|
51
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.32M
|
-$21.1K
|
-133
|
-0.3%
|
|
|
52
|
Annapolis Financial Services
Annapolis,
Maryland
|
$8.15M
|
+$3.67M
|
+23,081
|
+92%
|
|
|
53
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$8.1M
|
+$1.33M
|
+8,380
|
+22%
|
|
|
54
|
Empirical Wealth Management
Seattle,
Washington
|
$7.9M
|
+$1.11M
|
+6,991
|
+18%
|
|
|
55
|
Destination Wealth Management
Walnut Creek,
California
|
$7.77M
|
-$199K
|
-1,251
|
-3%
|
|
|
56
|
GeoWealth Management
Chicago,
Illinois
|
$7.5M
|
+$1.33M
|
+8,340
|
+23%
|
|
|
57
|
Bank of New York Mellon
New York
|
$7.35M
|
-$344K
|
-2,165
|
-5%
|
|
|
58
|
Capital Investment Advisors
Atlanta,
Georgia
|
$7.34M
|
-$79.3K
|
-499
|
-1%
|
|
|
59
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.28M
|
+$3.26M
|
+20,509
|
+91%
|
|
|
60
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$7.2M
|
+$379K
|
+2,383
|
+6%
|
|
|
61
|
Florida Financial Advisors
Tampa,
Florida
|
$6.92M
|
+$6.5M
|
+40,896
|
New
|
|
|
62
|
TriaGen Wealth Management
Calabasas,
California
|
$6.9M
|
+$105K
|
+658
|
+2%
|
|
|
63
|
Farther Finance Advisors
San Francisco,
California
|
$6.86M
|
+$6.44M
|
+40,505
|
New
|
|
|
64
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$6.75M
|
+$55K
|
+346
|
+0.9%
|
|
|
65
|
Gray Wealth Management
Bangor,
Maine
|
$6.57M
|
+$21.1K
|
+133
|
+0.3%
|
|
|
66
|
Diversified Trust
Memphis,
Tennessee
|
$6.44M
|
–
|
–
|
–
|
|
|
67
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.2M
|
+$1.33M
|
+8,392
|
+30%
|
|
|
68
|
AE Wealth Management
Topeka,
Kansas
|
$5.39M
|
+$1.84M
|
+11,554
|
+60%
|
|
|
69
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$5.36M
|
-$803K
|
-5,048
|
-14%
|
|
|
70
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.34M
|
+$57.2K
|
+360
|
+1%
|
|
|
71
|
Physician Wealth Advisors
Midvale,
Utah
|
$5.32M
|
+$61.7K
|
+388
|
+1%
|
|
|
72
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.21M
|
+$4.89M
|
+30,759
|
New
|
|
|
73
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$5.12M
|
+$4.81M
|
+30,245
|
New
|
|
|
74
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$5.09M
|
+$526K
|
+3,310
|
+12%
|
|
|
75
|
|
$5.03M
|
+$4.72M
|
+29,712
|
New
|
|
