|
51
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$14.5M
|
-$4.38M
|
-103,577
|
-23%
|
|
|
52
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$14.1M
|
-$14.1K
|
-332
|
-0.1%
|
|
|
53
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$13.8M
|
+$13.7M
|
+323,657
|
New
|
|
|
54
|
Park Avenue Securities
New York
|
$13.3M
|
+$3.62M
|
+85,481
|
+38%
|
|
|
55
|
KilterHowling LLC
Boulder,
Colorado
|
$13.2M
|
+$352K
|
+8,313
|
+3%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
-$5.52M
|
-130,472
|
-30%
|
|
|
57
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.2M
|
-$21.9M
|
-517,605
|
-64%
|
|
|
58
|
Stifel Financial
St. Louis,
Missouri
|
$12M
|
-$2.81M
|
-66,439
|
-19%
|
|
|
59
|
Atwood & Palmer
Kansas City,
Missouri
|
$11.8M
|
+$145K
|
+3,420
|
+1%
|
|
|
60
|
Trivium Point Advisory
Westport,
Connecticut
|
$11.8M
|
+$362K
|
+8,546
|
+3%
|
|
|
61
|
Partners Value Investments
Hamilton,
Bermuda
|
$10.3M
|
–
|
–
|
–
|
|
|
62
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
-$672K
|
-15,876
|
-6%
|
|
|
63
|
Merit Financial Group
Alpharetta,
Georgia
|
$9.79M
|
+$8.67M
|
+204,711
|
+750%
|
|
|
64
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.68M
|
+$8.35M
|
+197,356
|
+653%
|
|
|
65
|
Sweeney & Michel
Chico,
California
|
$9.33M
|
+$9.37M
|
+221,396
|
New
|
|
|
66
|
Fairview Capital Investment Management
Greenbrae,
California
|
$9.29M
|
+$484K
|
+11,430
|
+6%
|
|
|
67
|
Conning Inc
Hartford,
Connecticut
|
$8.94M
|
–
|
–
|
–
|
|
|
68
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.78M
|
+$182K
|
+4,292
|
+2%
|
|
|
69
|
Graypoint LLC
Albany,
New York
|
$8.72M
|
-$4.3M
|
-101,642
|
-33%
|
|
|
70
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$8.62M
|
+$718K
|
+16,954
|
+9%
|
|
|
71
|
|
$8.6M
|
+$1.91M
|
+45,153
|
+29%
|
|
|
72
|
Summit Wealth Partners
Orlando,
Florida
|
$8.44M
|
-$179K
|
-4,230
|
-2%
|
|
|
73
|
|
$8.44M
|
+$3.97M
|
+93,841
|
+90%
|
|
|
74
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8.35M
|
+$7.54M
|
+178,188
|
+982%
|
|
|
75
|
Ninety One (UK)
London,
United Kingdom
|
$8.35M
|
–
|
–
|
–
|
|
