|
26
|
Bank of New York Mellon
New York
|
$6.72M
|
+$380K
|
+3,563
|
+5%
|
|
|
27
|
American Investment Services
Great Barrington,
Massachusetts
|
$6.7M
|
+$632K
|
+5,929
|
+9%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.25M
|
-$690K
|
-6,473
|
-10%
|
|
|
29
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.08M
|
+$3.84M
|
+36,038
|
+182%
|
|
|
30
|
Darwin Wealth Management
Tampa,
Florida
|
$4.85M
|
+$7.25K
|
+68
|
+0.1%
|
|
|
31
|
Capital Investment Advisors
Atlanta,
Georgia
|
$4.63M
|
-$33.6K
|
-315
|
-0.6%
|
|
|
32
|
Old National Bancorp
Evansville,
Indiana
|
$4.35M
|
+$44.4K
|
+416
|
+0.9%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.22M
|
+$10.7K
|
+100
|
+0.2%
|
|
|
34
|
Apella Capital
West Hartford,
Connecticut
|
$3.46M
|
+$4.06M
|
+38,092
|
New
|
|
|
35
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$3.44M
|
+$303K
|
+2,841
|
+8%
|
|
|
36
|
Stephens Inc
Little Rock,
Arkansas
|
$3.42M
|
+$4.01M
|
+37,637
|
New
|
|
|
37
|
Gray Wealth Management
Bangor,
Maine
|
$3.36M
|
+$3.94M
|
+36,957
|
New
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.2M
|
-$65.6K
|
-615
|
-2%
|
|
|
39
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
$3.11M
|
+$1.12M
|
+10,483
|
+44%
|
|
|
40
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.1M
|
-$207K
|
-1,941
|
-5%
|
|
|
41
|
Procyon Advisors
Shelton,
Connecticut
|
$2.97M
|
+$2.69M
|
+25,242
|
+340%
|
|
|
42
|
Paracle Advisors
Mercer Island,
Washington
|
$2.92M
|
-$308K
|
-2,886
|
-8%
|
|
|
43
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.82M
|
+$2.42M
|
+22,657
|
+270%
|
|
|
44
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.78M
|
–
|
–
|
–
|
|
|
45
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$2.73M
|
+$2.88M
|
+26,998
|
+879%
|
|
|
46
|
Sandy Spring Bank
Olney,
Maryland
|
$2.68M
|
-$243K
|
-2,282
|
-7%
|
|
|
47
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$2.56M
|
+$3M
|
+28,094
|
New
|
|
|
48
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.31M
|
-$187K
|
-1,750
|
-6%
|
|
|
49
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$2.26M
|
–
|
–
|
–
|
|
|
50
|
Portfolio Solutions
Royal Oak,
Michigan
|
$2.12M
|
+$39.5K
|
+370
|
+2%
|
|
