|
51
|
Concurrent Investment Advisors
Tampa,
Florida
|
$19.6M
|
+$1.71M
|
+58,775
|
+10%
|
|
|
52
|
Manning & Napier Advisors
Fairport,
New York
|
$19.5M
|
+$3.09M
|
+106,323
|
+19%
|
|
|
53
|
Impact Partnership Wealth
Marietta,
Georgia
|
$19.2M
|
-$9.75M
|
-335,546
|
-34%
|
|
|
54
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$19.2M
|
+$930K
|
+32,027
|
+5%
|
|
|
55
|
Private Advisor Group
Morristown,
New Jersey
|
$18.4M
|
-$2.29M
|
-78,889
|
-11%
|
|
|
56
|
Modern Wealth Management
Lenexa,
Kansas
|
$17.9M
|
-$42.1M
|
-1,449,370
|
-70%
|
|
|
57
|
Equitable Holdings
New York
|
$17.7M
|
-$12.4M
|
-428,331
|
-41%
|
|
|
58
|
Miracle Mile Advisors
Los Angeles,
California
|
$16.6M
|
+$1.06M
|
+36,445
|
+7%
|
|
|
59
|
Fiduciary Group
Savannah,
Georgia
|
$16.6M
|
+$419K
|
+14,422
|
+3%
|
|
|
60
|
Fonville Wealth Management
Richmond,
Virginia
|
$16.3M
|
+$2.64M
|
+90,840
|
+19%
|
|
|
61
|
MAI Capital Management
Independence,
Ohio
|
$16.1M
|
+$789K
|
+27,164
|
+5%
|
|
|
62
|
Hughes Financial Services
Herndon,
Virginia
|
$16M
|
+$16M
|
+552,224
|
New
|
|
|
63
|
Private Wealth Group
Tampa,
Florida
|
$16M
|
+$3.45M
|
+118,761
|
+28%
|
|
|
64
|
Capital Group Private Client Services
Los Angeles,
California
|
$15.5M
|
–
|
–
|
–
|
|
|
65
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$15.3M
|
+$935K
|
+32,197
|
+7%
|
|
|
66
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$14.9M
|
+$2.06M
|
+71,050
|
+16%
|
|
|
67
|
OakTrust Wealth Advisors
Wilton,
Connecticut
|
$14.7M
|
+$225K
|
+7,735
|
+2%
|
|
|
68
|
Summit Financial
Parsippany,
New Jersey
|
$14.5M
|
+$706K
|
+24,300
|
+5%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$12.8M
|
+$459K
|
+15,794
|
+4%
|
|
|
70
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.2M
|
+$1.16M
|
+39,831
|
+10%
|
|
|
71
|
Independence Wealth Advisors (Ohio)
Independence,
Ohio
|
$11.8M
|
-$21.7M
|
-746,509
|
-65%
|
|
|
72
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.6M
|
-$369K
|
-12,714
|
-3%
|
|
|
73
|
SEI Investments
Oaks,
Pennsylvania
|
$11.6M
|
–
|
–
|
–
|
|
|
74
|
Lighthouse Financial Services
Brea,
California
|
$11.6M
|
-$80.5K
|
-2,770
|
-0.7%
|
|
|
75
|
Transmarket Holdings
Chicago,
Illinois
|
$11M
|
+$11M
|
+378,140
|
New
|
|
