|
51
|
Avantax Planning Partners
Dubuque,
Iowa
|
$10M
|
+$1.22M
|
+16,280
|
+14%
|
|
|
52
|
Rockefeller Capital Management
New York
|
$10M
|
+$618K
|
+8,218
|
+7%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$10M
|
+$499K
|
+6,629
|
+5%
|
|
|
54
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$9.9M
|
-$747K
|
-9,925
|
-7%
|
|
|
55
|
Human Investing
Lake Oswego,
Oregon
|
$9.73M
|
+$438K
|
+5,821
|
+5%
|
|
|
56
|
Montecito Bank & Trust
Santa Barbara,
California
|
$9.61M
|
+$778K
|
+10,337
|
+9%
|
|
|
57
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.32M
|
+$62.7K
|
+834
|
+0.7%
|
|
|
58
|
Focused Wealth Management
Newburgh,
New York
|
$8.69M
|
+$8.71M
|
+115,744
|
New
|
|
|
59
|
BCGM Wealth Management
Lafayette,
Indiana
|
$8.64M
|
-$2.78M
|
-36,945
|
-24%
|
|
|
60
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$8.5M
|
+$17K
|
+226
|
+0.2%
|
|
|
61
|
Leavell Investment Management
Mobile,
Alabama
|
$8.24M
|
+$524K
|
+6,960
|
+7%
|
|
|
62
|
Perritt Capital Management
Chicago,
Illinois
|
$8.22M
|
-$4.73M
|
-62,829
|
-36%
|
|
|
63
|
WMS Partners
Towson,
Maryland
|
$8.08M
|
-$815K
|
-10,837
|
-9%
|
|
|
64
|
Private Advisor Group
Morristown,
New Jersey
|
$7.96M
|
+$1.06M
|
+14,153
|
+16%
|
|
|
65
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$7.91M
|
+$220K
|
+2,925
|
+3%
|
|
|
66
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$7.36M
|
+$882K
|
+11,719
|
+14%
|
|
|
67
|
Destiny Wealth Partners
Tavares,
Florida
|
$6.98M
|
+$6.88M
|
+91,478
|
New
|
|
|
68
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$6.77M
|
+$129K
|
+1,710
|
+2%
|
|
|
69
|
Smith, Moore & Co
Clayton,
Missouri
|
$6.69M
|
+$204K
|
+2,718
|
+3%
|
|
|
70
|
Mercer Global Advisors
Denver,
Colorado
|
$6.69M
|
-$267K
|
-3,548
|
-4%
|
|
|
71
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$6.53M
|
+$767K
|
+10,195
|
+13%
|
|
|
72
|
Financial Perspectives
Minneapolis,
Minnesota
|
$6.35M
|
-$326K
|
-4,333
|
-5%
|
|
|
73
|
Financial Connections Group
Corte Madera,
California
|
$6.13M
|
-$277K
|
-3,685
|
-4%
|
|
|
74
|
Stokes Family Office
New Orleans,
Louisiana
|
$6.04M
|
-$488K
|
-6,480
|
-7%
|
|
|
75
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$5.98M
|
–
|
–
|
–
|
|
