|
51
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$25M
|
+$250K
|
+9,843
|
+1%
|
|
|
52
|
Solitude Financial Services
Charlottesville,
Virginia
|
$24.7M
|
-$500K
|
-19,704
|
-2%
|
|
|
53
|
|
$24.7M
|
+$1.65M
|
+64,831
|
+7%
|
|
|
54
|
Corient Private Wealth
Miami,
Florida
|
$23.7M
|
-$200K
|
-7,870
|
-0.9%
|
|
|
55
|
Financial Strategies Group
Okemos,
Michigan
|
$23.3M
|
+$490K
|
+19,288
|
+2%
|
|
|
56
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$23M
|
-$2.78M
|
-109,545
|
-11%
|
|
|
57
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$22.9M
|
+$22.1M
|
+871,891
|
+409,338%
|
|
|
58
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$22.2M
|
+$464K
|
+18,285
|
+2%
|
|
|
59
|
Davenport & Co
Richmond,
Virginia
|
$21.7M
|
+$11.5M
|
+453,764
|
+122%
|
|
|
60
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$21.3M
|
+$380K
|
+14,961
|
+2%
|
|
|
61
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$21.1M
|
+$993K
|
+39,117
|
+5%
|
|
|
62
|
Firestone Capital Management
Coral Gables,
Florida
|
$20.1M
|
+$47.6K
|
+1,874
|
+0.2%
|
|
|
63
|
Your Advocates Ltd
Houston,
Texas
|
$20M
|
+$11.7K
|
+462
|
+0.1%
|
|
|
64
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$19.9M
|
-$553K
|
-21,782
|
-3%
|
|
|
65
|
Elevation Wealth Partners
Santa Rosa,
California
|
$19.6M
|
+$331K
|
+13,054
|
+2%
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.2M
|
-$593K
|
-23,345
|
-3%
|
|
|
67
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$18.5M
|
+$2.79M
|
+110,028
|
+19%
|
|
|
68
|
Principal Securities
Des Moines,
Iowa
|
$17.9M
|
-$259K
|
-10,209
|
-1%
|
|
|
69
|
Cabot Wealth Management
Salem,
Massachusetts
|
$17.4M
|
+$147K
|
+5,791
|
+0.9%
|
|
|
70
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$17.1M
|
-$87.5K
|
-3,448
|
-0.5%
|
|
|
71
|
Cahill Financial Advisors
Edina,
Minnesota
|
$16.9M
|
-$357K
|
-14,058
|
-2%
|
|
|
72
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.8M
|
+$3.38M
|
+133,064
|
+27%
|
|
|
73
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$16.4M
|
-$369K
|
-14,517
|
-2%
|
|
|
74
|
Envision Financial
Brookfield,
Wisconsin
|
$16.1M
|
+$399K
|
+15,709
|
+3%
|
|
|
75
|
Sellwood Investment Partners
Portland,
Oregon
|
$15.7M
|
-$492K
|
-19,388
|
-3%
|
|
