|
51
|
Pathstone Family Office
Englewood,
New Jersey
|
$16.9M
|
+$16.9M
|
+168,317
|
New
|
|
|
52
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$16.7M
|
+$16.7M
|
+166,552
|
New
|
|
|
53
|
Clearstead Advisors
Cleveland,
Ohio
|
$16.2M
|
+$16.2M
|
+161,400
|
New
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$15.3M
|
+$11.2M
|
+111,966
|
+274%
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.9M
|
+$7.52M
|
+75,095
|
+102%
|
|
|
56
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$14.7M
|
-$14.4M
|
-143,420
|
-49%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$14.4M
|
+$14.4M
|
+143,868
|
+248,048%
|
|
|
58
|
Merriman Wealth Management
Seattle,
Washington
|
$14.3M
|
-$133M
|
-1,327,299
|
-90%
|
|
|
59
|
Meeder Asset Management
Dublin,
Ohio
|
$14.2M
|
+$125K
|
+1,252
|
+0.9%
|
|
|
60
|
Tortoise Investment Management
White Plains,
New York
|
$13.9M
|
+$2.73M
|
+27,288
|
+25%
|
|
|
61
|
Capricorn Fund Managers
London,
United Kingdom
|
$13.7M
|
–
|
–
|
–
|
|
|
62
|
Cabana LLC
Fayetteville,
Arkansas
|
$13.7M
|
+$13.7M
|
+137,089
|
New
|
|
|
63
|
Titan Managers
Scottsdale,
Arizona
|
$13.6M
|
-$641K
|
-6,393
|
-5%
|
|
|
64
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$13.4M
|
+$13M
|
+129,537
|
+3,378%
|
|
|
65
|
Oppenheimer Asset Management
New York
|
$13.2M
|
+$5.85M
|
+58,406
|
+79%
|
|
|
66
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$12.9M
|
+$1.67M
|
+16,668
|
+15%
|
|
|
67
|
Cypress Capital
Franklin,
Tennessee
|
$12.8M
|
+$12.8M
|
+127,523
|
New
|
|
|
68
|
IFP Advisors
Tampa,
Florida
|
$12.7M
|
+$12.6M
|
+126,164
|
+12,491%
|
|
|
69
|
Brookstone Capital Management
Wheaton,
Illinois
|
$12.1M
|
+$1.7M
|
+16,968
|
+16%
|
|
|
70
|
Advisors Preferred
Rockville,
Maryland
|
$11.6M
|
+$611K
|
+6,100
|
+6%
|
|
|
71
|
Clayton Partners
Berkeley,
California
|
$11.2M
|
+$11.2M
|
+111,574
|
New
|
|
|
72
|
Transatlantique Private Wealth
New York
|
$11M
|
+$12.6M
|
+125,893
|
+543%
|
|
|
73
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$10.5M
|
+$1.9M
|
+18,927
|
+22%
|
|
|
74
|
Raffa Wealth Management
Washington,
District of Columbia
|
$10M
|
+$1.24M
|
+12,355
|
+14%
|
|
|
75
|
Perigon Wealth Management
San Francisco,
California
|
$10M
|
+$1.58M
|
+15,758
|
+19%
|
|
