|
51
|
Zurich Insurance Group
Zurich,
Switzerland
|
$21.1M
|
–
|
–
|
–
|
|
|
52
|
United Capital Financial Advisors
Irving,
Texas
|
$20.4M
|
-$3.4M
|
-71,452
|
-14%
|
|
|
53
|
Parkside Advisors
Berkeley,
California
|
$19.7M
|
+$1.14M
|
+23,975
|
+6%
|
|
|
54
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$19.7M
|
+$19.9M
|
+418,623
|
+2,380%
|
|
|
55
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$19.6M
|
-$167K
|
-3,509
|
-0.8%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$19.4M
|
+$330K
|
+6,941
|
+2%
|
|
|
57
|
Atria Wealth Solutions
New York
|
$19.1M
|
+$667K
|
+14,015
|
+3%
|
|
|
58
|
Whitcomb & Hess
Ashland,
Ohio
|
$18.8M
|
-$557K
|
-11,699
|
-3%
|
|
|
59
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$17.8M
|
-$861K
|
-18,091
|
-4%
|
|
|
60
|
Rockefeller Capital Management
New York
|
$17.2M
|
+$568K
|
+11,943
|
+3%
|
|
|
61
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$17.1M
|
+$7.14M
|
+150,000
|
+65%
|
|
|
62
|
Money Design
Tokyo,
Japan
|
$15.7M
|
-$1.18M
|
-24,792
|
-7%
|
|
|
63
|
Checchi Capital Advisers
Beverly Hills,
California
|
$15.2M
|
+$6.75M
|
+141,831
|
+73%
|
|
|
64
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.1M
|
+$1.62M
|
+33,983
|
+11%
|
|
|
65
|
MML Investors Services
Springfield,
Massachusetts
|
$14.8M
|
+$274K
|
+5,746
|
+2%
|
|
|
66
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$14.6M
|
+$381K
|
+8,000
|
+3%
|
|
|
67
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.7M
|
-$259K
|
-5,431
|
-2%
|
|
|
68
|
Financial Life Advisors
San Antonio,
Texas
|
$13.6M
|
-$3.19M
|
-67,043
|
-18%
|
|
|
69
|
Park Avenue Securities
New York
|
$13.3M
|
-$1.14M
|
-23,910
|
-7%
|
|
|
70
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$12.8M
|
–
|
–
|
–
|
|
|
71
|
American Trust
Lexington,
Kentucky
|
$12.8M
|
-$1.26M
|
-26,425
|
-9%
|
|
|
72
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$12.3M
|
-$1.02M
|
-21,527
|
-7%
|
|
|
73
|
Annapolis Financial Services
Annapolis,
Maryland
|
$12.2M
|
-$1.23M
|
-25,945
|
-9%
|
|
|
74
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.9M
|
+$130K
|
+2,739
|
+1%
|
|
|
75
|
Atria Investments
Charlotte,
North Carolina
|
$11.9M
|
-$994K
|
-20,881
|
-7%
|
|
