|
51
|
HB Wealth Management
Atlanta,
Georgia
|
$10.8M
|
–
|
–
|
–
|
|
|
52
|
Capital Investment Advisors
Atlanta,
Georgia
|
$10.5M
|
+$1.4M
|
+7,461
|
+16%
|
|
|
53
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.73M
|
+$31.6K
|
+168
|
+0.3%
|
|
|
54
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.55M
|
-$707K
|
-3,759
|
-7%
|
|
|
55
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$9.47M
|
+$215K
|
+1,144
|
+2%
|
|
|
56
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.13M
|
-$137K
|
-729
|
-2%
|
|
|
57
|
TriaGen Wealth Management
Calabasas,
California
|
$8.68M
|
+$314K
|
+1,668
|
+4%
|
|
|
58
|
Bank of New York Mellon
New York
|
$8.47M
|
-$87.1K
|
-463
|
-1%
|
|
|
59
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$8.42M
|
+$359K
|
+1,910
|
+5%
|
|
|
60
|
Berkshire Money Management
Dalton,
Massachusetts
|
$8.41M
|
+$3.53M
|
+18,751
|
+79%
|
|
|
61
|
Florida Financial Advisors
Tampa,
Florida
|
$8.37M
|
-$103K
|
-547
|
-1%
|
|
|
62
|
Destination Wealth Management
Walnut Creek,
California
|
$8.32M
|
-$235K
|
-1,247
|
-3%
|
|
|
63
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.97M
|
+$356K
|
+1,895
|
+5%
|
|
|
64
|
Gray Wealth Management
Bangor,
Maine
|
$7.82M
|
+$154K
|
+819
|
+2%
|
|
|
65
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.56M
|
+$1.35M
|
+7,165
|
+23%
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$6.97M
|
-$391K
|
-2,080
|
-6%
|
|
|
67
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.68M
|
+$267K
|
+1,420
|
+5%
|
|
|
68
|
IFP Advisors
Tampa,
Florida
|
$6.62M
|
-$131K
|
-697
|
-2%
|
|
|
69
|
Diversified Trust
Memphis,
Tennessee
|
$6.47M
|
-$987K
|
-5,249
|
-14%
|
|
|
70
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$6.24M
|
–
|
–
|
–
|
|
|
71
|
|
$6.2M
|
+$5.36M
|
+28,521
|
+976%
|
|
|
72
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.94M
|
+$308K
|
+1,639
|
+6%
|
|
|
73
|
Steph & Co
Marinette,
Wisconsin
|
$5.91M
|
-$141K
|
-747
|
-2%
|
|
|
74
|
Tradition Wealth Management
Edina,
Minnesota
|
$5.74M
|
-$94.6K
|
-503
|
-2%
|
|
|
75
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$5.49M
|
+$27.3K
|
+145
|
+0.5%
|
|
