|
51
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$11.7M
|
+$2.24M
|
+10,548
|
+24%
|
|
|
52
|
HB Wealth Management
Atlanta,
Georgia
|
$11.7M
|
+$31.2K
|
+147
|
+0.3%
|
|
|
53
|
Two Sigma Investments
New York
|
$11.7M
|
+$11.6M
|
+54,800
|
New
|
|
|
54
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.3M
|
-$2.87M
|
-13,492
|
-20%
|
|
|
55
|
Keel Point
Huntsville,
Alabama
|
$11.2M
|
-$1.71M
|
-8,040
|
-13%
|
|
|
56
|
Berkshire Money Management
Dalton,
Massachusetts
|
$10.5M
|
+$77.2K
|
+363
|
+0.7%
|
|
|
57
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$10.3M
|
-$237K
|
-1,117
|
-2%
|
|
|
58
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.3M
|
+$101K
|
+477
|
+1%
|
|
|
59
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.3M
|
-$26.4K
|
-124
|
-0.3%
|
|
|
60
|
TriaGen Wealth Management
Calabasas,
California
|
$9.85M
|
-$4.04K
|
-19
|
-0%
|
|
|
61
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$9.69M
|
+$323K
|
+1,518
|
+3%
|
|
|
62
|
Segment Wealth Management
Houston,
Texas
|
$9.68M
|
+$9.68M
|
+45,536
|
New
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$9.63M
|
-$21.4M
|
-100,483
|
-69%
|
|
|
64
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.47M
|
-$334K
|
-1,569
|
-3%
|
|
|
65
|
Bank of New York Mellon
New York
|
$9.02M
|
+$213
|
+1
|
+0%
|
|
|
66
|
Destination Wealth Management
Walnut Creek,
California
|
$8.72M
|
-$572K
|
-2,690
|
-6%
|
|
|
67
|
Florida Financial Advisors
Tampa,
Florida
|
$8.7M
|
-$747K
|
-3,514
|
-8%
|
|
|
68
|
Gray Wealth Management
Bangor,
Maine
|
$8.67M
|
+$92K
|
+433
|
+1%
|
|
|
69
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.31M
|
+$167K
|
+785
|
+2%
|
|
|
70
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.26M
|
-$229K
|
-1,076
|
-3%
|
|
|
71
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.45M
|
+$295K
|
+1,386
|
+4%
|
|
|
72
|
Colorado Capital Management
Boulder,
Colorado
|
$7.45M
|
+$2.43M
|
+11,448
|
+49%
|
|
|
73
|
Diversified Trust
Memphis,
Tennessee
|
$7.2M
|
–
|
–
|
–
|
|
|
74
|
Physician Wealth Advisors
Midvale,
Utah
|
$7.15M
|
+$197K
|
+928
|
+3%
|
|
|
75
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$6.73M
|
+$6.17K
|
+29
|
+0.1%
|
|
