|
51
|
Segment Wealth Management
Houston,
Texas
|
$5.82M
|
-$5.25M
|
-100,506
|
-48%
|
|
|
52
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$5.79M
|
+$218K
|
+4,183
|
+4%
|
|
|
53
|
RHS Financial
San Francisco,
California
|
$5.67M
|
+$1.45M
|
+27,702
|
+35%
|
|
|
54
|
Atria Investments
Charlotte,
North Carolina
|
$5.51M
|
+$57.4K
|
+1,100
|
+1%
|
|
|
55
|
Rollins Financial Advisors
New York City,
New York
|
$5.35M
|
+$2.28M
|
+43,774
|
+77%
|
|
|
56
|
|
$5.11M
|
-$1.54M
|
-29,517
|
-23%
|
|
|
57
|
Unison Advisors
Washington,
District of Columbia
|
$4.98M
|
+$182K
|
+3,480
|
+4%
|
|
|
58
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$4.84M
|
+$400K
|
+7,663
|
+9%
|
|
|
59
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4.82M
|
+$935K
|
+17,903
|
+25%
|
|
|
60
|
TD Private Client Wealth
New York
|
$4.8M
|
+$3.19M
|
+61,064
|
+212%
|
|
|
61
|
Victory Capital Management
San Antonio,
Texas
|
$4.67M
|
–
|
–
|
–
|
|
|
62
|
Meredith Wealth Planning
Maryville,
Illinois
|
$4.63M
|
+$19.6K
|
+376
|
+0.4%
|
|
|
63
|
Shufro Rose & Co
New York
|
$4.55M
|
-$23.1K
|
-443
|
-0.5%
|
|
|
64
|
FAS Wealth Partners
Leawood,
Kansas
|
$4.51M
|
+$9.81K
|
+188
|
+0.2%
|
|
|
65
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.34M
|
+$432K
|
+8,280
|
+11%
|
|
|
66
|
1900 Wealth Management
San Antonio,
Texas
|
$4.28M
|
+$4.38K
|
+84
|
+0.1%
|
|
|
67
|
Nuveen
Charlotte,
North Carolina
|
$4.25M
|
+$4.16M
|
+79,667
|
New
|
|
|
68
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$4.02M
|
+$804K
|
+15,409
|
+25%
|
|
|
69
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.71M
|
+$106K
|
+2,031
|
+3%
|
|
|
70
|
AQR Capital Management
Greenwich,
Connecticut
|
$3.65M
|
-$116K
|
-2,224
|
-3%
|
|
|
71
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.59M
|
+$451K
|
+8,640
|
+15%
|
|
|
72
|
|
$3.54M
|
+$85K
|
+1,629
|
+3%
|
|
|
73
|
Savvy Advisors Inc
New York
|
$3.27M
|
+$18.3K
|
+350
|
+0.6%
|
|
|
74
|
IFP Advisors
Tampa,
Florida
|
$3.16M
|
+$206K
|
+3,939
|
+7%
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.15M
|
+$910K
|
+17,436
|
+42%
|
|
