|
51
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$20.9M
|
+$210K
|
+4,363
|
+1%
|
|
|
52
|
Whitcomb & Hess
Ashland,
Ohio
|
$20.5M
|
-$20M
|
-414,961
|
-49%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$20.3M
|
-$2.58M
|
-53,548
|
-11%
|
|
|
54
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$19.9M
|
+$20.1M
|
+416,337
|
New
|
|
|
55
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$19.8M
|
+$329K
|
+6,838
|
+2%
|
|
|
56
|
Parkside Advisors
Berkeley,
California
|
$19.7M
|
+$3.19M
|
+66,193
|
+19%
|
|
|
57
|
Atria Wealth Solutions
New York
|
$19.6M
|
-$157K
|
-3,265
|
-0.8%
|
|
|
58
|
Money Design
Tokyo,
Japan
|
$17.8M
|
-$5.68K
|
-118
|
-0%
|
|
|
59
|
Rockefeller Capital Management
New York
|
$17.6M
|
-$4.36M
|
-90,614
|
-20%
|
|
|
60
|
Financial Life Advisors
San Antonio,
Texas
|
$17.6M
|
-$1.16M
|
-24,017
|
-6%
|
|
|
61
|
MML Investors Services
Springfield,
Massachusetts
|
$15.4M
|
+$198K
|
+4,115
|
+1%
|
|
|
62
|
Park Avenue Securities
New York
|
$15.3M
|
-$2.82M
|
-58,590
|
-15%
|
|
|
63
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$15.1M
|
+$326K
|
+6,768
|
+2%
|
|
|
64
|
Tiedemann Advisors
New York
|
$14.9M
|
+$8.13M
|
+168,895
|
+118%
|
|
|
65
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.8M
|
+$348K
|
+7,233
|
+2%
|
|
|
66
|
American Trust
Lexington,
Kentucky
|
$14.8M
|
-$1.95M
|
-40,501
|
-12%
|
|
|
67
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.3M
|
-$9.8M
|
-203,403
|
-40%
|
|
|
68
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$14.3M
|
+$489K
|
+10,159
|
+4%
|
|
|
69
|
Annapolis Financial Services
Annapolis,
Maryland
|
$14.2M
|
-$102K
|
-2,128
|
-0.7%
|
|
|
70
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$14.1M
|
+$375K
|
+7,793
|
+3%
|
|
|
71
|
Atria Investments
Charlotte,
North Carolina
|
$13.6M
|
-$20.3M
|
-421,132
|
-60%
|
|
|
72
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$13.5M
|
–
|
–
|
–
|
|
|
73
|
Brookstone Capital Management
Wheaton,
Illinois
|
$12.6M
|
-$791K
|
-16,431
|
-6%
|
|
|
74
|
Kestra Advisory Services
Austin,
Texas
|
$12.2M
|
+$1.9M
|
+39,455
|
+18%
|
|
|
75
|
SEI Investments
Oaks,
Pennsylvania
|
$11.9M
|
+$719K
|
+14,935
|
+6%
|
|
