|
51
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$20.1M
|
-$346K
|
-6,880
|
-2%
|
|
|
52
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$19.9M
|
-$526K
|
-10,445
|
-3%
|
|
|
53
|
Magnolia Wealth Management
Dothan,
Alabama
|
$19.9M
|
+$551K
|
+10,945
|
+3%
|
|
|
54
|
Waller Financial Planning Group
Columbus,
Ohio
|
$19.3M
|
+$19.5M
|
+386,791
|
New
|
|
|
55
|
WJ Wealth Management
Glendale,
Arizona
|
$19.2M
|
+$1.1M
|
+21,879
|
+6%
|
|
|
56
|
Baker Avenue Asset Management
San Francisco,
California
|
$18.9M
|
+$4.48M
|
+89,008
|
+31%
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$18.5M
|
+$201
|
+4
|
+0%
|
|
|
58
|
Keel Point
Huntsville,
Alabama
|
$18.4M
|
+$5.82M
|
+115,517
|
+46%
|
|
|
59
|
State Street
Boston,
Massachusetts
|
$18M
|
-$601K
|
-11,941
|
-3%
|
|
|
60
|
James Investment Research
Alpha,
Ohio
|
$17.7M
|
+$228K
|
+4,521
|
+1%
|
|
|
61
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.5M
|
+$14.2M
|
+281,389
|
+401%
|
|
|
62
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$17.5M
|
+$1.04M
|
+20,744
|
+6%
|
|
|
63
|
Willis Johnson & Associates
Houston,
Texas
|
$17.1M
|
-$2.08M
|
-41,314
|
-11%
|
|
|
64
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$16.4M
|
+$146K
|
+2,900
|
+0.9%
|
|
|
65
|
Allspring Global Investments
Charlotte,
North Carolina
|
$16.1M
|
–
|
–
|
–
|
|
|
66
|
Scotia Capital
Toronto,
Ontario, Canada
|
$16M
|
+$3.17M
|
+63,037
|
+24%
|
|
|
67
|
Renaissance Technologies
New York
|
$15.6M
|
+$1.38M
|
+27,477
|
+10%
|
|
|
68
|
Asio Capital
Lexington,
Kentucky
|
$15.4M
|
+$4.98M
|
+98,825
|
+47%
|
|
|
69
|
Probity Advisors
Dallas,
Texas
|
$15.4M
|
-$188K
|
-3,742
|
-1%
|
|
|
70
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$15M
|
-$1.84M
|
-36,491
|
-11%
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$15M
|
+$685K
|
+13,593
|
+5%
|
|
|
72
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$14.8M
|
-$1.94M
|
-38,619
|
-12%
|
|
|
73
|
Belpointe Asset Management
Reno,
Nevada
|
$14.2M
|
+$455K
|
+9,026
|
+3%
|
|
|
74
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$14.2M
|
+$1.32M
|
+26,127
|
+10%
|
|
|
75
|
IFP Advisors
Tampa,
Florida
|
$14M
|
–
|
–
|
–
|
|
