|
26
|
Connectus Wealth
Cincinnati,
Ohio
|
$10.6M
|
+$11.2M
|
+301,304
|
New
|
|
|
27
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$10.4M
|
+$1.03M
|
+27,673
|
+10%
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$10.2M
|
-$3.48M
|
-93,430
|
-24%
|
|
|
29
|
BIP Wealth
Atlanta,
Georgia
|
$9.22M
|
-$3.61M
|
-96,893
|
-27%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$8.91M
|
-$783K
|
-21,044
|
-8%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.59M
|
-$464K
|
-12,481
|
-5%
|
|
|
32
|
|
$7.54M
|
–
|
–
|
–
|
|
|
33
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7.52M
|
-$2.16K
|
-58
|
-0%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.96M
|
-$802K
|
-21,555
|
-10%
|
|
|
35
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$6.77M
|
+$5.35M
|
+143,685
|
+291%
|
|
|
36
|
SWS Partners
Columbus,
Ohio
|
$6.76M
|
+$214K
|
+5,739
|
+3%
|
|
|
37
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.6M
|
-$3.05M
|
-82,033
|
-30%
|
|
|
38
|
Keystone Financial Planning
Cleveland,
Ohio
|
$6.55M
|
+$17.5K
|
+470
|
+0.3%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.13M
|
-$155K
|
-4,157
|
-2%
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.97M
|
-$782K
|
-21,011
|
-11%
|
|
|
41
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$5.85M
|
+$6.2M
|
+166,719
|
New
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$5.68M
|
-$64.6K
|
-1,736
|
-1%
|
|
|
43
|
Park Avenue Securities
New York
|
$5.47M
|
+$282K
|
+7,589
|
+5%
|
|
|
44
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$5.4M
|
+$139K
|
+3,744
|
+2%
|
|
|
45
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$5.18M
|
–
|
–
|
–
|
|
|
46
|
Angeles Investment Advisors
Santa Monica,
California
|
$4.98M
|
–
|
–
|
–
|
|
|
47
|
Genesee Capital Advisors
Auburn,
New York
|
$4.82M
|
+$116K
|
+3,120
|
+2%
|
|
|
48
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.8M
|
+$289K
|
+7,768
|
+6%
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$4.57M
|
-$64K
|
-1,719
|
-1%
|
|
|
50
|
Curi RMB Capital
Chicago,
Illinois
|
$4.48M
|
–
|
–
|
–
|
|
