|
101
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$14.3M
|
-$2.93M
|
-60,598
|
-17%
|
|
|
102
|
RFG Advisory
Birmingham,
Alabama
|
$14.2M
|
-$2.35M
|
-48,624
|
-14%
|
|
|
103
|
Wakefield Asset Management
Englewood,
Colorado
|
$14.2M
|
-$1.3M
|
-26,828
|
-8%
|
|
|
104
|
Cetera Advisors
Denver,
Colorado
|
$14.2M
|
-$3.75M
|
-77,424
|
-21%
|
|
|
105
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$14.1M
|
-$2.64M
|
-54,570
|
-16%
|
|
|
106
|
Plancorp LLC
Saint Louis,
Missouri
|
$14M
|
-$968
|
-20
|
-0%
|
|
|
107
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$13.9M
|
+$5.7M
|
+117,690
|
+70%
|
|
|
108
|
Rockefeller Capital Management
New York
|
$13.7M
|
+$115K
|
+2,377
|
+0.8%
|
|
|
109
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$13.4M
|
-$4.12M
|
-85,066
|
-24%
|
|
|
110
|
West Wealth Group
Irvine,
California
|
$13M
|
-$2.23M
|
-46,150
|
-15%
|
|
|
111
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$13M
|
-$530K
|
-10,956
|
-4%
|
|
|
112
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$12.9M
|
-$407K
|
-8,400
|
-3%
|
|
|
113
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.8M
|
+$2.89M
|
+59,673
|
+29%
|
|
|
114
|
SteelPeak Wealth
Woodland Hills,
California
|
$12.6M
|
-$2.67M
|
-55,119
|
-18%
|
|
|
115
|
Cahill Financial Advisors
Edina,
Minnesota
|
$12.3M
|
+$1.31M
|
+26,976
|
+12%
|
|
|
116
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$12.1M
|
-$3.01M
|
-62,104
|
-20%
|
|
|
117
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$11.9M
|
-$689K
|
-14,229
|
-5%
|
|
|
118
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.9M
|
+$819K
|
+16,920
|
+7%
|
|
|
119
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.9M
|
+$9.67M
|
+199,797
|
+433%
|
|
|
120
|
Arete Wealth Advisors
Chicago,
Illinois
|
$11.7M
|
+$266K
|
+5,501
|
+2%
|
|
|
121
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$11.6M
|
+$226K
|
+4,674
|
+2%
|
|
|
122
|
Summit Trail Advisors
New York
|
$11.6M
|
-$496K
|
-10,247
|
-4%
|
|
|
123
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.4M
|
+$7.86M
|
+162,302
|
+222%
|
|
|
124
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$11.2M
|
+$18.1K
|
+374
|
+0.2%
|
|
|
125
|
Efficient Advisors
Mason,
Ohio
|
$11M
|
-$920K
|
-19,000
|
-8%
|
|
