|
501
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$29.7M
|
-$30.5K
|
-60
|
-0.1%
|
|
|
502
|
Canton Hathaway
Providence,
Rhode Island
|
$29.7M
|
–
|
–
|
–
|
|
|
503
|
Evercore Wealth Management
New York
|
$29.6M
|
+$680K
|
+1,337
|
+2%
|
|
|
504
|
RFG Advisory
Birmingham,
Alabama
|
$29.4M
|
-$941K
|
-1,851
|
-3%
|
|
|
505
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$29.3M
|
+$9.35M
|
+18,403
|
+50%
|
|
|
506
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$29.3M
|
+$2.17M
|
+4,275
|
+8%
|
|
|
507
|
Bear Mountain Capital
Seattle,
Washington
|
$29M
|
-$842K
|
-1,656
|
-3%
|
|
|
508
|
Financial Management Professionals
Austin,
Texas
|
$29M
|
+$460K
|
+905
|
+2%
|
|
|
509
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$29M
|
+$3.47M
|
+6,824
|
+14%
|
|
|
510
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$28.6M
|
-$460K
|
-905
|
-2%
|
|
|
511
|
Claro Advisors
Boston,
Massachusetts
|
$28.6M
|
+$2.54M
|
+5,003
|
+10%
|
|
|
512
|
Scarborough Advisors
Annapolis,
Maryland
|
$28.5M
|
+$27.5M
|
+54,023
|
New
|
|
|
513
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$28.1M
|
+$133K
|
+262
|
+0.5%
|
|
|
514
|
Clifford Group
Wayland,
Massachusetts
|
$28M
|
+$543K
|
+1,069
|
+2%
|
|
|
515
|
SOA Wealth Advisors
New York
|
$28M
|
+$628K
|
+1,235
|
+2%
|
|
|
516
|
Oxler Private Wealth
Rye Brook,
New York
|
$27.7M
|
+$990K
|
+1,947
|
+4%
|
|
|
517
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$27.5M
|
-$266K
|
-524
|
-1%
|
|
|
518
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$27.5M
|
+$24.5M
|
+48,231
|
+1,387%
|
|
|
519
|
ORG Partners
Roanoke,
Indiana
|
$27.4M
|
+$507K
|
+998
|
+2%
|
|
|
520
|
GenWealth Group
Maplewood,
New Jersey
|
$27.4M
|
-$308K
|
-606
|
-1%
|
|
|
521
|
Trust Company of the South
Greensboro,
North Carolina
|
$27.3M
|
+$3.25M
|
+6,390
|
+14%
|
|
|
522
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$27.1M
|
-$1.47M
|
-2,889
|
-5%
|
|
|
523
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$27.1M
|
+$87.4K
|
+172
|
+0.3%
|
|
|
524
|
VanEck Associates
New York
|
$27M
|
-$2.18M
|
-4,288
|
-8%
|
|
|
525
|
Parsons Capital Management
Providence,
Rhode Island
|
$27M
|
+$1.42M
|
+2,798
|
+6%
|
|
