|
51
|
Diversified Trust
Memphis,
Tennessee
|
$5.95M
|
+$4.07M
|
+27,517
|
+261%
|
|
|
52
|
Gray Wealth Management
Bangor,
Maine
|
$5.95M
|
+$145K
|
+979
|
+3%
|
|
|
53
|
One Capital Management
Westlake Village,
California
|
$5.55M
|
+$5.24M
|
+35,456
|
New
|
|
|
54
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$5.51M
|
+$3.49M
|
+23,588
|
+220%
|
|
|
55
|
GeoWealth Management
Chicago,
Illinois
|
$5.45M
|
-$815K
|
-5,513
|
-14%
|
|
|
56
|
Waterford Advisors
Orchard Park,
New York
|
$5.23M
|
-$45.7K
|
-309
|
-0.9%
|
|
|
57
|
Empirical Wealth Management
Seattle,
Washington
|
$5.1M
|
+$1.08M
|
+7,334
|
+29%
|
|
|
58
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.95M
|
-$77.7K
|
-526
|
-2%
|
|
|
59
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.75M
|
–
|
–
|
–
|
|
|
60
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.64M
|
-$26.5K
|
-179
|
-0.6%
|
|
|
61
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.5M
|
-$850K
|
-5,752
|
-17%
|
|
|
62
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$4.24M
|
+$133K
|
+901
|
+3%
|
|
|
63
|
James J. Burns & Company
Melville,
New York
|
$4.21M
|
-$1.92M
|
-13,014
|
-33%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$4.15M
|
-$167K
|
-1,133
|
-4%
|
|
|
65
|
Steph & Co
Marinette,
Wisconsin
|
$4.14M
|
-$42K
|
-284
|
-1%
|
|
|
66
|
|
$3.92M
|
+$374K
|
+2,534
|
+11%
|
|
|
67
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.86M
|
+$310K
|
+2,100
|
+9%
|
|
|
68
|
Calton & Associates
Tampa,
Florida
|
$3.81M
|
-$35.8K
|
-242
|
-1%
|
|
|
69
|
Private Advisor Group
Morristown,
New Jersey
|
$3.8M
|
-$142K
|
-959
|
-4%
|
|
|
70
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.75M
|
-$30K
|
-203
|
-0.8%
|
|
|
71
|
AE Wealth Management
Topeka,
Kansas
|
$3.45M
|
-$1.05M
|
-7,104
|
-24%
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$3.43M
|
+$639K
|
+4,327
|
+25%
|
|
|
73
|
HighTower Advisors
Chicago,
Illinois
|
$3.33M
|
+$590K
|
+3,992
|
+23%
|
|
|
74
|
Old National Bancorp
Evansville,
Indiana
|
$3.33M
|
-$81K
|
-548
|
-3%
|
|
|
75
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.28M
|
-$113K
|
-762
|
-4%
|
|
