|
26
|
Eight 31 Financial
Midland,
Texas
|
$9.5M
|
+$461K
|
+20,996
|
+5%
|
|
|
27
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.35M
|
+$877K
|
+39,912
|
+10%
|
|
|
28
|
Waycross Investment Management
Bellingham,
Washington
|
$9.32M
|
+$90.4K
|
+4,114
|
+1%
|
|
|
29
|
HM Payson & Co
Portland,
Maine
|
$8.88M
|
+$8.74M
|
+397,769
|
+5,752%
|
|
|
30
|
Shelton Wealth Management
Fort Worth,
Texas
|
$8.73M
|
+$546K
|
+24,866
|
+7%
|
|
|
31
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$7.64M
|
+$945K
|
+43,013
|
+14%
|
|
|
32
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.44M
|
+$477K
|
+21,692
|
+7%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.64M
|
+$1.26M
|
+57,354
|
+23%
|
|
|
34
|
Fagan Associates
Troy,
New York
|
$6.5M
|
+$23.2K
|
+1,056
|
+0.4%
|
|
|
35
|
Spreng Capital Management
Bucyrus,
Ohio
|
$6.45M
|
+$342K
|
+15,570
|
+6%
|
|
|
36
|
|
$6.37M
|
+$2.53M
|
+115,175
|
+66%
|
|
|
37
|
Foronjy Financial
Santa Barbara,
California
|
$6.35M
|
+$337K
|
+15,342
|
+6%
|
|
|
38
|
Central Trust Company
Jefferson City,
Missouri
|
$5.62M
|
-$774K
|
-35,206
|
-12%
|
|
|
39
|
Rebalance
Palo Alto,
California
|
$5.61M
|
+$1.03M
|
+46,663
|
+22%
|
|
|
40
|
Park Avenue Securities
New York
|
$5.61M
|
+$1.71M
|
+77,874
|
+44%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.05M
|
+$646K
|
+29,418
|
+15%
|
|
|
42
|
Stockman Wealth Management
Billings,
Montana
|
$4.91M
|
+$368K
|
+16,744
|
+8%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$4.59M
|
+$688K
|
+31,306
|
+18%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.44M
|
-$829K
|
-37,732
|
-16%
|
|
|
45
|
Belpointe Asset Management
Reno,
Nevada
|
$4.14M
|
+$3.4M
|
+154,574
|
+455%
|
|
|
46
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.06M
|
+$1.51M
|
+68,858
|
+59%
|
|
|
47
|
BIP Wealth
Atlanta,
Georgia
|
$4.05M
|
+$4.05M
|
+184,474
|
New
|
|
|
48
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.96M
|
-$7.48M
|
-340,468
|
-65%
|
|
|
49
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.88M
|
+$305K
|
+13,882
|
+9%
|
|
|
50
|
Financial Engines Advisors
Santa Clara,
California
|
$3.73M
|
+$1.39M
|
+63,067
|
+59%
|
|
