|
51
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$2.39M
|
+$42K
|
+1,874
|
+2%
|
|
|
52
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.38M
|
+$2.41M
|
+107,303
|
New
|
|
|
53
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.36M
|
+$386K
|
+17,192
|
+20%
|
|
|
54
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.32M
|
+$1.09M
|
+48,399
|
+89%
|
|
|
55
|
Boston Family Office
Boston,
Massachusetts
|
$2.28M
|
+$626K
|
+27,917
|
+38%
|
|
|
56
|
Allworth Financial
Folsom,
California
|
$2.14M
|
-$125K
|
-5,592
|
-6%
|
|
|
57
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.13M
|
+$353K
|
+15,737
|
+20%
|
|
|
58
|
Leavell Investment Management
Mobile,
Alabama
|
$2.08M
|
+$980K
|
+43,685
|
+90%
|
|
|
59
|
Lantz Financial
Naperville,
Illinois
|
$1.99M
|
+$1.98M
|
+88,086
|
New
|
|
|
60
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$1.99M
|
+$1.97M
|
+87,950
|
New
|
|
|
61
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$1.8M
|
+$546K
|
+24,368
|
+44%
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.79M
|
+$138K
|
+6,164
|
+8%
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.7M
|
-$47.7K
|
-2,127
|
-3%
|
|
|
64
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.62M
|
+$661K
|
+29,500
|
+70%
|
|
|
65
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.58M
|
+$54.2K
|
+2,416
|
+4%
|
|
|
66
|
Leo Wealth LLC
Hurst,
Texas
|
$1.51M
|
+$766K
|
+34,172
|
+105%
|
|
|
67
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.47M
|
+$183K
|
+8,176
|
+14%
|
|
|
68
|
Lido Advisors
Los Angeles,
California
|
$1.46M
|
-$364K
|
-16,234
|
-20%
|
|
|
69
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.43M
|
+$267K
|
+11,906
|
+23%
|
|
|
70
|
HighTower Advisors
Chicago,
Illinois
|
$1.39M
|
+$760K
|
+33,890
|
+123%
|
|
|
71
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.39M
|
+$12.4K
|
+554
|
+0.9%
|
|
|
72
|
Foundry Financial Group
Laconia,
New Hampshire
|
$1.34M
|
+$26.1K
|
+1,163
|
+2%
|
|
|
73
|
Citadel Advisors
Miami,
Florida
|
$1.33M
|
+$1.32M
|
+58,727
|
New
|
|
|
74
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
75
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.32M
|
+$188K
|
+8,395
|
+17%
|
|
