|
51
|
Trivium Point Advisory
Westport,
Connecticut
|
$15.1M
|
+$2.95M
|
+69,460
|
+24%
|
|
|
52
|
Ascent Group
Virginia Beach,
Virginia
|
$14.3M
|
+$6.11M
|
+144,122
|
+75%
|
|
|
53
|
Belpointe Asset Management
Reno,
Nevada
|
$14.3M
|
+$1.29M
|
+30,338
|
+10%
|
|
|
54
|
Sweeney & Michel
Chico,
California
|
$14.2M
|
+$109K
|
+2,573
|
+0.8%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$13.4M
|
+$677K
|
+15,955
|
+5%
|
|
|
56
|
Ameriprise
Minneapolis,
Minnesota
|
$13.3M
|
+$1.32M
|
+31,022
|
+11%
|
|
|
57
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.9M
|
+$3.72M
|
+87,784
|
+41%
|
|
|
58
|
Foronjy Financial
Santa Barbara,
California
|
$12.8M
|
+$647K
|
+15,243
|
+5%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$12.6M
|
+$2.21M
|
+51,975
|
+21%
|
|
|
60
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$12.1M
|
-$275K
|
-6,482
|
-2%
|
|
|
61
|
S&A Financial Services
Overland Park,
Kansas
|
$11.9M
|
+$233K
|
+5,497
|
+2%
|
|
|
62
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$11.8M
|
+$835K
|
+19,685
|
+8%
|
|
|
63
|
Peak Financial Management
Wellesley,
Massachusetts
|
$11.5M
|
+$467K
|
+11,001
|
+4%
|
|
|
64
|
Clearstead Advisors
Cleveland,
Ohio
|
$11.5M
|
+$11.5M
|
+271,154
|
New
|
|
|
65
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$11.5M
|
+$529K
|
+12,458
|
+5%
|
|
|
66
|
Freestate Advisors
Overland Park,
Kansas
|
$11.2M
|
+$154K
|
+3,639
|
+1%
|
|
|
67
|
Waterloo Capital
Austin,
Texas
|
$10.8M
|
+$516K
|
+12,173
|
+5%
|
|
|
68
|
Powers Advisory Group
Highland,
Illinois
|
$10.7M
|
+$647K
|
+15,248
|
+6%
|
|
|
69
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$10.6M
|
–
|
–
|
–
|
|
|
70
|
|
$10.5M
|
-$1.85M
|
-43,641
|
-15%
|
|
|
71
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.4M
|
+$606K
|
+14,273
|
+6%
|
|
|
72
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.8M
|
-$397K
|
-9,368
|
-4%
|
|
|
73
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$9.72M
|
+$162K
|
+3,817
|
+2%
|
|
|
74
|
Merit Financial Group
Alpharetta,
Georgia
|
$9.14M
|
+$479K
|
+11,282
|
+6%
|
|
|
75
|
Cascade Financial Partners
San Diego,
California
|
$9.12M
|
+$327K
|
+7,704
|
+4%
|
|
