|
26
|
Stratos Investment Management
Beachwood,
Ohio
|
$14.5M
|
+$953K
|
+31,263
|
+7%
|
|
|
27
|
Iron Horse Wealth Management
Johston,
Iowa
|
$14.4M
|
+$723K
|
+23,713
|
+5%
|
|
|
28
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$13.5M
|
+$440K
|
+14,434
|
+3%
|
|
|
29
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.9M
|
+$734K
|
+24,075
|
+6%
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
-$461K
|
-15,116
|
-3%
|
|
|
31
|
Renaissance Technologies
New York
|
$12M
|
-$13.6M
|
-447,200
|
-53%
|
|
|
32
|
Portland Global Advisors
Portland,
Maine
|
$11.6M
|
-$113K
|
-3,705
|
-1%
|
|
|
33
|
WESCAP Management Group
Glendale,
California
|
$11.1M
|
+$1.65M
|
+54,256
|
+18%
|
|
|
34
|
Cornerstone Management
Duluth,
Georgia
|
$11M
|
+$980K
|
+32,136
|
+10%
|
|
|
35
|
New York Life Investment Management
New York
|
$11M
|
+$976K
|
+32,015
|
+10%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$10.9M
|
-$809K
|
-26,534
|
-7%
|
|
|
37
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$9.73M
|
-$2.6M
|
-85,297
|
-21%
|
|
|
38
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$9.17M
|
-$3.19M
|
-104,774
|
-26%
|
|
|
39
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$8.92M
|
+$336K
|
+11,015
|
+4%
|
|
|
40
|
Courier Capital
Buffalo,
New York
|
$8.92M
|
-$220K
|
-7,222
|
-2%
|
|
|
41
|
V Wealth Advisors
Overland Park,
Kansas
|
$8.81M
|
+$8.83M
|
+289,612
|
New
|
|
|
42
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.75M
|
+$1.81M
|
+59,258
|
+26%
|
|
|
43
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$8.72M
|
–
|
–
|
–
|
|
|
44
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$8.71M
|
-$137K
|
-4,480
|
-2%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$8.64M
|
-$2.47M
|
-81,079
|
-22%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.63M
|
-$7.1M
|
-233,072
|
-45%
|
|
|
47
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$8.42M
|
-$277K
|
-9,075
|
-3%
|
|
|
48
|
Dean Investment Associates
Beavercreek,
Ohio
|
$8.37M
|
+$47.9K
|
+1,573
|
+0.6%
|
|
|
49
|
Advisory Alpha
Holland,
Michigan
|
$8.36M
|
-$109K
|
-3,574
|
-1%
|
|
|
50
|
Penobscot Investment Management
Boston,
Massachusetts
|
$8.3M
|
-$573K
|
-18,810
|
-6%
|
|
