|
51
|
Truist Financial
Charlotte,
North Carolina
|
$14.6M
|
+$1.71M
|
+40,506
|
+13%
|
|
|
52
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.5M
|
-$34.9K
|
-830
|
-0.2%
|
|
|
53
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$14.5M
|
+$821K
|
+19,506
|
+6%
|
|
|
54
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$14.2M
|
+$209K
|
+4,963
|
+1%
|
|
|
55
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
+$1.83M
|
+43,448
|
+15%
|
|
|
56
|
KilterHowling LLC
Boulder,
Colorado
|
$13.5M
|
+$406K
|
+9,642
|
+3%
|
|
|
57
|
Stifel Financial
St. Louis,
Missouri
|
$13.1M
|
+$1.14M
|
+27,191
|
+10%
|
|
|
58
|
Trivium Point Advisory
Westport,
Connecticut
|
$13M
|
+$1.24M
|
+29,534
|
+11%
|
|
|
59
|
Ameriprise
Minneapolis,
Minnesota
|
$11.7M
|
+$1.68M
|
+39,836
|
+17%
|
|
|
60
|
Atwood & Palmer
Kansas City,
Missouri
|
$11.6M
|
-$136K
|
-3,232
|
-1%
|
|
|
61
|
|
$10.9M
|
+$2.37M
|
+56,318
|
+28%
|
|
|
62
|
Partners Value Investments
Hamilton,
Bermuda
|
$10.2M
|
–
|
–
|
–
|
|
|
63
|
Clearstead Advisors
Cleveland,
Ohio
|
$10.2M
|
+$10.1M
|
+240,826
|
+98,296%
|
|
|
64
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$10M
|
+$1.79M
|
+42,460
|
+22%
|
|
|
65
|
Atria Wealth Solutions
New York
|
$9.67M
|
+$2.72M
|
+64,613
|
+39%
|
|
|
66
|
Merit Financial Group
Alpharetta,
Georgia
|
$9.65M
|
-$141K
|
-3,353
|
-1%
|
|
|
67
|
Sweeney & Michel
Chico,
California
|
$9.52M
|
+$172K
|
+4,082
|
+2%
|
|
|
68
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$9.21M
|
+$659K
|
+15,653
|
+8%
|
|
|
69
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$9.19M
|
+$900K
|
+21,373
|
+11%
|
|
|
70
|
Courier Capital
Buffalo,
New York
|
$9.12M
|
+$1.46M
|
+34,795
|
+19%
|
|
|
71
|
Fairview Capital Investment Management
Greenbrae,
California
|
$8.94M
|
-$269K
|
-6,399
|
-3%
|
|
|
72
|
RiverFront Investment Group
Richmond,
Virginia
|
$8.92M
|
+$1.84M
|
+43,794
|
+26%
|
|
|
73
|
Conning Inc
Hartford,
Connecticut
|
$8.87M
|
–
|
–
|
–
|
|
|
74
|
Summit Wealth Partners
Orlando,
Florida
|
$8.67M
|
+$297K
|
+7,045
|
+4%
|
|
|
75
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.64M
|
-$70.7K
|
-1,679
|
-0.8%
|
|
