|
26
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$3.5M
|
-$351K
|
-7,525
|
-9%
|
|
|
27
|
Acima Private Wealth
Richmond,
Virginia
|
$3.17M
|
-$14K
|
-299
|
-0.4%
|
|
|
28
|
Financial Partners Capital Management
New York
|
$3.17M
|
+$3.01M
|
+64,590
|
+882%
|
|
|
29
|
Keel Point
Huntsville,
Alabama
|
$2.37M
|
+$290K
|
+6,222
|
+14%
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.07M
|
-$158K
|
-3,384
|
-7%
|
|
|
31
|
Atria Investments
Charlotte,
North Carolina
|
$1.87M
|
-$217K
|
-4,650
|
-10%
|
|
|
32
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.86M
|
-$138K
|
-2,961
|
-7%
|
|
|
33
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.68M
|
+$497K
|
+10,642
|
+39%
|
|
|
34
|
FDx Advisors
Chicago,
Illinois
|
$1.62M
|
+$491K
|
+10,514
|
+40%
|
|
|
35
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.57M
|
-$6.02K
|
-129
|
-0.4%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$1.47M
|
+$76.8K
|
+1,646
|
+5%
|
|
|
37
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.18M
|
-$173K
|
-3,705
|
-12%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$1.14M
|
-$146K
|
-3,119
|
-11%
|
|
|
39
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.12M
|
-$181K
|
-3,880
|
-13%
|
|
|
40
|
William Blair & Company
Chicago,
Illinois
|
$1.09M
|
+$648K
|
+13,882
|
+127%
|
|
|
41
|
HB Wealth Management
Atlanta,
Georgia
|
$1.08M
|
+$3.73K
|
+80
|
+0.3%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.06M
|
-$871K
|
-18,676
|
-44%
|
|
|
43
|
Wealthspire Advisors (New York)
New York
|
$925K
|
–
|
–
|
–
|
|
|
44
|
Rockefeller Capital Management
New York
|
$886K
|
+$153K
|
+3,286
|
+20%
|
|
|
45
|
Atria Wealth Solutions
New York
|
$842K
|
+$405K
|
+8,682
|
+83%
|
|
|
46
|
Zurich Insurance Group
Zurich,
Switzerland
|
$837K
|
-$483K
|
-10,340
|
-35%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$710K
|
+$386K
|
+8,280
|
+106%
|
|
|
48
|
SVB Wealth
Boston,
Massachusetts
|
$679K
|
+$15.2K
|
+325
|
+2%
|
|
|
49
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$661K
|
+$8.12K
|
+174
|
+1%
|
|
|
50
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$566K
|
+$590K
|
+12,653
|
+6,456%
|
|
