|
26
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$9.15M
|
+$9.13M
|
+175,203
|
New
|
|
|
27
|
Buffington Mohr McNeal
Boise,
Idaho
|
$8.76M
|
+$1.56M
|
+29,888
|
+22%
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.53M
|
+$1.35M
|
+25,842
|
+19%
|
|
|
29
|
Curi Wealth Management
Raleigh,
North Carolina
|
$8.38M
|
+$8.36M
|
+160,477
|
New
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.28M
|
-$210K
|
-4,024
|
-2%
|
|
|
31
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$8.11M
|
+$3.39M
|
+64,996
|
+72%
|
|
|
32
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$7.7M
|
+$3.41M
|
+65,515
|
+80%
|
|
|
33
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$7.13M
|
+$720K
|
+13,813
|
+11%
|
|
|
34
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$6.64M
|
-$1.26M
|
-24,109
|
-16%
|
|
|
35
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$6.52M
|
+$1.18M
|
+22,688
|
+22%
|
|
|
36
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.41M
|
-$405K
|
-7,775
|
-6%
|
|
|
37
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$6.27M
|
+$1.45M
|
+27,751
|
+30%
|
|
|
38
|
Eaton Vance Management
Boston,
Massachusetts
|
$5.52M
|
+$233K
|
+4,476
|
+4%
|
|
|
39
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$5.02M
|
-$97.2K
|
-1,866
|
-2%
|
|
|
40
|
|
$4.9M
|
+$3.49M
|
+66,968
|
+249%
|
|
|
41
|
Bulltick Wealth Management
Miami,
Florida
|
$4.89M
|
+$4.88M
|
+93,658
|
New
|
|
|
42
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.84M
|
-$296K
|
-5,675
|
-6%
|
|
|
43
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.57M
|
+$671K
|
+12,880
|
+17%
|
|
|
44
|
Collective Family Office
York,
Pennsylvania
|
$4.44M
|
+$4.43M
|
+84,966
|
New
|
|
|
45
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$4.35M
|
+$127K
|
+2,447
|
+3%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$4.25M
|
+$157K
|
+3,010
|
+4%
|
|
|
47
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.17M
|
+$101K
|
+1,940
|
+2%
|
|
|
48
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.11M
|
-$447K
|
-8,580
|
-10%
|
|
|
49
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$3.99M
|
+$408K
|
+7,824
|
+11%
|
|
|
50
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.97M
|
+$163K
|
+3,133
|
+4%
|
|
