|
26
|
Capital Advantage
Walnut Creek,
California
|
$13.9M
|
-$155K
|
-632
|
-1%
|
|
|
27
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.2M
|
-$354K
|
-1,447
|
-3%
|
|
|
28
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$12.7M
|
+$23K
|
+94
|
+0.2%
|
|
|
29
|
Lido Advisors
Los Angeles,
California
|
$12.2M
|
+$1.51M
|
+6,153
|
+15%
|
|
|
30
|
Atria Wealth Solutions
New York
|
$12.1M
|
-$681K
|
-2,780
|
-6%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$11.9M
|
-$103K
|
-419
|
-0.9%
|
|
|
32
|
Marks Wealth
Annapolis,
Maryland
|
$11.4M
|
+$10.8M
|
+43,975
|
New
|
|
|
33
|
J.W. Cole Advisors
Tampa,
Florida
|
$11.1M
|
-$132K
|
-538
|
-1%
|
|
|
34
|
AGF Management
Toronto,
Ontario, Canada
|
$10.9M
|
+$154K
|
+630
|
+2%
|
|
|
35
|
Trinity Legacy Partners
Houston,
Texas
|
$10.8M
|
+$915K
|
+3,735
|
+10%
|
|
|
36
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.7M
|
-$30.4K
|
-124
|
-0.3%
|
|
|
37
|
Corient Private Wealth
Miami,
Florida
|
$9.69M
|
+$128K
|
+522
|
+1%
|
|
|
38
|
Berkeley Capital Partners
Milton,
Georgia
|
$9.16M
|
-$1.38M
|
-5,630
|
-14%
|
|
|
39
|
INVST
Indianapolis,
Indiana
|
$8.87M
|
-$341K
|
-1,392
|
-4%
|
|
|
40
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$8.77M
|
-$1.04M
|
-4,241
|
-11%
|
|
|
41
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.61M
|
+$157K
|
+640
|
+2%
|
|
|
42
|
|
$8.43M
|
-$570K
|
-2,329
|
-7%
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.02M
|
+$7.55M
|
+30,834
|
New
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$7.83M
|
+$1.71M
|
+6,980
|
+30%
|
|
|
45
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$7.7M
|
+$577K
|
+2,358
|
+9%
|
|
|
46
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.64M
|
+$6.31M
|
+25,782
|
+715%
|
|
|
47
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$7.39M
|
+$395K
|
+1,613
|
+6%
|
|
|
48
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.08M
|
-$477K
|
-1,950
|
-7%
|
|
|
49
|
Richmond Brothers
Jackson,
Michigan
|
$7.05M
|
+$6.64M
|
+27,106
|
New
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.83M
|
-$1.84M
|
-7,532
|
-22%
|
|
