|
26
|
Wellington Management Group
Boston,
Massachusetts
|
$41.8M
|
+$15.1M
|
+59,049
|
+60%
|
|
|
27
|
MML Investors Services
Springfield,
Massachusetts
|
$41.8M
|
+$1.02M
|
+4,016
|
+3%
|
|
|
28
|
|
$35.8M
|
+$247K
|
+970
|
+0.7%
|
|
|
29
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$30.8M
|
+$94.4K
|
+370
|
+0.3%
|
|
|
30
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$30.5M
|
+$3.84M
|
+15,067
|
+15%
|
|
|
31
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$27.2M
|
+$25.5M
|
+99,815
|
+4,403%
|
|
|
32
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$26.5M
|
+$556K
|
+2,180
|
+2%
|
|
|
33
|
Allied Investment Advisors
Billings,
Montana
|
$26.3M
|
+$259K
|
+1,016
|
+1%
|
|
|
34
|
Capital Advantage
Walnut Creek,
California
|
$26.1M
|
+$452K
|
+1,774
|
+2%
|
|
|
35
|
Prudential Financial
Newark,
New Jersey
|
$25.9M
|
+$22.6M
|
+88,574
|
+1,004%
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$25.8M
|
+$2.36M
|
+9,274
|
+11%
|
|
|
37
|
Congress Wealth Management
Boston,
Massachusetts
|
$25.1M
|
+$24M
|
+94,168
|
New
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$25M
|
-$8.18M
|
-32,066
|
-25%
|
|
|
39
|
Manchester Capital Management
Manchester,
Vermont
|
$24.8M
|
+$23.8M
|
+93,181
|
New
|
|
|
40
|
|
$22.9M
|
-$3.16M
|
-12,380
|
-13%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$22.5M
|
+$284K
|
+1,114
|
+1%
|
|
|
42
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$21.5M
|
+$20.6M
|
+80,866
|
New
|
|
|
43
|
Main Management
San Francisco,
California
|
$21.5M
|
–
|
–
|
–
|
|
|
44
|
Atria Investments
Charlotte,
North Carolina
|
$21.3M
|
+$2.18M
|
+8,546
|
+12%
|
|
|
45
|
WBH Advisory
Baltimore,
Maryland
|
$21M
|
+$265K
|
+1,038
|
+1%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$20.8M
|
+$1.03M
|
+4,025
|
+5%
|
|
|
47
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$20.7M
|
-$666K
|
-2,611
|
-3%
|
|
|
48
|
KCM Investment Advisors
Greenbrae,
California
|
$20.2M
|
-$82.1K
|
-322
|
-0.4%
|
|
|
49
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$19.7M
|
+$82.6K
|
+324
|
+0.4%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$18.7M
|
+$1.12M
|
+4,406
|
+7%
|
|
