|
51
|
Systelligence LLC
Bloomington,
Minnesota
|
$12.4M
|
+$1.77M
|
+8,325
|
+16%
|
|
|
52
|
HB Wealth Management
Atlanta,
Georgia
|
$11.6M
|
+$585K
|
+2,748
|
+5%
|
|
|
53
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.3M
|
-$1.65M
|
-7,737
|
-12%
|
|
|
54
|
Berkshire Money Management
Dalton,
Massachusetts
|
$9.85M
|
-$105K
|
-495
|
-1%
|
|
|
55
|
Keel Point
Huntsville,
Alabama
|
$9.79M
|
-$888K
|
-4,171
|
-8%
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.75M
|
+$7.45K
|
+35
|
+0.1%
|
|
|
57
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.53M
|
-$255K
|
-1,199
|
-2%
|
|
|
58
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$9.27M
|
-$542K
|
-2,547
|
-5%
|
|
|
59
|
TriaGen Wealth Management
Calabasas,
California
|
$9.27M
|
-$65K
|
-305
|
-0.7%
|
|
|
60
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.97M
|
–
|
–
|
–
|
|
|
61
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$8.89M
|
+$6.17M
|
+28,976
|
+162%
|
|
|
62
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$8.66M
|
-$542K
|
-2,544
|
-6%
|
|
|
63
|
Bank of New York Mellon
New York
|
$8.53M
|
-$18.3K
|
-86
|
-0.2%
|
|
|
64
|
Destination Wealth Management
Walnut Creek,
California
|
$8.33M
|
+$74.7K
|
+351
|
+0.9%
|
|
|
65
|
Colorado Capital Management
Boulder,
Colorado
|
$8.29M
|
+$1.31M
|
+6,154
|
+18%
|
|
|
66
|
West Wealth Group
Irvine,
California
|
$8.19M
|
+$5.95M
|
+27,931
|
+222%
|
|
|
67
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.86M
|
-$9.58K
|
-45
|
-0.1%
|
|
|
68
|
Physician Wealth Advisors
Midvale,
Utah
|
$7.63M
|
+$909K
|
+4,267
|
+13%
|
|
|
69
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$7.62M
|
+$3.66M
|
+17,204
|
+83%
|
|
|
70
|
Kestra Advisory Services
Austin,
Texas
|
$7.4M
|
-$1.83M
|
-8,572
|
-19%
|
|
|
71
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.39M
|
+$355K
|
+1,665
|
+5%
|
|
|
72
|
Florida Financial Advisors
Tampa,
Florida
|
$7.12M
|
-$1.18M
|
-5,563
|
-14%
|
|
|
73
|
Security Financial Services
Fort Wayne,
Indiana
|
$6.84M
|
+$4.11M
|
+19,303
|
+132%
|
|
|
74
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.8M
|
+$2M
|
+9,411
|
+39%
|
|
|
75
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$6.38M
|
–
|
–
|
–
|
|
