|
26
|
MAI Capital Management
Independence,
Ohio
|
$11.9M
|
+$969K
|
+23,526
|
+8%
|
|
|
27
|
Soltis Investment Advisors
St. George,
Utah
|
$11.2M
|
-$48.3K
|
-1,173
|
-0.4%
|
|
|
28
|
Rockefeller Capital Management
New York
|
$10.5M
|
+$322K
|
+7,821
|
+3%
|
|
|
29
|
Beacon Financial Group
Dallas,
Texas
|
$10.3M
|
+$16.1K
|
+390
|
+0.1%
|
|
|
30
|
|
$9.33M
|
-$44.5K
|
-1,080
|
-0.4%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$9.22M
|
-$72.3K
|
-1,756
|
-0.7%
|
|
|
32
|
Private Wealth Strategies
New Albany,
Ohio
|
$9.1M
|
-$67.5K
|
-1,639
|
-0.7%
|
|
|
33
|
Destination Wealth Management
Walnut Creek,
California
|
$9.09M
|
+$349K
|
+8,488
|
+4%
|
|
|
34
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$8.86M
|
+$259K
|
+6,302
|
+3%
|
|
|
35
|
Concord Wealth Partners
Abingdon,
Virginia
|
$8.83M
|
-$59.1K
|
-1,435
|
-0.6%
|
|
|
36
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$8.79M
|
-$68.2K
|
-1,657
|
-0.7%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.29M
|
+$5.39K
|
+131
|
+0.1%
|
|
|
38
|
Curi RMB Capital
Chicago,
Illinois
|
$7.72M
|
–
|
–
|
–
|
|
|
39
|
CX Institutional
Auburn,
Indiana
|
$7.52M
|
+$245K
|
+5,956
|
+3%
|
|
|
40
|
Avantax Planning Partners
Dubuque,
Iowa
|
$6.99M
|
+$1.46M
|
+35,552
|
+24%
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
$6.78M
|
+$256K
|
+6,210
|
+4%
|
|
|
42
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$6.34M
|
+$534K
|
+12,980
|
+8%
|
|
|
43
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$6.26M
|
-$92.9K
|
-2,257
|
-1%
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.21M
|
-$2.61M
|
-63,417
|
-28%
|
|
|
45
|
Apeiron RIA
Dallas,
Texas
|
$5.75M
|
+$111K
|
+2,693
|
+2%
|
|
|
46
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.57M
|
-$111K
|
-2,702
|
-2%
|
|
|
47
|
Sanford Advisory Services
Portage,
Michigan
|
$5.29M
|
+$4.44M
|
+107,968
|
+332%
|
|
|
48
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5.03M
|
+$182K
|
+4,412
|
+3%
|
|
|
49
|
Salomon & Ludwin
Richmond,
Virginia
|
$5.02M
|
-$113K
|
-2,748
|
-2%
|
|
|
50
|
Mercer Global Advisors
Denver,
Colorado
|
$4.91M
|
+$1.46M
|
+35,358
|
+37%
|
|
