|
26
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$10.3M
|
-$1.99M
|
-20,210
|
-10%
|
|
|
27
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$8.81M
|
-$183K
|
-1,864
|
-2%
|
|
|
28
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$8.78M
|
–
|
–
|
–
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$8.29M
|
-$1.37M
|
-13,965
|
-14%
|
|
|
30
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.82M
|
+$838K
|
+8,523
|
+12%
|
|
|
31
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$7.74M
|
-$1.63M
|
-16,617
|
-17%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.29M
|
-$129K
|
-1,317
|
-2%
|
|
|
33
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$6.93M
|
+$13.8K
|
+140
|
+0.2%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.34M
|
+$1.19M
|
+12,097
|
+23%
|
|
|
35
|
Corient Private Wealth
Miami,
Florida
|
$6.14M
|
+$120K
|
+1,222
|
+2%
|
|
|
36
|
|
$5.76M
|
+$1.04M
|
+10,588
|
+22%
|
|
|
37
|
Kestra Advisory Services
Austin,
Texas
|
$5.46M
|
+$81K
|
+824
|
+1%
|
|
|
38
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$5.37M
|
+$99.6K
|
+1,013
|
+2%
|
|
|
39
|
Sebold Capital Management
Lisle,
Illinois
|
$5.21M
|
-$803K
|
-8,167
|
-13%
|
|
|
40
|
Cambridge Associates
Boston,
Massachusetts
|
$5.13M
|
-$304K
|
-3,097
|
-6%
|
|
|
41
|
Private Advisory Group
Redmond,
Washington
|
$4.75M
|
+$477K
|
+4,855
|
+11%
|
|
|
42
|
Davidson Capital Management
Corpus Christi,
Texas
|
$4.48M
|
+$62K
|
+631
|
+1%
|
|
|
43
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.44M
|
+$321K
|
+3,271
|
+8%
|
|
|
44
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$4.36M
|
-$265K
|
-2,698
|
-5%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$4.35M
|
+$26K
|
+265
|
+0.6%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$4.32M
|
-$4.72K
|
-48
|
-0.1%
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$4.25M
|
+$279K
|
+2,840
|
+7%
|
|
|
48
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$4.17M
|
+$4.18M
|
+42,500
|
New
|
|
|
49
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$3.95M
|
–
|
–
|
–
|
|
|
50
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.68M
|
-$983K
|
-10,000
|
-21%
|
|
