|
51
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$760K
|
+$756K
|
+16,646
|
New
|
|
|
52
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$750K
|
+$747K
|
+16,439
|
New
|
|
|
53
|
Private Trust Company
Cleveland,
Ohio
|
$741K
|
+$136K
|
+3,000
|
+23%
|
|
|
54
|
Concurrent Investment Advisors
Tampa,
Florida
|
$730K
|
-$1.32K
|
-29
|
-0.2%
|
|
|
55
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$729K
|
+$230K
|
+5,068
|
+46%
|
|
|
56
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$719K
|
+$102K
|
+2,236
|
+17%
|
|
|
57
|
NewEdge Advisors
New Orleans,
Louisiana
|
$715K
|
-$66.8K
|
-1,471
|
-9%
|
|
|
58
|
Focus Partners Wealth
Boston,
Massachusetts
|
$676K
|
–
|
–
|
–
|
|
|
59
|
Maia Wealth
Denver,
Colorado
|
$662K
|
+$664K
|
+14,608
|
New
|
|
|
60
|
BOS Asset Management
Springfield,
Illinois
|
$652K
|
–
|
–
|
–
|
|
|
61
|
Waverly Advisors
Birmingham,
Alabama
|
$648K
|
+$75.3K
|
+1,658
|
+13%
|
|
|
62
|
Regal Investment Advisors
Kentwood,
Michigan
|
$554K
|
+$552K
|
+12,142
|
New
|
|
|
63
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$513K
|
+$511K
|
+11,251
|
New
|
|
|
64
|
CAP Partners LLC
Franklin,
Tennessee
|
$490K
|
-$80K
|
-1,760
|
-14%
|
|
|
65
|
MGO One Seven
Beachwood,
Ohio
|
$474K
|
-$100K
|
-2,206
|
-18%
|
|
|
66
|
Belpointe Asset Management
Reno,
Nevada
|
$452K
|
+$48.2K
|
+1,061
|
+12%
|
|
|
67
|
KKM Financial
Chicago,
Illinois
|
$449K
|
-$346K
|
-7,620
|
-44%
|
|
|
68
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$439K
|
-$181K
|
-3,978
|
-29%
|
|
|
69
|
|
$428K
|
-$261K
|
-5,739
|
-38%
|
|
|
70
|
Morse Asset Management
Darien,
Connecticut
|
$414K
|
-$67.8K
|
-1,491
|
-14%
|
|
|
71
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$411K
|
–
|
–
|
–
|
|
|
72
|
Envestnet Asset Management
Chicago,
Illinois
|
$407K
|
+$76.8K
|
+1,690
|
+23%
|
|
|
73
|
Kestra Private Wealth Services
Austin,
Texas
|
$405K
|
-$773
|
-17
|
-0.2%
|
|
|
74
|
Titleist Asset Management
San Antonio,
Texas
|
$391K
|
+$389K
|
+8,563
|
New
|
|
|
75
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$389K
|
+$23.6K
|
+520
|
+7%
|
|
