|
26
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.65M
|
+$120K
|
+2,429
|
+5%
|
|
|
27
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2.38M
|
+$333K
|
+6,745
|
+16%
|
|
|
28
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.98M
|
-$14.2K
|
-287
|
-0.7%
|
|
|
29
|
Rockefeller Capital Management
New York
|
$1.97M
|
+$150K
|
+3,050
|
+8%
|
|
|
30
|
Mariner
Overland Park,
Kansas
|
$1.5M
|
-$519K
|
-10,523
|
-26%
|
|
|
31
|
Ford Financial Group
Fresno,
California
|
$1.48M
|
+$183K
|
+3,712
|
+14%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.47M
|
+$40.6K
|
+822
|
+3%
|
|
|
33
|
|
$1.44M
|
+$17.3K
|
+350
|
+1%
|
|
|
34
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.37M
|
-$115K
|
-2,324
|
-8%
|
|
|
35
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.32M
|
-$7.1M
|
-143,859
|
-84%
|
|
|
36
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.23M
|
+$36.6K
|
+741
|
+3%
|
|
|
37
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.22M
|
–
|
–
|
–
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$158K
|
+3,195
|
+15%
|
|
|
39
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.18M
|
-$126K
|
-2,545
|
-10%
|
|
|
40
|
Atria Investments
Charlotte,
North Carolina
|
$1.15M
|
+$21.9K
|
+443
|
+2%
|
|
|
41
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.14M
|
-$145K
|
-2,931
|
-11%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$912K
|
-$50.7K
|
-1,028
|
-5%
|
|
|
43
|
Chilton Capital Management
Houston,
Texas
|
$896K
|
+$1.48K
|
+30
|
+0.2%
|
|
|
44
|
SigFig Wealth Management
San Francisco,
California
|
$859K
|
+$7.4K
|
+150
|
+0.9%
|
|
|
45
|
Oppenheimer & Co
New York
|
$662K
|
+$49.3K
|
+999
|
+8%
|
|
|
46
|
Institute for Wealth Management
Denver,
Colorado
|
$640K
|
+$641K
|
+12,993
|
New
|
|
|
47
|
Transcend Capital Advisors
Madison,
New Jersey
|
$588K
|
-$4.93K
|
-100
|
-0.8%
|
|
|
48
|
|
$528K
|
+$529K
|
+10,718
|
New
|
|
|
49
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$486K
|
+$34K
|
+690
|
+8%
|
|
|
50
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$474K
|
-$6.51K
|
-132
|
-1%
|
|
