|
51
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$13.1M
|
+$564K
|
+8,034
|
+5%
|
|
|
52
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$12.7M
|
+$755K
|
+10,755
|
+6%
|
|
|
53
|
Blue Barn Wealth
Orem,
Utah
|
$12.2M
|
+$1.15M
|
+16,368
|
+11%
|
|
|
54
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
$12.1M
|
-$2.89M
|
-41,222
|
-20%
|
|
|
55
|
Perkins Coie Trust Company
Seattle,
Washington
|
$11.2M
|
+$1.58M
|
+22,503
|
+17%
|
|
|
56
|
Atria Investments
Charlotte,
North Carolina
|
$10.8M
|
+$2.65M
|
+37,775
|
+33%
|
|
|
57
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10.6M
|
+$279K
|
+3,973
|
+3%
|
|
|
58
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$10.6M
|
-$826K
|
-11,768
|
-7%
|
|
|
59
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$10.6M
|
+$147K
|
+2,095
|
+1%
|
|
|
60
|
F3Logic
Burnsville,
Minnesota
|
$9.56M
|
-$1.3M
|
-18,540
|
-12%
|
|
|
61
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.89M
|
+$1.27M
|
+18,072
|
+17%
|
|
|
62
|
SVB Wealth
Boston,
Massachusetts
|
$8.87M
|
+$8.72M
|
+124,243
|
New
|
|
|
63
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$8.3M
|
+$760K
|
+10,826
|
+10%
|
|
|
64
|
Kestra Advisory Services
Austin,
Texas
|
$7.97M
|
-$13.1K
|
-186
|
-0.2%
|
|
|
65
|
Royal Fund Management
Lady Lake,
Florida
|
$7.33M
|
+$76.1K
|
+1,084
|
+1%
|
|
|
66
|
|
$7.22M
|
+$1.36M
|
+19,421
|
+24%
|
|
|
67
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.19M
|
+$2.35M
|
+33,517
|
+50%
|
|
|
68
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$6.77M
|
+$671K
|
+9,564
|
+11%
|
|
|
69
|
Commerce Bank
Kansas City,
Missouri
|
$6.67M
|
+$2.14M
|
+30,465
|
+48%
|
|
|
70
|
Wealthquest
Cincinnati,
Ohio
|
$6.26M
|
–
|
–
|
–
|
|
|
71
|
Atria Wealth Solutions
New York
|
$6.13M
|
+$6.03M
|
+85,962
|
New
|
|
|
72
|
NFP Retirement Inc
Aliso Viejo,
California
|
$6.11M
|
+$2.87M
|
+40,828
|
+91%
|
|
|
73
|
MML Investors Services
Springfield,
Massachusetts
|
$5.71M
|
-$283K
|
-4,029
|
-5%
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.64M
|
+$994K
|
+14,158
|
+22%
|
|
|
75
|
One Capital Management
Westlake Village,
California
|
$5.6M
|
+$875K
|
+12,458
|
+19%
|
|
