|
51
|
Rockefeller Capital Management
New York
|
$26.4M
|
+$979K
|
+18,477
|
+4%
|
|
|
52
|
Zurich Insurance Group
Zurich,
Switzerland
|
$24.7M
|
+$9.12M
|
+172,135
|
+58%
|
|
|
53
|
Mercer Global Advisors
Denver,
Colorado
|
$24.1M
|
+$358K
|
+6,746
|
+2%
|
|
|
54
|
Allworth Financial
Folsom,
California
|
$24M
|
+$24.1M
|
+454,995
|
+376,029%
|
|
|
55
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$23.2M
|
+$1.6M
|
+30,203
|
+7%
|
|
|
56
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$22.7M
|
+$291K
|
+5,499
|
+1%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$21.4M
|
+$2.46M
|
+46,430
|
+13%
|
|
|
58
|
True Link Financial Advisors
San Francisco,
California
|
$21.2M
|
-$891K
|
-16,809
|
-4%
|
|
|
59
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$21M
|
+$899K
|
+16,957
|
+4%
|
|
|
60
|
IndexIQ Advisors
New York
|
$21M
|
+$18.6M
|
+350,738
|
+757%
|
|
|
61
|
Victory Capital Management
San Antonio,
Texas
|
$20.6M
|
–
|
–
|
–
|
|
|
62
|
55I LLC
Boston,
Massachusetts
|
$20.3M
|
-$547K
|
-10,319
|
-3%
|
|
|
63
|
American Trust
Lexington,
Kentucky
|
$20.2M
|
+$20.3M
|
+382,229
|
New
|
|
|
64
|
Financial Life Advisors
San Antonio,
Texas
|
$20M
|
+$689K
|
+13,009
|
+4%
|
|
|
65
|
Park Avenue Securities
New York
|
$19.5M
|
+$137K
|
+2,588
|
+0.7%
|
|
|
66
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$19.4M
|
-$5.77M
|
-108,910
|
-23%
|
|
|
67
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.8M
|
+$1.11M
|
+20,983
|
+6%
|
|
|
68
|
Money Design
Tokyo,
Japan
|
$18.7M
|
+$189K
|
+3,557
|
+1%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$18.1M
|
-$3.21M
|
-60,557
|
-15%
|
|
|
70
|
|
$18M
|
+$3.52M
|
+66,478
|
+24%
|
|
|
71
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$16.8M
|
-$146K
|
-2,753
|
-0.9%
|
|
|
72
|
Annapolis Financial Services
Annapolis,
Maryland
|
$16M
|
-$448K
|
-8,445
|
-3%
|
|
|
73
|
Parkside Advisors
Berkeley,
California
|
$15.7M
|
+$1.45M
|
+27,403
|
+10%
|
|
|
74
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$15.3M
|
+$1.13M
|
+21,320
|
+8%
|
|
|
75
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$15M
|
+$1.08M
|
+20,414
|
+8%
|
|
