|
26
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.6M
|
+$243K
|
+5,620
|
+1%
|
|
|
27
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$18.1M
|
-$340K
|
-7,843
|
-2%
|
|
|
28
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$18.1M
|
+$17.2M
|
+396,348
|
+36,665%
|
|
|
29
|
Bouchey Financial Group
Troy,
New York
|
$16.9M
|
+$4.29M
|
+99,037
|
+36%
|
|
|
30
|
Daido Life Insurance Company
Osaka,
Japan
|
$15.2M
|
–
|
–
|
–
|
|
|
31
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
-$183K
|
-4,224
|
-1%
|
|
|
32
|
Curi RMB Capital
Chicago,
Illinois
|
$11.9M
|
-$1.44M
|
-33,358
|
-11%
|
|
|
33
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.8M
|
-$122K
|
-2,822
|
-1%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$11.8M
|
+$503K
|
+11,628
|
+5%
|
|
|
35
|
First Allied Advisory Services
San Diego,
California
|
$11.5M
|
+$206K
|
+4,748
|
+2%
|
|
|
36
|
Homrich & Berg
Atlanta,
Georgia
|
$11.1M
|
-$1.41M
|
-32,532
|
-12%
|
|
|
37
|
Legacy Wealth Planning
Reno,
Nevada
|
$11M
|
-$252K
|
-5,817
|
-2%
|
|
|
38
|
Stratos Investment Management
Beachwood,
Ohio
|
$10.8M
|
+$521K
|
+12,040
|
+5%
|
|
|
39
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$10.8M
|
+$668K
|
+15,427
|
+7%
|
|
|
40
|
LVM Capital Management
Portage,
Michigan
|
$10.1M
|
-$57.8K
|
-1,335
|
-0.6%
|
|
|
41
|
Focus Financial Network
Minneapolis,
Minnesota
|
$8.87M
|
+$132K
|
+3,059
|
+2%
|
|
|
42
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.73M
|
+$126K
|
+2,916
|
+2%
|
|
|
43
|
Blue Edge Capital
Richmond,
Virginia
|
$8.19M
|
-$1.64M
|
-37,850
|
-17%
|
|
|
44
|
Private Wealth Strategies
New Albany,
Ohio
|
$8.15M
|
+$7.75M
|
+179,095
|
New
|
|
|
45
|
ACG Wealth
Atlanta,
Georgia
|
$8.13M
|
+$2.37M
|
+54,668
|
+44%
|
|
|
46
|
Wealthspire Advisors (New York)
New York
|
$8.09M
|
-$142K
|
-3,280
|
-2%
|
|
|
47
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$7.3M
|
+$6.57M
|
+151,836
|
+1,743%
|
|
|
48
|
Cetera Advisor Networks
El Segundo,
California
|
$7.03M
|
+$436K
|
+10,066
|
+7%
|
|
|
49
|
Mercer Global Advisors
Denver,
Colorado
|
$6.68M
|
-$11M
|
-254,615
|
-63%
|
|
|
50
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$6.54M
|
-$82.2K
|
-1,900
|
-1%
|
|
