|
51
|
MA Private Wealth
San Carlos,
California
|
$17.8M
|
-$69K
|
-295
|
-0.4%
|
|
|
52
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$17.4M
|
+$107K
|
+456
|
+0.6%
|
|
|
53
|
Cozad Asset Management
Champaign,
Illinois
|
$17.2M
|
-$381K
|
-1,631
|
-2%
|
|
|
54
|
Wellington Management Group
Boston,
Massachusetts
|
$17M
|
+$16.3M
|
+69,530
|
New
|
|
|
55
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$16.7M
|
+$4.9M
|
+20,971
|
+44%
|
|
|
56
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.7M
|
-$272K
|
-1,162
|
-2%
|
|
|
57
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$15.5M
|
-$664K
|
-2,840
|
-4%
|
|
|
58
|
HB Wealth Management
Atlanta,
Georgia
|
$14.5M
|
+$375K
|
+1,605
|
+3%
|
|
|
59
|
Capital Advantage
Walnut Creek,
California
|
$14.1M
|
-$346K
|
-1,481
|
-3%
|
|
|
60
|
Beacon Financial Group
Dallas,
Texas
|
$13.9M
|
+$6.72M
|
+28,738
|
+102%
|
|
|
61
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13.5M
|
-$2.56M
|
-10,941
|
-16%
|
|
|
62
|
MGO One Seven
Beachwood,
Ohio
|
$13M
|
+$12.5M
|
+53,411
|
New
|
|
|
63
|
Colorado Capital Management
Boulder,
Colorado
|
$12.4M
|
+$792K
|
+3,388
|
+7%
|
|
|
64
|
Hobart Private Capital
Charlotte,
North Carolina
|
$12.3M
|
+$5.95M
|
+25,450
|
+102%
|
|
|
65
|
Jones Financial Companies
Des Peres,
Missouri
|
$12M
|
+$1.97M
|
+8,402
|
+20%
|
|
|
66
|
Keel Point
Huntsville,
Alabama
|
$12M
|
-$29.9K
|
-128
|
-0.3%
|
|
|
67
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.6M
|
+$193K
|
+826
|
+2%
|
|
|
68
|
TriaGen Wealth Management
Calabasas,
California
|
$11.6M
|
+$117K
|
+501
|
+1%
|
|
|
69
|
Patten & Patten
Chattanooga,
Tennessee
|
$11.3M
|
+$4.44M
|
+19,005
|
+70%
|
|
|
70
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.8M
|
-$51.2K
|
-219
|
-0.5%
|
|
|
71
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$10.6M
|
+$1.18M
|
+5,058
|
+13%
|
|
|
72
|
Bank of New York Mellon
New York
|
$10.4M
|
–
|
–
|
–
|
|
|
73
|
Physician Wealth Advisors
Midvale,
Utah
|
$10.3M
|
+$607K
|
+2,594
|
+7%
|
|
|
74
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$9.96M
|
-$770K
|
-3,294
|
-7%
|
|
|
75
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$9.96M
|
+$30.9K
|
+132
|
+0.3%
|
|
