|
76
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$25.6M
|
+$25.7M
|
+255,432
|
New
|
|
|
77
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$25.4M
|
+$17.8M
|
+177,060
|
+232%
|
|
|
78
|
Pecaut & Co
Sioux City,
Iowa
|
$25.2M
|
-$1M
|
-9,959
|
-4%
|
|
|
79
|
Mariner
Overland Park,
Kansas
|
$25.1M
|
+$7.64M
|
+76,071
|
+44%
|
|
|
80
|
Omnia Family Wealth
Aventura,
Florida
|
$24.7M
|
+$18.1M
|
+180,686
|
+275%
|
|
|
81
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$24.5M
|
-$756K
|
-7,533
|
-3%
|
|
|
82
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$24.2M
|
-$10.2M
|
-101,540
|
-30%
|
|
|
83
|
Atria Investments
Charlotte,
North Carolina
|
$23.4M
|
+$3.99M
|
+39,691
|
+21%
|
|
|
84
|
Astor Investment Management
Chicago,
Illinois
|
$22.8M
|
-$1.4M
|
-13,980
|
-6%
|
|
|
85
|
Tortoise Investment Management
White Plains,
New York
|
$22.6M
|
+$643K
|
+6,402
|
+3%
|
|
|
86
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$22M
|
+$5.2M
|
+51,772
|
+31%
|
|
|
87
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$22M
|
-$870K
|
-8,660
|
-4%
|
|
|
88
|
Baker Avenue Asset Management
San Francisco,
California
|
$21.7M
|
+$8.42M
|
+83,860
|
+63%
|
|
|
89
|
VitalStone Financial
Shavano Park,
Texas
|
$21.1M
|
-$872K
|
-8,681
|
-4%
|
|
|
90
|
Evermay Wealth Management
Arlington,
Virginia
|
$19.9M
|
+$18.5M
|
+183,751
|
+1,255%
|
|
|
91
|
Vickerman Investment Advisors
Spokane,
Washington
|
$19.6M
|
+$14.9M
|
+148,494
|
+318%
|
|
|
92
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$19.6M
|
+$19.6M
|
+195,138
|
New
|
|
|
93
|
Atria Wealth Solutions
New York
|
$19M
|
-$3.49M
|
-34,751
|
-16%
|
|
|
94
|
CWA Asset Management Group
Naples,
Florida
|
$18.9M
|
+$1.8M
|
+17,935
|
+11%
|
|
|
95
|
Raffa Wealth Management
Washington,
District of Columbia
|
$18.7M
|
+$1.45M
|
+14,412
|
+8%
|
|
|
96
|
Truist Financial
Charlotte,
North Carolina
|
$18.2M
|
+$3.37M
|
+33,585
|
+23%
|
|
|
97
|
Centaurus Financial
Anaheim,
California
|
$17.8M
|
-$1.95M
|
-19,432
|
-10%
|
|
|
98
|
Kestra Advisory Services
Austin,
Texas
|
$17.7M
|
+$16.3M
|
+162,023
|
+1,128%
|
|
|
99
|
Clearstead Advisors
Cleveland,
Ohio
|
$17.6M
|
+$2.94M
|
+29,275
|
+20%
|
|
|
100
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$17.3M
|
+$625K
|
+6,228
|
+4%
|
|
