|
26
|
Corient Private Wealth
Miami,
Florida
|
$7.81M
|
+$1.01M
|
+19,447
|
+15%
|
|
|
27
|
Prasad Wealth Partners
Independence,
Ohio
|
$7.37M
|
+$7.28M
|
+140,119
|
New
|
|
|
28
|
Bank of New York Mellon
New York
|
$6.96M
|
+$1.16M
|
+22,387
|
+20%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$6.17M
|
+$742K
|
+14,271
|
+14%
|
|
|
30
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$5.97M
|
+$68.4K
|
+1,316
|
+1%
|
|
|
31
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$5.9M
|
+$1.91M
|
+36,813
|
+49%
|
|
|
32
|
Waterfront Wealth
Overland Park,
Kansas
|
$5.73M
|
+$332K
|
+6,378
|
+6%
|
|
|
33
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.66M
|
-$619K
|
-11,904
|
-10%
|
|
|
34
|
Courier Capital
Buffalo,
New York
|
$5.21M
|
+$704K
|
+13,535
|
+16%
|
|
|
35
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$5.05M
|
+$1.89M
|
+36,399
|
+61%
|
|
|
36
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$4.52M
|
+$1.7M
|
+32,769
|
+62%
|
|
|
37
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$4.46M
|
+$862K
|
+16,588
|
+24%
|
|
|
38
|
Atria Investments
Charlotte,
North Carolina
|
$4.27M
|
+$4.22M
|
+81,175
|
New
|
|
|
39
|
MAI Capital Management
Independence,
Ohio
|
$3.95M
|
+$684K
|
+13,152
|
+21%
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.89M
|
+$56.7K
|
+1,091
|
+1%
|
|
|
41
|
Seneca House Advisors
Richmond,
Virginia
|
$3.8M
|
+$3.76M
|
+72,269
|
New
|
|
|
42
|
Blue Edge Capital
Richmond,
Virginia
|
$3.66M
|
-$132K
|
-2,540
|
-4%
|
|
|
43
|
Channel Wealth
Santa Barbara,
California
|
$3.53M
|
+$1.49M
|
+28,619
|
+74%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.41M
|
+$1.78M
|
+34,210
|
+112%
|
|
|
45
|
Blue Investment Partners
Alamo,
California
|
$3.36M
|
+$82.9K
|
+1,594
|
+3%
|
|
|
46
|
|
$3.36M
|
-$7.12M
|
-137,006
|
-68%
|
|
|
47
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$3.23M
|
+$289K
|
+5,559
|
+10%
|
|
|
48
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.2M
|
+$457K
|
+8,792
|
+17%
|
|
|
49
|
Magnus Financial Group
New York
|
$3.17M
|
+$333K
|
+6,402
|
+12%
|
|
|
50
|
Raymond James Financial
St Petersburg,
Florida
|
$3.17M
|
+$2.91M
|
+55,966
|
+1,314%
|
|
