|
26
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.78M
|
+$7.79M
|
+295,956
|
New
|
|
|
27
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$7.55M
|
+$715K
|
+27,160
|
+10%
|
|
|
28
|
PFG Private Wealth Management
Lutz,
Florida
|
$7.15M
|
+$495K
|
+18,806
|
+7%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$7.15M
|
+$130K
|
+4,935
|
+2%
|
|
|
30
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.65M
|
–
|
–
|
–
|
|
|
31
|
Sandy Spring Bank
Olney,
Maryland
|
$6.32M
|
+$495K
|
+18,813
|
+8%
|
|
|
32
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$6.28M
|
+$144K
|
+5,482
|
+2%
|
|
|
33
|
|
$6.23M
|
+$849K
|
+32,262
|
+16%
|
|
|
34
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$6.2M
|
+$605K
|
+22,976
|
+11%
|
|
|
35
|
Leavell Investment Management
Mobile,
Alabama
|
$6.13M
|
+$1.33M
|
+50,683
|
+28%
|
|
|
36
|
Kesler Norman & Wride
Ogden,
Utah
|
$6.1M
|
+$54.1K
|
+2,054
|
+0.9%
|
|
|
37
|
Conning Inc
Hartford,
Connecticut
|
$5.97M
|
+$5.97M
|
+226,914
|
New
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.94M
|
+$561K
|
+21,315
|
+10%
|
|
|
39
|
United Capital Financial Advisors
Irving,
Texas
|
$5.9M
|
+$64.6K
|
+2,452
|
+1%
|
|
|
40
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$5.83M
|
+$632K
|
+24,000
|
+12%
|
|
|
41
|
Day & Ennis
Macon,
Georgia
|
$5.65M
|
-$49.8K
|
-1,892
|
-0.9%
|
|
|
42
|
MV Capital Management
Bethesda,
Maryland
|
$5.25M
|
+$297K
|
+11,285
|
+6%
|
|
|
43
|
Sonata Capital Group
Seattle,
Washington
|
$5.15M
|
+$1.28M
|
+48,439
|
+33%
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
$5.03M
|
-$142K
|
-5,375
|
-3%
|
|
|
45
|
Lyell Wealth Management
Menlo Park,
California
|
$4.9M
|
-$8.95K
|
-340
|
-0.2%
|
|
|
46
|
Ritholtz Wealth Management
New York
|
$4.73M
|
+$686K
|
+26,056
|
+17%
|
|
|
47
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$4.68M
|
+$187K
|
+7,119
|
+4%
|
|
|
48
|
Cribstone Capital Management
Augusta,
Maine
|
$4.54M
|
+$307K
|
+11,665
|
+7%
|
|
|
49
|
Allworth Financial
Folsom,
California
|
$4.33M
|
-$65.9K
|
-2,505
|
-1%
|
|
|
50
|
EP Wealth Advisors
Torrance,
California
|
$4.04M
|
-$80.8K
|
-3,071
|
-2%
|
|
