|
26
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$11.6M
|
–
|
–
|
–
|
|
|
27
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11.3M
|
-$1.06M
|
-5,273
|
-9%
|
|
|
28
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.8M
|
+$10.1M
|
+50,147
|
New
|
|
|
29
|
AGF Management
Toronto,
Ontario, Canada
|
$10.2M
|
-$104K
|
-515
|
-1%
|
|
|
30
|
J.W. Cole Advisors
Tampa,
Florida
|
$9.45M
|
-$3.74M
|
-18,581
|
-30%
|
|
|
31
|
INVST
Indianapolis,
Indiana
|
$8.56M
|
-$1.94M
|
-9,637
|
-20%
|
|
|
32
|
Berkeley Capital Partners
Milton,
Georgia
|
$8.54M
|
+$147K
|
+731
|
+2%
|
|
|
33
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$8.4M
|
+$261K
|
+1,295
|
+4%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$7.85M
|
+$47.6K
|
+236
|
+0.7%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.67M
|
+$5.38M
|
+26,688
|
+329%
|
|
|
36
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$7.19M
|
+$68.7K
|
+341
|
+1%
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.07M
|
+$66.1K
|
+328
|
+1%
|
|
|
38
|
Lido Advisors
Los Angeles,
California
|
$6.88M
|
+$5.38M
|
+26,688
|
+590%
|
|
|
39
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$6.61M
|
-$14.5K
|
-72
|
-0.2%
|
|
|
40
|
Atria Wealth Solutions
New York
|
$6.44M
|
-$4.48M
|
-22,232
|
-43%
|
|
|
41
|
|
$5.93M
|
-$2.44M
|
-12,084
|
-31%
|
|
|
42
|
Polianta Ltd
St Helier,
Jersey
|
$5.86M
|
+$5.36M
|
+26,600
|
New
|
|
|
43
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.72M
|
-$7.25K
|
-36
|
-0.1%
|
|
|
44
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$5.7M
|
+$233K
|
+1,156
|
+5%
|
|
|
45
|
Sharper & Granite
El Segundo,
California
|
$5.47M
|
-$214K
|
-1,061
|
-4%
|
|
|
46
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$5.38M
|
+$183K
|
+908
|
+4%
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.2M
|
+$51.4K
|
+255
|
+1%
|
|
|
48
|
Keebeck Wealth Management
Chicago,
Illinois
|
$5.04M
|
-$12.9K
|
-64
|
-0.3%
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$4.85M
|
+$438K
|
+2,171
|
+11%
|
|
|
50
|
Financial Advisory Partners
Winter Park,
Florida
|
$4.41M
|
+$134K
|
+667
|
+3%
|
|
