|
51
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
+$4.18M
|
+93,985
|
+46%
|
|
|
52
|
Icon Wealth Partners
Houston,
Texas
|
$12.9M
|
-$2.62M
|
-58,838
|
-16%
|
|
|
53
|
|
$12.8M
|
+$6.39M
|
+143,607
|
+94%
|
|
|
54
|
High Falls Advisors
Rochester,
New York
|
$12.3M
|
+$2.03M
|
+45,718
|
+19%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$12M
|
-$221K
|
-4,962
|
-2%
|
|
|
56
|
SteelPeak Wealth
Woodland Hills,
California
|
$11.9M
|
+$12.3M
|
+275,827
|
New
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$11.9M
|
+$4.5M
|
+101,199
|
+58%
|
|
|
58
|
Round Table Services
Westfield,
New Jersey
|
$11.8M
|
-$11.4M
|
-255,485
|
-48%
|
|
|
59
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$11.6M
|
+$104K
|
+2,339
|
+0.9%
|
|
|
60
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$10.8M
|
+$11.1M
|
+249,515
|
New
|
|
|
61
|
Prudential Financial
Newark,
New Jersey
|
$10.6M
|
+$964K
|
+21,677
|
+10%
|
|
|
62
|
Mercer Global Advisors
Denver,
Colorado
|
$10.1M
|
+$767K
|
+17,243
|
+8%
|
|
|
63
|
Mission Wealth Management
Santa Barbara,
California
|
$9.91M
|
+$1.38M
|
+31,083
|
+16%
|
|
|
64
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$9.85M
|
–
|
–
|
–
|
|
|
65
|
Hobart Private Capital
Charlotte,
North Carolina
|
$9.61M
|
-$1.13M
|
-25,314
|
-10%
|
|
|
66
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.6M
|
+$2.66M
|
+59,837
|
+37%
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
$9.37M
|
+$104K
|
+2,338
|
+1%
|
|
|
68
|
One Advisory Partners
Overland Park,
Kansas
|
$8.93M
|
-$2.14M
|
-48,157
|
-19%
|
|
|
69
|
WealthShield Partners
Cary,
North Carolina
|
$8.87M
|
-$386K
|
-8,684
|
-4%
|
|
|
70
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$8.62M
|
-$682K
|
-15,333
|
-7%
|
|
|
71
|
Fiduciary Trust
Boston,
Massachusetts
|
$8.46M
|
+$1.51M
|
+33,958
|
+21%
|
|
|
72
|
Tri-Star Advisors
Houston,
Texas
|
$8.43M
|
-$1.88M
|
-42,186
|
-18%
|
|
|
73
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8.41M
|
+$711K
|
+15,998
|
+9%
|
|
|
74
|
Cypress Wealth Services
Palm Desert,
California
|
$8.37M
|
+$203K
|
+4,566
|
+2%
|
|
|
75
|
AE Wealth Management
Topeka,
Kansas
|
$8.36M
|
-$2.5M
|
-56,104
|
-23%
|
|
