|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$138M
|
+$7.38M
|
+162,155
|
+6%
|
|
|
2
|
Novare Capital Management
Charlotte,
North Carolina
|
$34.8M
|
-$2.4M
|
-52,659
|
-7%
|
|
|
3
|
Watchman Group
Plano,
Texas
|
$34.6M
|
+$1.32M
|
+29,007
|
+4%
|
|
|
4
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$33.1M
|
+$477K
|
+10,479
|
+1%
|
|
|
5
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$31.1M
|
+$2.57M
|
+56,451
|
+9%
|
|
|
6
|
|
$24.1M
|
+$8.65M
|
+189,877
|
+57%
|
|
|
7
|
Fulton Bank
Lancaster,
Pennsylvania
|
$20.8M
|
+$4.21M
|
+92,522
|
+26%
|
|
|
8
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$19.7M
|
-$3.45M
|
-75,690
|
-15%
|
|
|
9
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.3M
|
+$19M
|
+416,432
|
New
|
|
|
10
|
Acima Private Wealth
Richmond,
Virginia
|
$14.5M
|
+$1.58M
|
+34,657
|
+12%
|
|
|
11
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$13.2M
|
+$1.57M
|
+34,488
|
+14%
|
|
|
12
|
Old Port Advisors
Portland,
Maine
|
$12.6M
|
+$1.06M
|
+23,198
|
+9%
|
|
|
13
|
|
$11.3M
|
+$32.3K
|
+710
|
+0.3%
|
|
|
14
|
Fortem Financial Group
Palm Desert,
California
|
$10.1M
|
+$186K
|
+4,076
|
+2%
|
|
|
15
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$9.33M
|
+$695K
|
+15,262
|
+8%
|
|
|
16
|
Atwood & Palmer
Kansas City,
Missouri
|
$8.24M
|
-$1.19M
|
-26,216
|
-13%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$6.11M
|
+$1.12M
|
+24,601
|
+23%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.09M
|
+$118K
|
+2,600
|
+2%
|
|
|
19
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.52M
|
-$1.57M
|
-34,481
|
-22%
|
|
|
20
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$5.09M
|
+$5.02M
|
+110,158
|
New
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$4.27M
|
+$104K
|
+2,290
|
+3%
|
|
|
22
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$3.86M
|
-$29.4K
|
-645
|
-0.8%
|
|
|
23
|
Advisory Services Network
Atlanta,
Georgia
|
$3.41M
|
-$155K
|
-3,393
|
-4%
|
|
|
24
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$3.25M
|
–
|
–
|
–
|
|
|
25
|
LPL Financial
San Diego,
California
|
$2.25M
|
+$315K
|
+6,923
|
+17%
|
|
