|
51
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$7.58M
|
+$7.55M
|
+163,313
|
New
|
|
|
52
|
KFA Private Wealth Group
Tysons,
Virginia
|
$7.49M
|
+$7.45M
|
+161,279
|
New
|
|
|
53
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$7.26M
|
+$7.23M
|
+156,340
|
New
|
|
|
54
|
Westwood Holdings Group
Dallas,
Texas
|
$6.83M
|
-$30.9M
|
-668,936
|
-82%
|
|
|
55
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$6.63M
|
-$538K
|
-11,645
|
-8%
|
|
|
56
|
Advisor Group
Phoenix,
Arizona
|
$6.61M
|
+$2.16M
|
+46,667
|
+49%
|
|
|
57
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.39M
|
+$2.38M
|
+51,502
|
+60%
|
|
|
58
|
PFS Investments
Duluth,
Georgia
|
$6.35M
|
+$844K
|
+18,271
|
+15%
|
|
|
59
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.2M
|
+$257K
|
+5,556
|
+4%
|
|
|
60
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$6.05M
|
+$5.36M
|
+115,970
|
+808%
|
|
|
61
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$6.05M
|
+$6.02M
|
+130,238
|
New
|
|
|
62
|
Trilogy Capital
Irvine,
California
|
$5.91M
|
+$837K
|
+18,109
|
+17%
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$5.91M
|
+$513K
|
+11,109
|
+10%
|
|
|
64
|
Cetera Advisors
Denver,
Colorado
|
$5.81M
|
+$3.25M
|
+70,320
|
+128%
|
|
|
65
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.7M
|
-$81.6K
|
-1,766
|
-1%
|
|
|
66
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$5.65M
|
+$6.01M
|
+130,082
|
New
|
|
|
67
|
Coastline Trust
Providence,
Rhode Island
|
$5.51M
|
+$419K
|
+9,060
|
+8%
|
|
|
68
|
WrapManager Inc
Mill Valley,
California
|
$5.31M
|
+$98.3K
|
+2,126
|
+2%
|
|
|
69
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$5.17M
|
+$4.09M
|
+88,489
|
+386%
|
|
|
70
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.01M
|
-$400K
|
-8,659
|
-7%
|
|
|
71
|
SVB Wealth
Boston,
Massachusetts
|
$4.79M
|
+$4.77M
|
+103,131
|
New
|
|
|
72
|
Retirement Capital Strategies
San Jose,
California
|
$4.75M
|
-$974K
|
-21,070
|
-17%
|
|
|
73
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$4.64M
|
+$15.5K
|
+335
|
+0.3%
|
|
|
74
|
PAX Financial Group
San Antonio,
Texas
|
$4.59M
|
+$4.55M
|
+98,421
|
New
|
|
|
75
|
Comerica Securities
Detroit,
Michigan
|
$4.3M
|
+$691K
|
+14,944
|
+19%
|
|
