|
51
|
KeyBank National Association
Cleveland,
Ohio
|
$15.5M
|
-$207K
|
-2,711
|
-1%
|
|
|
52
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
$15.5M
|
+$16M
|
+210,097
|
New
|
|
|
53
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.2M
|
+$3.6M
|
+47,281
|
+32%
|
|
|
54
|
Condor Capital Management
Martinsville,
New Jersey
|
$14.5M
|
+$107K
|
+1,410
|
+0.8%
|
|
|
55
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$13.8M
|
+$30.3K
|
+397
|
+0.2%
|
|
|
56
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$13.2M
|
+$378K
|
+4,955
|
+3%
|
|
|
57
|
Rockefeller Capital Management
New York
|
$13.1M
|
+$359K
|
+4,709
|
+3%
|
|
|
58
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$12.6M
|
-$1.11M
|
-14,560
|
-8%
|
|
|
59
|
Blue Barn Wealth
Orem,
Utah
|
$12.1M
|
+$699K
|
+9,171
|
+6%
|
|
|
60
|
F3Logic
Burnsville,
Minnesota
|
$12M
|
+$4.17M
|
+54,748
|
+56%
|
|
|
61
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$11.5M
|
-$235K
|
-3,076
|
-2%
|
|
|
62
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.3M
|
+$2.85M
|
+37,431
|
+35%
|
|
|
63
|
Perkins Coie Trust Company
Seattle,
Washington
|
$10.6M
|
+$1.79M
|
+23,441
|
+21%
|
|
|
64
|
|
$10.4M
|
+$10.1M
|
+132,168
|
New
|
|
|
65
|
Fifth Third Securities
Cincinnati,
Ohio
|
$9.85M
|
-$233K
|
-3,059
|
-2%
|
|
|
66
|
ASB Consultores
Aventura,
Florida
|
$9.73M
|
+$9.44M
|
+123,830
|
New
|
|
|
67
|
Atria Investments
Charlotte,
North Carolina
|
$8.93M
|
+$301K
|
+3,951
|
+4%
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$8.79M
|
-$983K
|
-12,900
|
-10%
|
|
|
69
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.36M
|
+$1.18M
|
+15,537
|
+17%
|
|
|
70
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$8.28M
|
+$29.7K
|
+389
|
+0.4%
|
|
|
71
|
Royal Fund Management
Lady Lake,
Florida
|
$7.99M
|
+$312K
|
+4,090
|
+4%
|
|
|
72
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$6.7M
|
+$4.94M
|
+64,735
|
+314%
|
|
|
73
|
MML Investors Services
Springfield,
Massachusetts
|
$6.6M
|
+$606K
|
+7,950
|
+10%
|
|
|
74
|
|
$6.42M
|
-$303K
|
-3,968
|
-5%
|
|
|
75
|
Wealthquest
Cincinnati,
Ohio
|
$6.26M
|
+$4.86M
|
+63,693
|
+399%
|
|
