|
51
|
BCGM Wealth Management
Lafayette,
Indiana
|
$7.91M
|
-$167K
|
-3,300
|
-2%
|
|
|
52
|
Mariner
Overland Park,
Kansas
|
$7.85M
|
+$745K
|
+14,742
|
+11%
|
|
|
53
|
Franklin Resources
San Mateo,
California
|
$7.78M
|
+$1.09M
|
+21,635
|
+16%
|
|
|
54
|
HB Wealth Management
Atlanta,
Georgia
|
$7.71M
|
-$656K
|
-12,965
|
-8%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$7.53M
|
-$21.5K
|
-425
|
-0.3%
|
|
|
56
|
PDS Planning
Dublin,
Ohio
|
$7.52M
|
+$2.18M
|
+43,132
|
+41%
|
|
|
57
|
Morningstar Investment Services
Chicago,
Illinois
|
$7.36M
|
+$4.44M
|
+87,817
|
+153%
|
|
|
58
|
Slow Capital
Greenbrae,
California
|
$7.18M
|
-$21.2M
|
-419,843
|
-75%
|
|
|
59
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$7.14M
|
-$399K
|
-7,889
|
-5%
|
|
|
60
|
Regions Financial Corp
Birmingham,
Alabama
|
$7.05M
|
+$272K
|
+5,380
|
+4%
|
|
|
61
|
Callan Capital
La Jolla,
California
|
$6.99M
|
+$547K
|
+10,823
|
+9%
|
|
|
62
|
Oak Harvest Investment Services
Houston,
Texas
|
$6.62M
|
+$457K
|
+9,033
|
+7%
|
|
|
63
|
Collective Family Office
York,
Pennsylvania
|
$6.49M
|
-$424K
|
-8,388
|
-6%
|
|
|
64
|
Opal Wealth Advisors
Jericho,
New York
|
$6.47M
|
+$858K
|
+16,978
|
+15%
|
|
|
65
|
Cooper Financial Group
Irvine,
California
|
$6.37M
|
-$739K
|
-14,606
|
-10%
|
|
|
66
|
MML Investors Services
Springfield,
Massachusetts
|
$6.35M
|
-$421K
|
-8,326
|
-6%
|
|
|
67
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$6.28M
|
+$392K
|
+7,751
|
+7%
|
|
|
68
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.23M
|
+$129K
|
+2,558
|
+2%
|
|
|
69
|
SVB Wealth
Boston,
Massachusetts
|
$6.11M
|
-$1.19M
|
-23,617
|
-16%
|
|
|
70
|
TD Capital Management
Memphis,
Tennessee
|
$6.06M
|
-$404K
|
-7,990
|
-6%
|
|
|
71
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.02M
|
+$5.05M
|
+99,837
|
+530%
|
|
|
72
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$6.01M
|
+$3.02M
|
+59,676
|
+102%
|
|
|
73
|
Mercer Global Advisors
Denver,
Colorado
|
$5.9M
|
+$385K
|
+7,605
|
+7%
|
|
|
74
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$5.82M
|
+$1.03M
|
+20,421
|
+22%
|
|
|
75
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.79M
|
+$768K
|
+15,194
|
+15%
|
|
