|
51
|
Systelligence LLC
Bloomington,
Minnesota
|
$13M
|
-$207K
|
-4,143
|
-2%
|
|
|
52
|
First International Bank & Trust
Watford City,
North Dakota
|
$13M
|
+$153K
|
+3,060
|
+1%
|
|
|
53
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.7M
|
-$1.09M
|
-21,852
|
-8%
|
|
|
54
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$12.3M
|
+$3.28M
|
+65,500
|
+36%
|
|
|
55
|
Kestra Private Wealth Services
Austin,
Texas
|
$11.6M
|
+$2.4M
|
+47,884
|
+26%
|
|
|
56
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$11.6M
|
-$781K
|
-15,610
|
-6%
|
|
|
57
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.1M
|
+$1.48M
|
+29,483
|
+15%
|
|
|
58
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.1M
|
-$261K
|
-5,224
|
-2%
|
|
|
59
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$11M
|
-$488K
|
-9,759
|
-4%
|
|
|
60
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$10.7M
|
-$59.7K
|
-1,193
|
-0.6%
|
|
|
61
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$10.7M
|
-$2.35M
|
-47,066
|
-18%
|
|
|
62
|
HighTower Advisors
Chicago,
Illinois
|
$10.6M
|
-$3.6M
|
-72,026
|
-25%
|
|
|
63
|
Family Management
New York
|
$10.3M
|
+$628K
|
+12,548
|
+6%
|
|
|
64
|
Keebeck Wealth Management
Chicago,
Illinois
|
$10.2M
|
–
|
–
|
–
|
|
|
65
|
Waverly Advisors
Birmingham,
Alabama
|
$9.73M
|
+$9.73M
|
+194,555
|
New
|
|
|
66
|
Belpointe Asset Management
Reno,
Nevada
|
$9.31M
|
+$8.54M
|
+170,715
|
+1,108%
|
|
|
67
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.11M
|
+$9.12M
|
+182,185
|
New
|
|
|
68
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$8.91M
|
+$7.1M
|
+141,912
|
+392%
|
|
|
69
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.72M
|
+$8.73M
|
+174,502
|
New
|
|
|
70
|
Snider Financial Group
Bellevue,
Washington
|
$8.67M
|
-$731K
|
-14,612
|
-8%
|
|
|
71
|
Cetera Advisor Networks
El Segundo,
California
|
$8.67M
|
+$3.75M
|
+74,891
|
+76%
|
|
|
72
|
RVW Wealth
Los Angeles,
California
|
$8.63M
|
+$249K
|
+4,973
|
+3%
|
|
|
73
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.51M
|
+$761K
|
+15,207
|
+10%
|
|
|
74
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.5M
|
-$2.82M
|
-56,320
|
-25%
|
|
|
75
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$8.46M
|
-$1.05M
|
-20,950
|
-11%
|
|
