|
26
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$12.3M
|
–
|
–
|
–
|
|
|
27
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.3M
|
-$153K
|
-644
|
-1%
|
|
|
28
|
Atria Wealth Solutions
New York
|
$11.6M
|
-$452K
|
-1,897
|
-4%
|
|
|
29
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$11.6M
|
-$149K
|
-625
|
-1%
|
|
|
30
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$11.5M
|
+$106K
|
+443
|
+0.9%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$10.9M
|
-$1.72M
|
-7,212
|
-13%
|
|
|
32
|
J.W. Cole Advisors
Tampa,
Florida
|
$10.1M
|
-$275K
|
-1,153
|
-3%
|
|
|
33
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.72M
|
-$861K
|
-3,615
|
-8%
|
|
|
34
|
AGF Management
Toronto,
Ontario, Canada
|
$9.7M
|
-$1.28M
|
-5,390
|
-12%
|
|
|
35
|
Berkeley Capital Partners
Milton,
Georgia
|
$9.61M
|
-$195K
|
-818
|
-2%
|
|
|
36
|
Lido Advisors
Los Angeles,
California
|
$9.57M
|
+$1.17M
|
+4,929
|
+14%
|
|
|
37
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$8.93M
|
-$2.38K
|
-10
|
-0%
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
$8.64M
|
+$2.73M
|
+11,457
|
+45%
|
|
|
39
|
Trinity Legacy Partners
Houston,
Texas
|
$8.64M
|
+$292K
|
+1,227
|
+3%
|
|
|
40
|
INVST
Indianapolis,
Indiana
|
$8.24M
|
-$465K
|
-1,950
|
-5%
|
|
|
41
|
|
$8.18M
|
+$4.42M
|
+18,574
|
+115%
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.95M
|
+$472K
|
+1,980
|
+6%
|
|
|
43
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$7.63M
|
-$153K
|
-641
|
-2%
|
|
|
44
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.86M
|
-$387K
|
-1,624
|
-5%
|
|
|
45
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$6.41M
|
+$68.1K
|
+286
|
+1%
|
|
|
46
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$6.3M
|
+$521K
|
+2,187
|
+9%
|
|
|
47
|
Sharper & Granite
El Segundo,
California
|
$6.04M
|
+$10.7K
|
+45
|
+0.2%
|
|
|
48
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$5.71M
|
+$1.59M
|
+6,688
|
+38%
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$5.44M
|
+$962K
|
+4,040
|
+21%
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.34M
|
+$494K
|
+2,072
|
+10%
|
|
