|
26
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$16.9M
|
-$9.9K
|
-156
|
-0.1%
|
|
|
27
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$16.8M
|
+$541K
|
+8,530
|
+4%
|
|
|
28
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$16.7M
|
+$11.5M
|
+180,996
|
+256%
|
|
|
29
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$15.3M
|
-$6.24M
|
-98,418
|
-30%
|
|
|
30
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$14.8M
|
+$2.04M
|
+32,124
|
+17%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.4M
|
+$2M
|
+31,480
|
+17%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$13.5M
|
+$12.8M
|
+200,942
|
+7,026%
|
|
|
33
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13.4M
|
+$12.8M
|
+201,640
|
New
|
|
|
34
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$12.6M
|
+$26K
|
+410
|
+0.2%
|
|
|
35
|
RFG Holdings
Argyle,
Texas
|
$11M
|
+$1.52M
|
+23,962
|
+17%
|
|
|
36
|
Jordan Park Group
San Francisco,
California
|
$10.8M
|
+$10.3M
|
+162,982
|
New
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.8M
|
+$675K
|
+10,636
|
+7%
|
|
|
38
|
Colony Group
Boston,
Massachusetts
|
$10.2M
|
+$1.44M
|
+22,700
|
+17%
|
|
|
39
|
Comerica Bank
Dallas,
Texas
|
$10.1M
|
+$1.71M
|
+26,952
|
+10%
|
|
|
40
|
Cambridge Associates
Boston,
Massachusetts
|
$9.19M
|
-$5.34M
|
-84,190
|
-38%
|
|
|
41
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$9.14M
|
+$8.73M
|
+137,558
|
New
|
|
|
42
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$9.14M
|
+$8.72M
|
+137,496
|
New
|
|
|
43
|
|
$8.12M
|
+$3.72M
|
+58,592
|
+92%
|
|
|
44
|
Fifth Third Securities
Cincinnati,
Ohio
|
$7.93M
|
+$195K
|
+3,076
|
+3%
|
|
|
45
|
Prentice Wealth Management
Rochester,
New York
|
$7.86M
|
+$7.5M
|
+118,210
|
New
|
|
|
46
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$7.82M
|
+$102K
|
+1,614
|
+1%
|
|
|
47
|
VOYA Investment Management
Atlanta,
Georgia
|
$7.61M
|
-$375K
|
-5,908
|
-5%
|
|
|
48
|
HighTower Advisors
Chicago,
Illinois
|
$6.95M
|
+$6.61M
|
+104,106
|
New
|
|
|
49
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.4M
|
-$226K
|
-3,566
|
-4%
|
|
|
50
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$6.13M
|
–
|
–
|
–
|
|
