|
51
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$27.4M
|
-$944K
|
-62,826
|
-4%
|
|
|
52
|
LPL Financial
San Diego,
California
|
$26M
|
+$1.04M
|
+69,318
|
+4%
|
|
|
53
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$25.8M
|
+$25.2M
|
+1,674,276
|
+3,067%
|
|
|
54
|
SYM Financial Corp
Winona Lake,
Indiana
|
$24.5M
|
+$186K
|
+12,351
|
+0.8%
|
|
|
55
|
Morningstar Investment Services
Chicago,
Illinois
|
$24.3M
|
+$978K
|
+65,091
|
+4%
|
|
|
56
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.6M
|
+$1.49M
|
+99,366
|
+7%
|
|
|
57
|
United Capital Financial Advisors
Irving,
Texas
|
$23.3M
|
-$6.49M
|
-431,979
|
-22%
|
|
|
58
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$23.2M
|
-$374K
|
-24,888
|
-2%
|
|
|
59
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$22.3M
|
+$4.06M
|
+270,384
|
+22%
|
|
|
60
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$22.3M
|
+$96.6K
|
+6,429
|
+0.4%
|
|
|
61
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21.9M
|
+$279K
|
+18,588
|
+1%
|
|
|
62
|
EWG Elevate
Roseville,
California
|
$21.9M
|
+$454K
|
+30,222
|
+2%
|
|
|
63
|
Pasadena Private Wealth
Pasadena,
California
|
$21.3M
|
+$21.4M
|
+1,426,773
|
New
|
|
|
64
|
Wells Fargo
San Francisco,
California
|
$21.2M
|
+$2.12M
|
+141,093
|
+11%
|
|
|
65
|
First National Corp
Rockland,
Massachusetts
|
$20.3M
|
+$5.65M
|
+376,047
|
+38%
|
|
|
66
|
Belpointe Asset Management
Reno,
Nevada
|
$20M
|
+$17.8M
|
+1,183,653
|
+750%
|
|
|
67
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$19.9M
|
-$183K
|
-12,165
|
-0.9%
|
|
|
68
|
Bartlett & Co
Cincinnati,
Ohio
|
$19.9M
|
-$183K
|
-12,165
|
-0.9%
|
|
|
69
|
Strategic Advisors
New York
|
$19.2M
|
-$808K
|
-53,757
|
-4%
|
|
|
70
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$19.2M
|
+$3.03M
|
+201,312
|
+19%
|
|
|
71
|
UBS Group
Zurich,
Switzerland
|
$19.2M
|
+$435K
|
+28,953
|
+2%
|
|
|
72
|
|
$19M
|
+$13.5M
|
+895,809
|
+249%
|
|
|
73
|
Truepoint Inc
Cincinnati,
Ohio
|
$18.8M
|
–
|
–
|
–
|
|
|
74
|
Cobblestone Capital Advisors
Rochester,
New York
|
$17.6M
|
+$141K
|
+9,360
|
+0.8%
|
|
|
75
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.3M
|
+$8.1M
|
+538,731
|
+87%
|
|
