|
51
|
Joel Isaacson & Co
New York
|
$22.9M
|
+$4.34M
|
+43,881
|
+23%
|
|
|
52
|
Corient Private Wealth
Miami,
Florida
|
$22.3M
|
+$15.8M
|
+160,057
|
+239%
|
|
|
53
|
|
$21.9M
|
+$2.09M
|
+21,186
|
+11%
|
|
|
54
|
KWMG LLC
Overland Park,
Kansas
|
$21.8M
|
+$680K
|
+6,884
|
+3%
|
|
|
55
|
Pathstone Holdings
Englewood,
New Jersey
|
$21.1M
|
+$702K
|
+7,100
|
+3%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$21M
|
+$3.01M
|
+30,440
|
+17%
|
|
|
57
|
Ackerman Capital Advisors
Dallas,
Texas
|
$20.6M
|
-$3.86M
|
-39,018
|
-16%
|
|
|
58
|
American Investment Services
Great Barrington,
Massachusetts
|
$20.3M
|
-$1.03M
|
-10,447
|
-5%
|
|
|
59
|
Waverly Advisors
Birmingham,
Alabama
|
$19.6M
|
+$1.63M
|
+16,451
|
+9%
|
|
|
60
|
Capital Investment Advisors
Atlanta,
Georgia
|
$18.9M
|
+$12.7K
|
+128
|
+0.1%
|
|
|
61
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$18.6M
|
-$5.43M
|
-54,943
|
-22%
|
|
|
62
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$18.5M
|
+$5.48M
|
+55,435
|
+42%
|
|
|
63
|
Tull Financial Group
Chesapeake,
Virginia
|
$18.2M
|
+$621K
|
+6,286
|
+4%
|
|
|
64
|
Natixis Advisors
Boston,
Massachusetts
|
$17.7M
|
+$4.82M
|
+48,760
|
+37%
|
|
|
65
|
Clarity Wealth Advisors
San Jose,
California
|
$17.5M
|
+$1.6M
|
+16,191
|
+10%
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.4M
|
+$1.52M
|
+15,426
|
+10%
|
|
|
67
|
Arkos Global Advisors
Houston,
Texas
|
$17.2M
|
+$341K
|
+3,446
|
+2%
|
|
|
68
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$16.9M
|
+$9.52M
|
+96,308
|
+127%
|
|
|
69
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$16.5M
|
+$380K
|
+3,842
|
+2%
|
|
|
70
|
Meeder Advisory Services
Dublin,
Ohio
|
$16.5M
|
-$1.16M
|
-11,691
|
-7%
|
|
|
71
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$16.2M
|
+$562K
|
+5,687
|
+4%
|
|
|
72
|
Gotham Asset Management
New York
|
$16M
|
+$154K
|
+1,559
|
+1%
|
|
|
73
|
|
$15.9M
|
+$863K
|
+8,731
|
+6%
|
|
|
74
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$15.8M
|
-$1.17M
|
-11,844
|
-7%
|
|
|
75
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$15.8M
|
+$2.75M
|
+27,824
|
+21%
|
|
