|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$42.4M
|
+$1.3M
|
+35,521
|
+3%
|
|
|
2
|
Novare Capital Management
Charlotte,
North Carolina
|
$25.3M
|
+$1.25M
|
+34,041
|
+5%
|
|
|
3
|
Watchman Group
Plano,
Texas
|
$20.5M
|
+$164K
|
+4,456
|
+0.8%
|
|
|
4
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$11.7M
|
+$3.13M
|
+85,121
|
+34%
|
|
|
5
|
|
$9.66M
|
-$3.74M
|
-101,837
|
-27%
|
|
|
6
|
Fulton Bank
Lancaster,
Pennsylvania
|
$8.34M
|
+$385K
|
+10,471
|
+5%
|
|
|
7
|
Atwood & Palmer
Kansas City,
Missouri
|
$7.3M
|
+$868K
|
+23,638
|
+13%
|
|
|
8
|
Acima Private Wealth
Richmond,
Virginia
|
$7.18M
|
+$4.23M
|
+115,049
|
+128%
|
|
|
9
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.58M
|
-$717K
|
-19,515
|
-11%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.42M
|
+$187K
|
+5,096
|
+4%
|
|
|
11
|
MML Investors Services
Springfield,
Massachusetts
|
$4.29M
|
+$136K
|
+3,698
|
+3%
|
|
|
12
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$3.89M
|
+$903K
|
+24,585
|
+28%
|
|
|
13
|
|
$3.24M
|
+$600K
|
+16,329
|
+21%
|
|
|
14
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$3.2M
|
+$392K
|
+10,665
|
+13%
|
|
|
15
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$2.39M
|
-$14.7K
|
-400
|
-0.6%
|
|
|
16
|
Advisory Services Network
Atlanta,
Georgia
|
$2.17M
|
-$17.3K
|
-472
|
-0.8%
|
|
|
17
|
OneAscent Family Office
Birmingham,
Alabama
|
$2.13M
|
+$2.23M
|
+60,620
|
New
|
|
|
18
|
InTrack Investment Management
South Burlington,
Vermont
|
$1.74M
|
-$188K
|
-5,104
|
-9%
|
|
|
19
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$1.14M
|
-$10.7K
|
-292
|
-0.9%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$920K
|
+$74.5K
|
+2,027
|
+8%
|
|
|
21
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$689K
|
–
|
–
|
–
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$376K
|
-$28.7K
|
-781
|
-7%
|
|
|
23
|
CIBC World Market
Toronto,
Ontario, Canada
|
$359K
|
-$24.8K
|
-675
|
-6%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$351K
|
+$50.6K
|
+1,376
|
+16%
|
|
|
25
|
MGO One Seven
Beachwood,
Ohio
|
$292K
|
+$2.28K
|
+62
|
+0.7%
|
|
