|
+2%
|
|
|
61
|
Charles Schwab
San Francisco,
California
|
$45.8M
|
+$1.74M
|
+29,876
|
+4%
|
|
|
62
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$45.5M
|
+$7.62M
|
+130,558
|
+20%
|
|
|
63
|
Old National Bancorp
Evansville,
Indiana
|
$45.2M
|
-$10.7M
|
-183,817
|
-19%
|
|
|
64
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$44.5M
|
+$3.37M
|
+57,716
|
+8%
|
|
|
65
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$44.3M
|
-$249K
|
-4,265
|
-0.6%
|
|
|
66
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$43.9M
|
+$1.73M
|
+29,591
|
+4%
|
|
|
67
|
Insight 2811 Inc
Chicago,
Illinois
|
$43.6M
|
-$401K
|
-6,871
|
-0.9%
|
|
|
68
|
Talon Private Wealth
The Villages,
Florida
|
$43.5M
|
-$3.05M
|
-52,226
|
-7%
|
|
|
69
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$43.2M
|
-$2.19M
|
-37,502
|
-5%
|
|
|
70
|
Falcon Wealth Planning
Ontario,
California
|
$42.4M
|
+$683K
|
+11,710
|
+2%
|
|
|
71
|
Mayport LLC
Newton,
Massachusetts
|
$41.6M
|
+$4.88M
|
+83,612
|
+13%
|
|
|
72
|
AMI Investment Management
Kendallville,
Indiana
|
$41M
|
+$1.35M
|
+23,211
|
+3%
|
|
|
73
|
Foster Group
West Des Moines,
Iowa
|
$40.6M
|
-$542K
|
-9,282
|
-1%
|
|
|
74
|
Merit Financial Group
Alpharetta,
Georgia
|
$40.3M
|
-$13.8M
|
-237,110
|
-26%
|
|
|
75
|
Mariner
Overland Park,
Kansas
|
$40.2M
|
+$3.31M
|
+56,777
|
+9%
|
|
