|
51
|
Rockefeller Capital Management
New York
|
$14.1M
|
-$1.73M
|
-19,100
|
-11%
|
|
|
52
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$13.9M
|
+$7.49M
|
+82,831
|
+119%
|
|
|
53
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.7M
|
-$241K
|
-2,667
|
-2%
|
|
|
54
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$12.5M
|
–
|
–
|
–
|
|
|
55
|
Human Investing
Lake Oswego,
Oregon
|
$12.4M
|
-$362
|
-4
|
-0%
|
|
|
56
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$12.4M
|
-$549K
|
-6,076
|
-4%
|
|
|
57
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$11.7M
|
-$518K
|
-5,725
|
-4%
|
|
|
58
|
|
$11.3M
|
+$372K
|
+4,119
|
+3%
|
|
|
59
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$11.3M
|
+$1.64M
|
+18,085
|
+17%
|
|
|
60
|
|
$11.1M
|
+$429K
|
+4,740
|
+4%
|
|
|
61
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$11M
|
+$164K
|
+1,810
|
+2%
|
|
|
62
|
Sentinus LLC
Oak Brook,
Illinois
|
$10.8M
|
+$10.4M
|
+114,781
|
+3,512%
|
|
|
63
|
Mercer Global Advisors
Denver,
Colorado
|
$10.7M
|
-$874K
|
-9,668
|
-8%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$10.6M
|
-$16M
|
-176,643
|
-60%
|
|
|
65
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10.5M
|
+$50K
|
+553
|
+0.5%
|
|
|
66
|
Revisor Wealth Management
Akron,
Ohio
|
$10.4M
|
-$631K
|
-6,980
|
-6%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.3M
|
+$1.35M
|
+14,879
|
+15%
|
|
|
68
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$10.2M
|
+$1.05M
|
+11,556
|
+12%
|
|
|
69
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$10M
|
-$242K
|
-2,676
|
-2%
|
|
|
70
|
Financial Perspectives
Minneapolis,
Minnesota
|
$9.96M
|
+$204K
|
+2,255
|
+2%
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$9.82M
|
+$92.6K
|
+1,024
|
+1%
|
|
|
72
|
|
$9.69M
|
+$7.95M
|
+87,900
|
+487%
|
|
|
73
|
Landmark Wealth Management (New York)
Melville,
New York
|
$9.68M
|
-$940K
|
-10,399
|
-9%
|
|
|
74
|
Steward Partners Investment Advisory
New York
|
$9.61M
|
+$1.36M
|
+15,082
|
+17%
|
|
|
75
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$9.35M
|
-$148K
|
-1,634
|
-2%
|
|
