|
51
|
One Capital Management
Westlake Village,
California
|
$6.38M
|
+$1.03M
|
+6,545
|
+18%
|
|
|
52
|
TriaGen Wealth Management
Calabasas,
California
|
$6.09M
|
+$143K
|
+908
|
+2%
|
|
|
53
|
Empirical Wealth Management
Seattle,
Washington
|
$6.02M
|
+$1.11M
|
+7,056
|
+22%
|
|
|
54
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$6M
|
-$286K
|
-1,813
|
-4%
|
|
|
55
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$5.99M
|
+$6.32M
|
+40,155
|
New
|
|
|
56
|
Gray Wealth Management
Bangor,
Maine
|
$5.87M
|
+$101K
|
+639
|
+2%
|
|
|
57
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$5.78M
|
+$581K
|
+3,691
|
+11%
|
|
|
58
|
Diversified Trust
Memphis,
Tennessee
|
$5.78M
|
–
|
–
|
–
|
|
|
59
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$5.57M
|
+$5.78M
|
+36,681
|
New
|
|
|
60
|
GeoWealth Management
Chicago,
Illinois
|
$5.47M
|
+$186K
|
+1,182
|
+3%
|
|
|
61
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.73M
|
-$69K
|
-438
|
-1%
|
|
|
62
|
Waterford Advisors
Orchard Park,
New York
|
$4.69M
|
-$401K
|
-2,545
|
-8%
|
|
|
63
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.67M
|
+$109K
|
+695
|
+2%
|
|
|
64
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.61M
|
–
|
–
|
–
|
|
|
65
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.29M
|
+$4.44M
|
+28,225
|
New
|
|
|
66
|
Steph & Co
Marinette,
Wisconsin
|
$4.28M
|
+$268K
|
+1,704
|
+6%
|
|
|
67
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.06M
|
+$331K
|
+2,100
|
+9%
|
|
|
68
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$4.03M
|
-$88K
|
-559
|
-2%
|
|
|
69
|
James J. Burns & Company
Melville,
New York
|
$3.95M
|
-$143K
|
-908
|
-3%
|
|
|
70
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$3.91M
|
-$473K
|
-3,006
|
-10%
|
|
|
71
|
Annapolis Financial Services
Annapolis,
Maryland
|
$3.81M
|
+$878K
|
+5,575
|
+29%
|
|
|
72
|
|
$3.71M
|
+$566K
|
+3,596
|
+17%
|
|
|
73
|
Private Advisor Group
Morristown,
New Jersey
|
$3.69M
|
-$787
|
-5
|
-0%
|
|
|
74
|
MML Investors Services
Springfield,
Massachusetts
|
$3.57M
|
-$474K
|
-3,007
|
-11%
|
|
|
75
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.48M
|
-$167K
|
-1,058
|
-4%
|
|
