|
51
|
NovaPoint Capital
Atlanta,
Georgia
|
$3.22M
|
+$177K
|
+11,602
|
+6%
|
|
|
52
|
SVB Wealth
Boston,
Massachusetts
|
$3.08M
|
+$2.07M
|
+135,745
|
+198%
|
|
|
53
|
Bennicas & Associates
Portola Valley,
California
|
$2.99M
|
–
|
–
|
–
|
|
|
54
|
Stifel Financial
St. Louis,
Missouri
|
$2.97M
|
+$379K
|
+24,835
|
+14%
|
|
|
55
|
Silvercrest Asset Management
New York
|
$2.91M
|
–
|
–
|
–
|
|
|
56
|
Chicago Capital
Chicago,
Illinois
|
$2.77M
|
–
|
–
|
–
|
|
|
57
|
St. James Investment Company
Southlake,
Texas
|
$2.69M
|
+$38.5K
|
+2,525
|
+1%
|
|
|
58
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$2.65M
|
+$7.63K
|
+500
|
+0.3%
|
|
|
59
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$2.53M
|
+$1.37M
|
+89,896
|
+115%
|
|
|
60
|
Biltmore Family Office
Charlotte,
North Carolina
|
$2.48M
|
+$1.06M
|
+69,430
|
+73%
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.33M
|
-$907K
|
-59,437
|
-28%
|
|
|
62
|
North Star Investment Management
Chicago,
Illinois
|
$2.19M
|
+$740K
|
+48,500
|
+50%
|
|
|
63
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$2.08M
|
+$949K
|
+62,133
|
+82%
|
|
|
64
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2.06M
|
+$350K
|
+22,902
|
+20%
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.02M
|
-$95.8K
|
-6,278
|
-4%
|
|
|
66
|
TIAA FSB
Jacksonville,
Florida
|
$1.99M
|
+$839K
|
+54,925
|
+71%
|
|
|
67
|
Steward Partners Investment Advisory
New York
|
$1.96M
|
+$480K
|
+31,427
|
+32%
|
|
|
68
|
Belpointe Asset Management
Reno,
Nevada
|
$1.94M
|
+$726K
|
+47,564
|
+59%
|
|
|
69
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.92M
|
+$1.95M
|
+127,469
|
New
|
|
|
70
|
Rockefeller Capital Management
New York
|
$1.76M
|
+$1.47M
|
+96,438
|
+465%
|
|
|
71
|
WealthShield Partners
Cary,
North Carolina
|
$1.74M
|
+$1.77M
|
+115,786
|
New
|
|
|
72
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1.74M
|
–
|
–
|
–
|
|
|
73
|
William Blair & Company
Chicago,
Illinois
|
$1.7M
|
-$140K
|
-9,182
|
-8%
|
|
|
74
|
Essex Financial Services
Essex,
Connecticut
|
$1.67M
|
+$168
|
+11
|
+4%
|
|
|
75
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$1.65M
|
–
|
–
|
–
|
|
