|
26
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$20.9M
|
-$709K
|
-6,451
|
-3%
|
|
|
27
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.7M
|
-$76.7K
|
-698
|
-0.4%
|
|
|
28
|
SPC Financial Inc
Rockville,
Maryland
|
$20.2M
|
-$501K
|
-4,559
|
-2%
|
|
|
29
|
GHP Investment Advisors
Denver,
Colorado
|
$18.5M
|
-$86.1K
|
-783
|
-0.5%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$18.3M
|
+$2.54M
|
+23,130
|
+16%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.6M
|
+$1.38M
|
+12,516
|
+9%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.3M
|
-$269K
|
-2,447
|
-2%
|
|
|
33
|
Falcon Wealth Planning
Ontario,
California
|
$13.6M
|
+$1.3M
|
+11,813
|
+10%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.4M
|
+$296K
|
+2,689
|
+2%
|
|
|
35
|
US Bancorp
Minneapolis,
Minnesota
|
$12.3M
|
+$5.26M
|
+47,886
|
+73%
|
|
|
36
|
Probity Advisors
Dallas,
Texas
|
$12.2M
|
+$205K
|
+1,861
|
+2%
|
|
|
37
|
Salomon & Ludwin
Richmond,
Virginia
|
$11.9M
|
-$165K
|
-1,500
|
-1%
|
|
|
38
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$11.9M
|
+$70.8K
|
+644
|
+0.6%
|
|
|
39
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$11.1M
|
-$248K
|
-2,255
|
-2%
|
|
|
40
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$10.8M
|
+$1.15M
|
+10,434
|
+12%
|
|
|
41
|
Citadel Advisors
Miami,
Florida
|
$10.5M
|
+$10.3M
|
+93,768
|
+3,155%
|
|
|
42
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$10.4M
|
+$1.94M
|
+17,676
|
+24%
|
|
|
43
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$10.4M
|
–
|
–
|
–
|
|
|
44
|
KeyBank National Association
Cleveland,
Ohio
|
$10.2M
|
+$189K
|
+1,722
|
+2%
|
|
|
45
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$9.92M
|
+$10.1M
|
+91,786
|
New
|
|
|
46
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$9.83M
|
-$285K
|
-2,592
|
-3%
|
|
|
47
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$9.79M
|
+$425K
|
+3,863
|
+4%
|
|
|
48
|
Steward Partners Investment Advisory
New York
|
$9.53M
|
+$4.95K
|
+45
|
+0.1%
|
|
|
49
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$9.45M
|
+$9.61M
|
+87,419
|
New
|
|
|
50
|
Sterling Financial Planning
Sparta,
New Jersey
|
$9.37M
|
+$388K
|
+3,533
|
+4%
|
|
