|
51
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2.3M
|
+$211K
|
+2,074
|
+10%
|
|
|
52
|
|
$2.26M
|
-$142K
|
-1,397
|
-6%
|
|
|
53
|
Silver Oak Advisory Group
Portland,
Oregon
|
$2.23M
|
+$200K
|
+1,966
|
+10%
|
|
|
54
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$2.06M
|
+$1.36M
|
+13,361
|
+196%
|
|
|
55
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2M
|
+$311K
|
+3,059
|
+18%
|
|
|
56
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.99M
|
-$96.6K
|
-951
|
-5%
|
|
|
57
|
HB Wealth Management
Atlanta,
Georgia
|
$1.99M
|
+$1.55M
|
+15,281
|
+364%
|
|
|
58
|
|
$1.91M
|
-$309K
|
-3,046
|
-14%
|
|
|
59
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.8M
|
+$1.79M
|
+17,663
|
New
|
|
|
60
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.77M
|
–
|
–
|
–
|
|
|
61
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.76M
|
+$497K
|
+4,897
|
+39%
|
|
|
62
|
Passive Capital Management
Baltimore,
Maryland
|
$1.75M
|
-$906K
|
-8,925
|
-34%
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$1.74M
|
+$1.39M
|
+13,717
|
+411%
|
|
|
64
|
Citadel Advisors
Miami,
Florida
|
$1.67M
|
+$540K
|
+5,315
|
+48%
|
|
|
65
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.66M
|
+$424K
|
+4,175
|
+35%
|
|
|
66
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$1.62M
|
+$445K
|
+4,383
|
+38%
|
|
|
67
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$1.58M
|
+$9.95K
|
+98
|
+0.6%
|
|
|
68
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.55M
|
+$26.4K
|
+260
|
+2%
|
|
|
69
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.54M
|
+$203K
|
+1,996
|
+15%
|
|
|
70
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.48M
|
+$76.6K
|
+754
|
+5%
|
|
|
71
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.44M
|
-$26.8K
|
-264
|
-2%
|
|
|
72
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.43M
|
+$82.8K
|
+815
|
+6%
|
|
|
73
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.42M
|
–
|
–
|
–
|
|
|
74
|
Single Point Partners
Boston,
Massachusetts
|
$1.41M
|
+$12.4K
|
+122
|
+0.9%
|
|
|
75
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.38M
|
+$28.2K
|
+278
|
+2%
|
|
