|
51
|
KilterHowling LLC
Boulder,
Colorado
|
$14.5M
|
+$617K
|
+14,442
|
+5%
|
|
|
52
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
-$329K
|
-7,695
|
-2%
|
|
|
53
|
Trivium Point Advisory
Westport,
Connecticut
|
$13.7M
|
+$463K
|
+10,845
|
+4%
|
|
|
54
|
Stifel Financial
St. Louis,
Missouri
|
$13.4M
|
-$10.9K
|
-254
|
-0.1%
|
|
|
55
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$13.1M
|
-$8.46M
|
-197,873
|
-40%
|
|
|
56
|
Ameriprise
Minneapolis,
Minnesota
|
$12.9M
|
+$801K
|
+18,742
|
+7%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$12.2M
|
-$2.72M
|
-63,613
|
-18%
|
|
|
58
|
Atwood & Palmer
Kansas City,
Missouri
|
$12.2M
|
+$221K
|
+5,161
|
+2%
|
|
|
59
|
Partners Value Investments
Hamilton,
Bermuda
|
$10.5M
|
–
|
–
|
–
|
|
|
60
|
RiverFront Investment Group
Richmond,
Virginia
|
$10.4M
|
+$1.23M
|
+28,734
|
+14%
|
|
|
61
|
Clearstead Advisors
Cleveland,
Ohio
|
$10.4M
|
-$88.8K
|
-2,077
|
-0.9%
|
|
|
62
|
Sweeney & Michel
Chico,
California
|
$10.2M
|
+$437K
|
+10,225
|
+5%
|
|
|
63
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$10.2M
|
-$83K
|
-1,943
|
-0.8%
|
|
|
64
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$10.1M
|
+$2.9M
|
+67,924
|
+41%
|
|
|
65
|
Capstone Investment Advisors
New York
|
$9.84M
|
-$8.29M
|
-194,000
|
-46%
|
|
|
66
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$9.82M
|
+$433K
|
+10,134
|
+5%
|
|
|
67
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$9.71M
|
+$228K
|
+5,324
|
+2%
|
|
|
68
|
Merit Financial Group
Alpharetta,
Georgia
|
$9.56M
|
-$362K
|
-8,466
|
-4%
|
|
|
69
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$9.28M
|
+$1.36M
|
+31,867
|
+18%
|
|
|
70
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$9.17M
|
+$1.39M
|
+32,489
|
+18%
|
|
|
71
|
Peak Financial Management
Wellesley,
Massachusetts
|
$9.1M
|
+$204K
|
+4,771
|
+2%
|
|
|
72
|
New York Life Investment Management
New York
|
$9.03M
|
+$384K
|
+8,992
|
+5%
|
|
|
73
|
Powers Advisory Group
Highland,
Illinois
|
$8.99M
|
+$209K
|
+4,889
|
+2%
|
|
|
74
|
Fairview Capital Investment Management
Greenbrae,
California
|
$8.59M
|
-$596K
|
-13,955
|
-7%
|
|
|
75
|
Summit Wealth Partners
Orlando,
Florida
|
$8.58M
|
-$339K
|
-7,927
|
-4%
|
|
