|
51
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
15,3 Mio. $
|
+487.600 $
|
+11.493
|
+3 %
|
|
|
52
|
Trivium Point Advisory
Westport,
Connecticut
|
15,1 Mio. $
|
+2,95 Mio. $
|
+69.460
|
+24 %
|
|
|
53
|
Ascent Group
Virginia Beach,
Virginia
|
14,3 Mio. $
|
+6,11 Mio. $
|
+144.122
|
+75 %
|
|
|
54
|
Belpointe Asset Management
Reno,
Nevada
|
14,3 Mio. $
|
+1,29 Mio. $
|
+30.338
|
+10 %
|
|
|
55
|
Sweeney & Michel
Chico,
California
|
14,2 Mio. $
|
+109.162 $
|
+2.573
|
+0,8 %
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
13,4 Mio. $
|
+676.904 $
|
+15.955
|
+5 %
|
|
|
57
|
Ameriprise
Minneapolis,
Minnesota
|
13,3 Mio. $
|
+1,32 Mio. $
|
+31.022
|
+11 %
|
|
|
58
|
Foronjy Financial
Santa Barbara,
California
|
12,8 Mio. $
|
+646.696 $
|
+15.243
|
+5 %
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
12,6 Mio. $
|
+2,21 Mio. $
|
+51.975
|
+21 %
|
|
|
60
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
12,1 Mio. $
|
-275.004 $
|
-6.482
|
-2 %
|
|
|
61
|
S&A Financial Services
Overland Park,
Kansas
|
11,9 Mio. $
|
+233.215 $
|
+5.497
|
+2 %
|
|
|
62
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
11,8 Mio. $
|
+835.152 $
|
+19.685
|
+8 %
|
|
|
63
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
11,7 Mio. $
|
+2,61 Mio. $
|
+61.497
|
+29 %
|
|
|
64
|
Peak Financial Management
Wellesley,
Massachusetts
|
11,5 Mio. $
|
+466.726 $
|
+11.001
|
+4 %
|
|
|
65
|
Clearstead Advisors
Cleveland,
Ohio
|
11,5 Mio. $
|
+11,5 Mio. $
|
+271.154
|
Neu
|
|
|
66
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
11,5 Mio. $
|
+528.541 $
|
+12.458
|
+5 %
|
|
|
67
|
Freestate Advisors
Overland Park,
Kansas
|
11,2 Mio. $
|
+154.387 $
|
+3.639
|
+1 %
|
|
|
68
|
Waterloo Capital
Austin,
Texas
|
10,8 Mio. $
|
+516.449 $
|
+12.173
|
+5 %
|
|
|
69
|
Powers Advisory Group
Highland,
Illinois
|
10,7 Mio. $
|
+646.909 $
|
+15.248
|
+6 %
|
|
|
70
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
10,6 Mio. $
|
–
|
–
|
–
|
|
|
71
|
|
10,5 Mio. $
|
-1,85 Mio. $
|
-43.641
|
-15 %
|
|
|
72
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
10,4 Mio. $
|
+605.543 $
|
+14.273
|
+6 %
|
|
|
73
|
Pathstone Holdings
Englewood,
New Jersey
|
9,8 Mio. $
|
-397.445 $
|
-9.368
|
-4 %
|
|
|
74
|
Kitching Partners
Conshohocken,
Pennsylvania
|
9,7 Mio. $
|
+161.939 $
|
+3.817
|
+2 %
|
|
|
75
|
Merit Financial Group
Alpharetta,
Georgia
|
9,14 Mio. $
|
+478.648 $
|
+11.282
|
+6 %
|
|
