|
26
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.98M
|
+$1.98M
|
+31,817
|
New
|
|
|
27
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.87M
|
-$293K
|
-4,700
|
-14%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$1.76M
|
+$1.03M
|
+16,593
|
+142%
|
|
|
29
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$1.54M
|
-$399K
|
-6,409
|
-21%
|
|
|
30
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.45M
|
+$73.9K
|
+1,185
|
+5%
|
|
|
31
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.43M
|
–
|
–
|
–
|
|
|
32
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.34M
|
–
|
–
|
–
|
|
|
33
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.25M
|
+$818K
|
+13,119
|
+186%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.22M
|
+$8.85K
|
+142
|
+0.7%
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$1.14M
|
+$1.15M
|
+18,380
|
New
|
|
|
36
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.14M
|
-$12.8K
|
-206
|
-1%
|
|
|
37
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.1M
|
-$6.54K
|
-105
|
-0.6%
|
|
|
38
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.04M
|
+$1.05M
|
+16,813
|
New
|
|
|
39
|
Calton & Associates
Tampa,
Florida
|
$917K
|
-$5.73K
|
-92
|
-0.6%
|
|
|
40
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$902K
|
–
|
–
|
–
|
|
|
41
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$826K
|
+$25.5K
|
+409
|
+3%
|
|
|
42
|
Focus Financial Network
Minneapolis,
Minnesota
|
$820K
|
+$823K
|
+13,201
|
New
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$786K
|
-$15.2K
|
-244
|
-2%
|
|
|
44
|
WealthBridge Capital Management
Westerville,
Ohio
|
$780K
|
-$87.3K
|
-1,400
|
-10%
|
|
|
45
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$769K
|
–
|
–
|
–
|
|
|
46
|
Cetera Advisors
Denver,
Colorado
|
$736K
|
+$466K
|
+7,481
|
+171%
|
|
|
47
|
FDx Advisors
Chicago,
Illinois
|
$701K
|
+$25.9K
|
+416
|
+4%
|
|
|
48
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$687K
|
+$21.1K
|
+339
|
+3%
|
|
|
49
|
Financial Advocates Investment Management
Olympia,
Washington
|
$673K
|
-$4.92K
|
-79
|
-0.7%
|
|
|
50
|
SVB Wealth
Boston,
Massachusetts
|
$648K
|
+$24.2K
|
+388
|
+4%
|
|
