|
1
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$61.4M
|
+$8.61M
|
+209,973
|
+17%
|
|
|
2
|
Novare Capital Management
Charlotte,
North Carolina
|
$34.1M
|
+$2.66M
|
+64,907
|
+9%
|
|
|
3
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$29.4M
|
-$20K
|
-487
|
-0.1%
|
|
|
4
|
Watchman Group
Plano,
Texas
|
$27.1M
|
+$833K
|
+20,330
|
+3%
|
|
|
5
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$18.5M
|
+$1.68M
|
+40,902
|
+10%
|
|
|
6
|
Fulton Bank
Lancaster,
Pennsylvania
|
$11.6M
|
+$538K
|
+13,126
|
+5%
|
|
|
7
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11M
|
+$6.27M
|
+152,946
|
+148%
|
|
|
8
|
Acima Private Wealth
Richmond,
Virginia
|
$10.3M
|
+$294K
|
+7,168
|
+3%
|
|
|
9
|
Atwood & Palmer
Kansas City,
Missouri
|
$9.01M
|
+$92.7K
|
+2,261
|
+1%
|
|
|
10
|
|
$7.35M
|
+$506K
|
+12,342
|
+8%
|
|
|
11
|
Old Port Advisors
Portland,
Maine
|
$7.32M
|
+$6.78M
|
+165,431
|
+2,785%
|
|
|
12
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.69M
|
+$227K
|
+5,536
|
+4%
|
|
|
13
|
|
$5.73M
|
+$1.74M
|
+42,488
|
+46%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.44M
|
-$451
|
-11
|
-0%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$4.84M
|
-$479K
|
-11,687
|
-9%
|
|
|
16
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$4.64M
|
+$2.5M
|
+60,879
|
+127%
|
|
|
17
|
Advisory Services Network
Atlanta,
Georgia
|
$3.35M
|
+$710K
|
+17,313
|
+28%
|
|
|
18
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$3.32M
|
+$28.7K
|
+700
|
+0.9%
|
|
|
19
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$3.04M
|
+$9.88K
|
+241
|
+0.3%
|
|
|
20
|
OneAscent Family Office
Birmingham,
Alabama
|
$2.59M
|
–
|
–
|
–
|
|
|
21
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$1.51M
|
+$105K
|
+2,552
|
+8%
|
|
|
22
|
Quantinno Capital Management
New York
|
$1.33M
|
+$1.28M
|
+31,122
|
New
|
|
|
23
|
LPL Financial
San Diego,
California
|
$1.26M
|
+$751K
|
+18,323
|
+165%
|
|
|
24
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$897K
|
–
|
–
|
–
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$868K
|
-$160K
|
-3,914
|
-16%
|
|
