|
51
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$48.1M
|
-$5.85M
|
-38,044
|
-11%
|
|
|
52
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$48M
|
-$985K
|
-6,404
|
-2%
|
|
|
53
|
Probity Advisors
Dallas,
Texas
|
$46.9M
|
+$44.8M
|
+290,916
|
New
|
|
|
54
|
Halpern Financial
Ashburn,
Virginia
|
$45.5M
|
+$1.5M
|
+9,768
|
+4%
|
|
|
55
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.9M
|
-$156K
|
-1,011
|
-0.4%
|
|
|
56
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$43.9M
|
+$990K
|
+6,435
|
+2%
|
|
|
57
|
Frank Rimerman Advisors
Palo Alto,
California
|
$43.5M
|
–
|
–
|
–
|
|
|
58
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$43.3M
|
+$19.9M
|
+129,065
|
+93%
|
|
|
59
|
KeyBank National Association
Cleveland,
Ohio
|
$42M
|
-$823K
|
-5,348
|
-2%
|
|
|
60
|
Praetorian Wealth Management
Carmel,
California
|
$41.6M
|
+$648K
|
+4,212
|
+2%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$41.2M
|
+$1.06M
|
+6,874
|
+3%
|
|
|
62
|
LPWM LLC
Minneapolis,
Minnesota
|
$40.5M
|
+$245K
|
+1,592
|
+0.6%
|
|
|
63
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$38.8M
|
-$1.08M
|
-7,041
|
-3%
|
|
|
64
|
Relative Value Partners Group
|
$37.9M
|
-$829K
|
-5,390
|
-2%
|
|
|
65
|
Berkshire Money Management
Dalton,
Massachusetts
|
$37.8M
|
+$35.4K
|
+230
|
+0.1%
|
|
|
66
|
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
$37.2M
|
-$111M
|
-724,609
|
-76%
|
|
|
67
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$35.3M
|
+$6.24M
|
+40,570
|
+23%
|
|
|
68
|
Rockefeller Capital Management
New York
|
$34.8M
|
-$2.11M
|
-13,731
|
-6%
|
|
|
69
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$33.2M
|
+$487K
|
+3,163
|
+2%
|
|
|
70
|
Truist Financial
Charlotte,
North Carolina
|
$32.6M
|
-$1.69M
|
-10,988
|
-5%
|
|
|
71
|
United Capital Financial Advisors
Irving,
Texas
|
$32.4M
|
-$1.35M
|
-8,805
|
-4%
|
|
|
72
|
Regions Financial Corp
Birmingham,
Alabama
|
$31.8M
|
+$3.63M
|
+23,595
|
+14%
|
|
|
73
|
Warwick Investment Management
Bryan,
Texas
|
$28.7M
|
+$12.7M
|
+82,558
|
+86%
|
|
|
74
|
Quantitative Strategies
Calabasas,
California
|
$28.7M
|
+$27.4M
|
+178,216
|
New
|
|
|
75
|
Financial Life Advisors
San Antonio,
Texas
|
$28.6M
|
+$343K
|
+2,231
|
+1%
|
|
