|
51
|
Creative Planning
Overland Park,
Kansas
|
$13M
|
+$77.2K
|
+387
|
+0.6%
|
|
|
52
|
Keel Point
Huntsville,
Alabama
|
$12.6M
|
-$449K
|
-2,250
|
-4%
|
|
|
53
|
Capital Investment Advisors
Atlanta,
Georgia
|
$12.2M
|
+$1.14M
|
+5,720
|
+11%
|
|
|
54
|
HB Wealth Management
Atlanta,
Georgia
|
$11.3M
|
+$62.5K
|
+313
|
+0.6%
|
|
|
55
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$10.3M
|
+$332K
|
+1,664
|
+3%
|
|
|
56
|
Berkshire Money Management
Dalton,
Massachusetts
|
$10.1M
|
+$1.28M
|
+6,425
|
+15%
|
|
|
57
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10M
|
-$160K
|
-802
|
-2%
|
|
|
58
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.93M
|
-$71.8K
|
-360
|
-0.7%
|
|
|
59
|
TriaGen Wealth Management
Calabasas,
California
|
$9.57M
|
+$470K
|
+2,355
|
+5%
|
|
|
60
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.53M
|
-$28.5K
|
-143
|
-0.3%
|
|
|
61
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$9.23M
|
+$400K
|
+2,004
|
+5%
|
|
|
62
|
Florida Financial Advisors
Tampa,
Florida
|
$9.18M
|
+$398K
|
+1,995
|
+5%
|
|
|
63
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$9.1M
|
+$8.79M
|
+44,051
|
New
|
|
|
64
|
Destination Wealth Management
Walnut Creek,
California
|
$9.03M
|
+$308K
|
+1,546
|
+4%
|
|
|
65
|
Bank of New York Mellon
New York
|
$8.77M
|
-$102K
|
-512
|
-1%
|
|
|
66
|
Gray Wealth Management
Bangor,
Maine
|
$8.34M
|
+$148K
|
+744
|
+2%
|
|
|
67
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.25M
|
-$100K
|
-501
|
-1%
|
|
|
68
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.92M
|
+$2.59K
|
+13
|
+0%
|
|
|
69
|
Farther Finance Advisors
San Francisco,
California
|
$7.28M
|
+$13.4K
|
+67
|
+0.2%
|
|
|
70
|
Diversified Trust
Memphis,
Tennessee
|
$7M
|
+$214K
|
+1,070
|
+3%
|
|
|
71
|
Strategic Blueprint
Atlanta,
Georgia
|
$6.95M
|
+$705K
|
+3,531
|
+12%
|
|
|
72
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.81M
|
+$1.2K
|
+6
|
+0%
|
|
|
73
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$6.54M
|
–
|
–
|
–
|
|
|
74
|
Steph & Co
Marinette,
Wisconsin
|
$6.22M
|
+$29.1K
|
+146
|
+0.5%
|
|
|
75
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.09M
|
+$71.8K
|
+360
|
+1%
|
|
