|
51
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$28.1M
|
+$2.35M
|
+50,651
|
+9%
|
|
|
52
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$27.8M
|
-$780K
|
-16,801
|
-3%
|
|
|
53
|
Seven Mile Advisory
Ewing,
New Jersey
|
$26.7M
|
+$26.4M
|
+567,646
|
New
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$26.1M
|
+$742K
|
+15,975
|
+3%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$25.5M
|
+$545K
|
+11,738
|
+2%
|
|
|
56
|
Intelligence Driven Advisers
Carlsbad,
California
|
$25.3M
|
+$1.69M
|
+36,404
|
+7%
|
|
|
57
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$24.9M
|
+$3.28M
|
+70,640
|
+15%
|
|
|
58
|
Pathstone Holdings
Englewood,
New Jersey
|
$23.8M
|
+$986K
|
+21,227
|
+4%
|
|
|
59
|
MML Investors Services
Springfield,
Massachusetts
|
$23.2M
|
-$566K
|
-12,183
|
-2%
|
|
|
60
|
US Bancorp
Minneapolis,
Minnesota
|
$22.5M
|
-$81.4K
|
-1,754
|
-0.4%
|
|
|
61
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$22.3M
|
+$7.41M
|
+159,625
|
+50%
|
|
|
62
|
D.J. St. Germain
Springfield,
Massachusetts
|
$22M
|
-$155K
|
-3,336
|
-0.7%
|
|
|
63
|
1607 Capital Partners
Richmond,
Virginia
|
$22M
|
-$1.04M
|
-22,500
|
-5%
|
|
|
64
|
Zurich Insurance Group
Zurich,
Switzerland
|
$22M
|
–
|
–
|
–
|
|
|
65
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$20.3M
|
+$1.21M
|
+26,118
|
+6%
|
|
|
66
|
Courier Capital
Buffalo,
New York
|
$20M
|
+$107K
|
+2,296
|
+0.5%
|
|
|
67
|
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
|
$19.6M
|
+$10.1M
|
+218,200
|
+109%
|
|
|
68
|
United Asset Strategies
Garden City,
New York
|
$19M
|
+$3.14M
|
+67,572
|
+20%
|
|
|
69
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$18.6M
|
-$1.25M
|
-27,030
|
-6%
|
|
|
70
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$18.6M
|
+$1.57M
|
+33,716
|
+9%
|
|
|
71
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.5M
|
-$729K
|
-15,694
|
-4%
|
|
|
72
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$18.4M
|
+$715K
|
+15,402
|
+4%
|
|
|
73
|
AllianceBernstein
Nashville,
Tennessee
|
$17.9M
|
+$2.22M
|
+47,792
|
+14%
|
|
|
74
|
Allworth Financial
Folsom,
California
|
$17.7M
|
-$411K
|
-8,852
|
-2%
|
|
|
75
|
Quantum Financial Advisors
El Segundo,
California
|
$17.5M
|
+$662K
|
+14,261
|
+4%
|
|
