|
26
|
Corient Private Wealth
Miami,
Florida
|
$25M
|
+$3.57M
|
+88,860
|
+17%
|
|
|
27
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$24.3M
|
+$738K
|
+18,368
|
+3%
|
|
|
28
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$24.3M
|
+$24M
|
+598,459
|
New
|
|
|
29
|
Weatherly Asset Management
Del Mar,
California
|
$24.3M
|
+$1.52M
|
+37,963
|
+7%
|
|
|
30
|
Pinnacle Associates
New York
|
$21.9M
|
+$1.85M
|
+46,076
|
+9%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.1M
|
+$246K
|
+6,139
|
+1%
|
|
|
32
|
Howard Financial Services
Dallas,
Texas
|
$21.1M
|
-$281K
|
-6,992
|
-1%
|
|
|
33
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$20.3M
|
+$346K
|
+8,607
|
+2%
|
|
|
34
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$19.6M
|
+$900K
|
+22,412
|
+5%
|
|
|
35
|
Concurrent Investment Advisors
Tampa,
Florida
|
$18M
|
+$1.81M
|
+45,006
|
+11%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.5M
|
+$2.32M
|
+57,671
|
+15%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.7M
|
-$327K
|
-8,154
|
-2%
|
|
|
38
|
Destiny Wealth Partners
Tavares,
Florida
|
$16.5M
|
+$1.17M
|
+29,109
|
+8%
|
|
|
39
|
Denver PWM
Denver,
Colorado
|
$16M
|
+$7.79K
|
+194
|
+0%
|
|
|
40
|
AQR Capital Management
Greenwich,
Connecticut
|
$15.5M
|
+$10.6M
|
+264,694
|
+224%
|
|
|
41
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.4M
|
+$637K
|
+15,855
|
+4%
|
|
|
42
|
Canal Capital Management
Richmond,
Virginia
|
$14.8M
|
+$313K
|
+7,794
|
+2%
|
|
|
43
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.4M
|
+$852K
|
+21,221
|
+6%
|
|
|
44
|
Austin Wealth Management
Austin,
Texas
|
$14.3M
|
+$624K
|
+15,540
|
+5%
|
|
|
45
|
1 North Wealth Services
Annapolis,
Maryland
|
$14.1M
|
-$168K
|
-4,194
|
-1%
|
|
|
46
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.7M
|
+$79.4K
|
+1,977
|
+0.6%
|
|
|
47
|
KWB Wealth
Redlands,
California
|
$12.9M
|
-$1.03M
|
-25,687
|
-7%
|
|
|
48
|
Steward Partners Investment Advisory
New York
|
$12.7M
|
+$1.21M
|
+30,138
|
+11%
|
|
|
49
|
Vicus Capital
State College,
Pennsylvania
|
$12.2M
|
+$530K
|
+13,199
|
+5%
|
|
|
50
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$11.9M
|
+$963K
|
+23,981
|
+9%
|
|
