|
51
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$11.5M
|
+$472K
|
+6,494
|
+4%
|
|
|
52
|
Rockefeller Capital Management
New York
|
$11.4M
|
+$605K
|
+8,310
|
+5%
|
|
|
53
|
Cardan Capital Partners
Denver,
Colorado
|
$11.1M
|
+$466K
|
+6,402
|
+4%
|
|
|
54
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$10.5M
|
+$264K
|
+3,632
|
+2%
|
|
|
55
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.3M
|
-$309K
|
-4,243
|
-3%
|
|
|
56
|
Blue Barn Wealth
Orem,
Utah
|
$10.2M
|
+$487K
|
+6,690
|
+5%
|
|
|
57
|
Fifth Third Securities
Cincinnati,
Ohio
|
$9.07M
|
-$317K
|
-4,355
|
-3%
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$8.79M
|
+$113K
|
+1,554
|
+1%
|
|
|
59
|
SVB Wealth
Boston,
Massachusetts
|
$8.37M
|
–
|
–
|
–
|
|
|
60
|
Perkins Coie Trust Company
Seattle,
Washington
|
$7.85M
|
+$384K
|
+5,273
|
+5%
|
|
|
61
|
Atria Investments
Charlotte,
North Carolina
|
$7.73M
|
+$7.98M
|
+109,737
|
New
|
|
|
62
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.53M
|
+$21.8K
|
+300
|
+0.3%
|
|
|
63
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$7.4M
|
-$73.5K
|
-1,010
|
-1%
|
|
|
64
|
F3Logic
Burnsville,
Minnesota
|
$6.89M
|
+$7.11M
|
+97,711
|
New
|
|
|
65
|
Royal Fund Management
Lady Lake,
Florida
|
$6.88M
|
+$364K
|
+5,002
|
+5%
|
|
|
66
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.41M
|
+$222K
|
+3,046
|
+3%
|
|
|
67
|
Allianz Asset Management
Munich,
Germany
|
$6.05M
|
+$3.75M
|
+51,535
|
+150%
|
|
|
68
|
|
$6.04M
|
-$446K
|
-6,132
|
-7%
|
|
|
69
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$5.93M
|
+$343K
|
+4,718
|
+6%
|
|
|
70
|
MML Investors Services
Springfield,
Massachusetts
|
$5.36M
|
-$257K
|
-3,539
|
-4%
|
|
|
71
|
Private Advisor Group
Morristown,
New Jersey
|
$4.78M
|
+$1.13M
|
+15,495
|
+30%
|
|
|
72
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.57M
|
-$172K
|
-2,359
|
-4%
|
|
|
73
|
IEQ Capital
Foster City,
California
|
$4.56M
|
+$582
|
+8
|
+0%
|
|
|
74
|
One Capital Management
Westlake Village,
California
|
$4.39M
|
-$4.73M
|
-64,955
|
-51%
|
|
|
75
|
Stifel Financial
St. Louis,
Missouri
|
$4.24M
|
+$3.81M
|
+52,359
|
+667%
|
|
