|
26
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.7M
|
-$892K
|
-8,169
|
-4%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.3M
|
+$11.2M
|
+102,886
|
+139%
|
|
|
28
|
GHP Investment Advisors
Denver,
Colorado
|
$20M
|
-$168K
|
-1,534
|
-0.9%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$18.6M
|
-$1.98M
|
-18,092
|
-10%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$17.8M
|
-$1.36M
|
-12,487
|
-7%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.7M
|
+$895K
|
+8,193
|
+6%
|
|
|
32
|
Falcon Wealth Planning
Ontario,
California
|
$17.4M
|
+$1.37M
|
+12,556
|
+9%
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.3M
|
+$321K
|
+2,942
|
+2%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.1M
|
-$622K
|
-5,693
|
-4%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$13.6M
|
+$1.57M
|
+14,343
|
+14%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$13M
|
+$54.2K
|
+496
|
+0.4%
|
|
|
37
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$13M
|
+$571K
|
+5,229
|
+5%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$12.8M
|
-$228K
|
-2,087
|
-2%
|
|
|
39
|
Salomon & Ludwin
Richmond,
Virginia
|
$12.7M
|
+$13.2K
|
+121
|
+0.1%
|
|
|
40
|
Probity Advisors
Dallas,
Texas
|
$12.5M
|
+$11.9M
|
+109,067
|
New
|
|
|
41
|
Lido Advisors
Los Angeles,
California
|
$12.2M
|
+$5.15M
|
+47,180
|
+80%
|
|
|
42
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12.1M
|
+$208K
|
+1,906
|
+2%
|
|
|
43
|
Sterling Financial Planning
Sparta,
New Jersey
|
$11.9M
|
+$1.17M
|
+10,673
|
+11%
|
|
|
44
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$11.7M
|
-$32.8K
|
-300
|
-0.3%
|
|
|
45
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$11.6M
|
+$42.1K
|
+385
|
+0.4%
|
|
|
46
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$11.2M
|
+$398K
|
+3,646
|
+4%
|
|
|
47
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$11M
|
-$109
|
-1
|
-0%
|
|
|
48
|
Savant Capital
Rockford,
Illinois
|
$11M
|
+$65K
|
+595
|
+0.6%
|
|
|
49
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$10.9M
|
-$102K
|
-930
|
-1%
|
|
|
50
|
KeyBank National Association
Cleveland,
Ohio
|
$10.5M
|
-$98.3K
|
-900
|
-1%
|
|
