|
26
|
Welch & Forbes
Boston,
Massachusetts
|
$5.32M
|
+$100K
|
+2,000
|
+2%
|
|
|
27
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$5.31M
|
+$2.65M
|
+53,036
|
+100%
|
|
|
28
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$4.76M
|
+$4.77M
|
+95,337
|
New
|
|
|
29
|
TAGStone Capital
Charlotte,
North Carolina
|
$4.59M
|
+$4.6M
|
+91,975
|
New
|
|
|
30
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.47M
|
+$4.48M
|
+89,576
|
New
|
|
|
31
|
Clarius Group LLC
Seattle,
Washington
|
$4.41M
|
+$671K
|
+13,404
|
+18%
|
|
|
32
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$4.26M
|
+$4.27M
|
+85,335
|
New
|
|
|
33
|
Resource Management
Metairie,
Louisiana
|
$4.01M
|
+$616K
|
+12,308
|
+18%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$3.98M
|
-$659K
|
-13,165
|
-14%
|
|
|
35
|
TIAA FSB
Jacksonville,
Florida
|
$3.97M
|
+$3.98M
|
+79,500
|
New
|
|
|
36
|
Mengis Capital Management
Portland,
Oregon
|
$3.2M
|
+$847K
|
+16,940
|
+36%
|
|
|
37
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$3.11M
|
+$1.13M
|
+22,569
|
+57%
|
|
|
38
|
HM Payson & Co
Portland,
Maine
|
$3.01M
|
-$1.55M
|
-30,900
|
-34%
|
|
|
39
|
Mariner
Overland Park,
Kansas
|
$2.87M
|
+$2.88M
|
+57,513
|
New
|
|
|
40
|
CVA Family Office
Denver,
Colorado
|
$2.81M
|
+$2.81M
|
+56,171
|
New
|
|
|
41
|
Roundview Capital
Princeton,
New Jersey
|
$2.77M
|
+$728K
|
+14,549
|
+36%
|
|
|
42
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.76M
|
+$2.76M
|
+55,200
|
New
|
|
|
43
|
Gradient Capital Advisors
San Diego,
California
|
$2.67M
|
+$711K
|
+14,209
|
+36%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.65M
|
-$14.7M
|
-293,895
|
-85%
|
|
|
45
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.56M
|
+$1.94M
|
+38,850
|
+313%
|
|
|
46
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$2.5M
|
+$1.09M
|
+21,822
|
+77%
|
|
|
47
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$2.44M
|
-$271K
|
-5,425
|
-10%
|
|
|
48
|
Willis Johnson & Associates
Houston,
Texas
|
$2.4M
|
+$434K
|
+8,670
|
+22%
|
|
|
49
|
Valmark Advisers
Akron,
Ohio
|
$2.36M
|
+$887K
|
+17,734
|
+60%
|
|
|
50
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.36M
|
-$5.55K
|
-111
|
-0.2%
|
|
