|
26
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$15.2M
|
+$948K
|
+16,834
|
+7%
|
|
|
27
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$14.6M
|
+$13.7M
|
+243,580
|
New
|
|
|
28
|
Cambridge Associates
Boston,
Massachusetts
|
$13.3M
|
–
|
–
|
–
|
|
|
29
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$11.5M
|
+$10.8M
|
+191,250
|
New
|
|
|
30
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$11.3M
|
-$54.9K
|
-974
|
-0.5%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.1M
|
+$762K
|
+13,530
|
+8%
|
|
|
32
|
Stevard LLC
Chicago,
Illinois
|
$9.76M
|
–
|
–
|
–
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.13M
|
+$488K
|
+8,668
|
+6%
|
|
|
34
|
RFG Holdings
Argyle,
Texas
|
$8.44M
|
+$7.93M
|
+140,828
|
New
|
|
|
35
|
Colony Group
Boston,
Massachusetts
|
$7.82M
|
+$294K
|
+5,220
|
+4%
|
|
|
36
|
VOYA Investment Management
Atlanta,
Georgia
|
$7.21M
|
-$262K
|
-4,646
|
-4%
|
|
|
37
|
Fifth Third Securities
Cincinnati,
Ohio
|
$6.96M
|
-$217K
|
-3,854
|
-3%
|
|
|
38
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$6.96M
|
+$94.9K
|
+1,684
|
+1%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.99M
|
+$1.82M
|
+32,292
|
+48%
|
|
|
40
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$5.53M
|
–
|
–
|
–
|
|
|
41
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.35M
|
+$547K
|
+9,706
|
+12%
|
|
|
42
|
Cetera Advisors
Denver,
Colorado
|
$5.15M
|
-$1.24M
|
-21,976
|
-20%
|
|
|
43
|
Pegasus Partners
Mequon,
Wisconsin
|
$4.94M
|
+$4.65M
|
+82,514
|
New
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$4.8M
|
+$319K
|
+5,670
|
+8%
|
|
|
45
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.58M
|
+$1.38M
|
+24,544
|
+47%
|
|
|
46
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.49M
|
+$1.55M
|
+27,428
|
+58%
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.49M
|
+$2.02M
|
+35,850
|
+92%
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
$4.36M
|
+$56K
|
+994
|
+1%
|
|
|
49
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$4.32M
|
+$4.07M
|
+72,164
|
New
|
|
|
50
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$4.24M
|
–
|
–
|
–
|
|
