|
26
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$125K
|
+$144K
|
+10,827
|
New
|
|
|
27
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$122K
|
–
|
–
|
–
|
|
|
28
|
MKD Wealth Coaches
Troy,
Michigan
|
$118K
|
+$136K
|
+10,185
|
New
|
|
|
29
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$112K
|
–
|
–
|
–
|
|
|
30
|
|
$93.1K
|
–
|
–
|
–
|
|
|
31
|
MAI Capital Management
Independence,
Ohio
|
$60.5K
|
+$69.9K
|
+5,243
|
New
|
|
|
32
|
AE Wealth Management
Topeka,
Kansas
|
$37.9K
|
+$43.8K
|
+3,284
|
New
|
|
|
33
|
Salomon & Ludwin
Richmond,
Virginia
|
$37.3K
|
+$280
|
+21
|
+0.7%
|
|
|
34
|
Synergy Asset Management
Vancouver,
Washington
|
$30.4K
|
+$30.5K
|
+2,292
|
New
|
|
|
35
|
Main Street Group
Glen Allen,
Virginia
|
$18.3K
|
+$21.2K
|
+1,590
|
New
|
|
|
36
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$17.3K
|
+$20K
|
+1,500
|
New
|
|
|
37
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$16.2K
|
–
|
–
|
–
|
|
|
38
|
Whittier Trust
South Pasadena,
California
|
$14.5K
|
–
|
–
|
–
|
|
|
39
|
City State Bank
Norwalk,
Iowa
|
$13K
|
+$15K
|
+1,125
|
New
|
|
|
40
|
Financially Speaking
Greenwood Village,
Colorado
|
$10.7K
|
+$12.3K
|
+923
|
New
|
|
|
41
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.23K
|
+$10.7K
|
+800
|
New
|
|
|
42
|
First Horizon Advisors
Memphis,
Tennessee
|
$9.08K
|
–
|
–
|
–
|
|
|
43
|
William Blair & Company
Chicago,
Illinois
|
$6.62K
|
-$2.94K
|
-221
|
-28%
|
|
|
44
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$6.43K
|
–
|
–
|
–
|
|
|
45
|
Blue Trust Inc
Alpharetta,
Georgia
|
$5.77K
|
–
|
–
|
–
|
|
|
46
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$4.4K
|
–
|
–
|
–
|
|
|
47
|
Steward Partners Investment Advisory
New York
|
$4.33K
|
–
|
–
|
–
|
|
|
48
|
Private Trust Company
Cleveland,
Ohio
|
$4.29K
|
–
|
–
|
–
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$4.04K
|
+$4.65K
|
+349
|
+34,900%
|
|
|
50
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$3.67K
|
+$40
|
+3
|
+1%
|
|
