|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$28.6M
|
-$808K
|
-11,489
|
-3%
|
|
|
27
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$27.9M
|
+$467K
|
+6,642
|
+2%
|
|
|
28
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$25.1M
|
-$33M
|
-469,109
|
-66%
|
|
|
29
|
Condor Capital Management
Martinsville,
New Jersey
|
$24.8M
|
+$562K
|
+7,995
|
+2%
|
|
|
30
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$21.2M
|
+$1.67M
|
+23,697
|
+8%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$20.2M
|
+$1.68M
|
+23,936
|
+9%
|
|
|
32
|
Colony Group
Boston,
Massachusetts
|
$19.8M
|
-$77.6K
|
-1,103
|
-0.4%
|
|
|
33
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$19.3M
|
+$1.42M
|
+20,177
|
+8%
|
|
|
34
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$18M
|
-$962K
|
-13,675
|
-5%
|
|
|
35
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$15M
|
-$3M
|
-42,612
|
-16%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$14.5M
|
+$1.63M
|
+23,108
|
+12%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.4M
|
-$86K
|
-1,223
|
-0.6%
|
|
|
38
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$13M
|
-$102K
|
-1,455
|
-0.8%
|
|
|
39
|
Cetera Advisors
Denver,
Colorado
|
$12M
|
+$6.16M
|
+87,618
|
+100%
|
|
|
40
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.2M
|
+$4.55M
|
+64,651
|
+66%
|
|
|
41
|
Jordan Park Group
San Francisco,
California
|
$11.2M
|
–
|
–
|
–
|
|
|
42
|
Cambridge Associates
Boston,
Massachusetts
|
$11.1M
|
–
|
–
|
–
|
|
|
43
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$10.7M
|
+$24.7K
|
+351
|
+0.2%
|
|
|
44
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$10.3M
|
+$2.15M
|
+30,619
|
+26%
|
|
|
45
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$10M
|
-$68.2K
|
-969
|
-0.7%
|
|
|
46
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$9.6M
|
+$932K
|
+13,254
|
+10%
|
|
|
47
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.5M
|
-$12.4M
|
-175,979
|
-56%
|
|
|
48
|
Avidian Wealth Enterprises
Houston,
Texas
|
$9.18M
|
-$11.6M
|
-164,493
|
-55%
|
|
|
49
|
RFG Holdings
Argyle,
Texas
|
$9.12M
|
-$2.84M
|
-40,379
|
-23%
|
|
|
50
|
|
$8.92M
|
+$410K
|
+5,828
|
+5%
|
|
