|
51
|
Rockefeller Capital Management
New York
|
$85.1M
|
+$35.7M
|
+228,126
|
+77%
|
|
|
52
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$82.3M
|
+$3.62M
|
+23,113
|
+5%
|
|
|
53
|
MAI Capital Management
Independence,
Ohio
|
$76.4M
|
+$564K
|
+3,601
|
+0.8%
|
|
|
54
|
Waverly Advisors
Birmingham,
Alabama
|
$76.1M
|
+$14.1M
|
+89,775
|
+24%
|
|
|
55
|
Davenport & Co
Richmond,
Virginia
|
$75.5M
|
+$12.2M
|
+77,976
|
+20%
|
|
|
56
|
Berkshire Money Management
Dalton,
Massachusetts
|
$72.8M
|
+$1.58M
|
+10,064
|
+2%
|
|
|
57
|
Cresset Asset Management
Chicago,
Illinois
|
$72.4M
|
+$22.2M
|
+142,050
|
+47%
|
|
|
58
|
MML Investors Services
Springfield,
Massachusetts
|
$71.7M
|
+$6.41M
|
+40,928
|
+10%
|
|
|
59
|
Franklin Resources
San Mateo,
California
|
$71.3M
|
+$3.55M
|
+22,671
|
+5%
|
|
|
60
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$65.4M
|
+$23.2M
|
+148,206
|
+58%
|
|
|
61
|
Rational Advisors
Huntington,
New York
|
$64.9M
|
-$876K
|
-5,593
|
-1%
|
|
|
62
|
Park Avenue Securities
New York
|
$64.1M
|
+$5.53M
|
+35,338
|
+10%
|
|
|
63
|
Synovus Financial
Columbus,
Georgia
|
$63.3M
|
-$2.54M
|
-16,198
|
-4%
|
|
|
64
|
|
$62.9M
|
+$1.75M
|
+11,161
|
+3%
|
|
|
65
|
Jones Financial Companies
Des Peres,
Missouri
|
$61.7M
|
+$620K
|
+3,960
|
+1%
|
|
|
66
|
Mercer Global Advisors
Denver,
Colorado
|
$61.3M
|
-$4.4M
|
-28,114
|
-7%
|
|
|
67
|
Atria Wealth Solutions
New York
|
$60.6M
|
-$3.9M
|
-24,919
|
-6%
|
|
|
68
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$57.4M
|
-$201K
|
-1,283
|
-0.4%
|
|
|
69
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$57.3M
|
–
|
–
|
–
|
|
|
70
|
Cetera Advisor Networks
El Segundo,
California
|
$56.3M
|
+$6.84M
|
+43,673
|
+14%
|
|
|
71
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$55M
|
-$1.57M
|
-10,006
|
-3%
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$54.2M
|
-$2.14M
|
-13,634
|
-4%
|
|
|
73
|
TD Private Client Wealth
New York
|
$52.2M
|
+$608K
|
+3,880
|
+1%
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$51M
|
+$3.87M
|
+24,690
|
+9%
|
|
|
75
|
IEQ Capital
Foster City,
California
|
$49.7M
|
+$3.32M
|
+21,223
|
+7%
|
|
