|
51
|
Highland Financial Advisors
Wayne,
New Jersey
|
$12.3M
|
+$13.5M
|
+218,701
|
New
|
|
|
52
|
Rockefeller Capital Management
New York
|
$12.1M
|
+$953K
|
+15,433
|
+8%
|
|
|
53
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.7M
|
-$6.64M
|
-107,430
|
-36%
|
|
|
54
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$10.6M
|
+$633K
|
+10,243
|
+6%
|
|
|
55
|
Condor Capital Management
Martinsville,
New Jersey
|
$10.4M
|
+$24.3K
|
+393
|
+0.2%
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10.4M
|
+$2.24M
|
+36,196
|
+24%
|
|
|
57
|
Blue Barn Wealth
Orem,
Utah
|
$10M
|
+$445K
|
+7,203
|
+4%
|
|
|
58
|
KeyBank National Association
Cleveland,
Ohio
|
$9.8M
|
-$1.09M
|
-17,583
|
-9%
|
|
|
59
|
Perkins Coie Trust Company
Seattle,
Washington
|
$9.28M
|
+$469K
|
+7,594
|
+5%
|
|
|
60
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$9.15M
|
+$901K
|
+14,585
|
+10%
|
|
|
61
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$8.32M
|
+$1.95M
|
+31,635
|
+27%
|
|
|
62
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$8.26M
|
-$88.1K
|
-1,426
|
-1%
|
|
|
63
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.19M
|
+$1.3M
|
+21,076
|
+17%
|
|
|
64
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$8.17M
|
+$8.71M
|
+141,012
|
+3,449%
|
|
|
65
|
Fifth Third Securities
Cincinnati,
Ohio
|
$7.42M
|
+$8.13M
|
+131,550
|
New
|
|
|
66
|
Kestra Advisory Services
Austin,
Texas
|
$7.15M
|
+$950K
|
+15,388
|
+14%
|
|
|
67
|
SVB Wealth
Boston,
Massachusetts
|
$6.99M
|
–
|
–
|
–
|
|
|
68
|
Commerce Bank
Kansas City,
Missouri
|
$6.84M
|
+$1.74M
|
+28,135
|
+30%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$6.79M
|
+$2.51M
|
+40,564
|
+51%
|
|
|
70
|
Strategic Financial Partners
Bend,
Oregon
|
$6.63M
|
-$19.8M
|
-319,792
|
-73%
|
|
|
71
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.31M
|
+$702K
|
+11,367
|
+11%
|
|
|
72
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$6.29M
|
+$1.04M
|
+16,854
|
+18%
|
|
|
73
|
Legacy Financial Advisors
Covington,
Kentucky
|
$6.23M
|
+$6.84M
|
+110,725
|
New
|
|
|
74
|
|
$5.72M
|
+$33.7K
|
+545
|
+0.5%
|
|
|
75
|
Royal Fund Management
Lady Lake,
Florida
|
$5.61M
|
-$191K
|
-3,086
|
-3%
|
|
