|
26
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$14.6M
|
+$217K
|
+1,187
|
+2%
|
|
|
27
|
PGIM Custom Harvest
Newark,
New Jersey
|
$12.5M
|
+$1.77M
|
+9,688
|
+17%
|
|
|
28
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$12M
|
+$428K
|
+2,344
|
+4%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
+$128K
|
+703
|
+1%
|
|
|
30
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$10.9M
|
+$102K
|
+558
|
+0.9%
|
|
|
31
|
HighTower Advisors
Chicago,
Illinois
|
$10.4M
|
+$364K
|
+1,989
|
+4%
|
|
|
32
|
M&T Bank
Buffalo,
New York
|
$10.2M
|
-$140K
|
-767
|
-1%
|
|
|
33
|
Atria Investments
Charlotte,
North Carolina
|
$9.56M
|
+$1.98M
|
+10,835
|
+26%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.19M
|
+$258K
|
+1,409
|
+3%
|
|
|
35
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$8.1M
|
+$1.76M
|
+9,657
|
+28%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$7.77M
|
+$111K
|
+610
|
+1%
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.31M
|
-$433K
|
-2,368
|
-6%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$7.23M
|
+$15.2K
|
+83
|
+0.2%
|
|
|
39
|
Kore Private Wealth
New York
|
$6.74M
|
+$590K
|
+3,226
|
+10%
|
|
|
40
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$6.07M
|
-$2.2M
|
-12,021
|
-27%
|
|
|
41
|
KCM Investment Advisors
Greenbrae,
California
|
$5.89M
|
+$933K
|
+5,107
|
+19%
|
|
|
42
|
Next Financial Group
Houston,
Texas
|
$5.7M
|
-$182K
|
-994
|
-3%
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$5.54M
|
-$334K
|
-1,826
|
-6%
|
|
|
44
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5.35M
|
+$61.8K
|
+338
|
+1%
|
|
|
45
|
Anchor Investment Management
Columbia,
South Carolina
|
$5.34M
|
+$180K
|
+984
|
+3%
|
|
|
46
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$5.25M
|
+$913K
|
+4,995
|
+21%
|
|
|
47
|
Avantax Advisory Services
Dallas,
Texas
|
$5.25M
|
+$681K
|
+3,727
|
+15%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.1M
|
+$2.23M
|
+12,227
|
+78%
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.02M
|
+$362K
|
+1,979
|
+8%
|
|
|
50
|
Stelac Advisory Services
New York
|
$5M
|
–
|
–
|
–
|
|
