|
51
|
Belpointe Asset Management
Reno,
Nevada
|
$13M
|
-$432K
|
-10,125
|
-3%
|
|
|
52
|
MGO One Seven
Beachwood,
Ohio
|
$12.8M
|
+$606K
|
+14,198
|
+5%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$12.7M
|
-$1.57M
|
-36,865
|
-11%
|
|
|
54
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$12.4M
|
-$570K
|
-13,346
|
-4%
|
|
|
55
|
|
$12.2M
|
-$1.8M
|
-42,282
|
-13%
|
|
|
56
|
Foronjy Financial
Santa Barbara,
California
|
$12.2M
|
+$349K
|
+8,174
|
+3%
|
|
|
57
|
Trivium Point Advisory
Westport,
Connecticut
|
$12.1M
|
-$3.05M
|
-71,485
|
-20%
|
|
|
58
|
Ameriprise
Minneapolis,
Minnesota
|
$12M
|
-$5.31M
|
-124,409
|
-30%
|
|
|
59
|
S&A Financial Services
Overland Park,
Kansas
|
$11.6M
|
+$11.7M
|
+274,785
|
New
|
|
|
60
|
Freestate Advisors
Overland Park,
Kansas
|
$11.1M
|
+$20K
|
+468
|
+0.2%
|
|
|
61
|
Peak Financial Management
Wellesley,
Massachusetts
|
$11M
|
+$525K
|
+12,298
|
+5%
|
|
|
62
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$10.9M
|
+$709K
|
+16,619
|
+7%
|
|
|
63
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$10.9M
|
+$5.43M
|
+127,299
|
+98%
|
|
|
64
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
$10.6M
|
-$32M
|
-750,000
|
-75%
|
|
|
65
|
Kestra Advisory Services
Austin,
Texas
|
$10.4M
|
+$913K
|
+21,388
|
+10%
|
|
|
66
|
Waterloo Capital
Austin,
Texas
|
$10.2M
|
-$925K
|
-21,679
|
-8%
|
|
|
67
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.2M
|
-$456K
|
-10,677
|
-4%
|
|
|
68
|
Powers Advisory Group
Highland,
Illinois
|
$10M
|
+$756K
|
+17,703
|
+8%
|
|
|
69
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.76M
|
-$370K
|
-8,658
|
-4%
|
|
|
70
|
Alesco Advisors
Pittsford,
New York
|
$9.64M
|
+$3.26M
|
+76,293
|
+50%
|
|
|
71
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$9.54M
|
-$692K
|
-16,213
|
-7%
|
|
|
72
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.45M
|
-$385K
|
-9,030
|
-4%
|
|
|
73
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.12M
|
+$6.45M
|
+151,129
|
+235%
|
|
|
74
|
Cascade Financial Partners
San Diego,
California
|
$8.78M
|
+$2.24M
|
+52,548
|
+34%
|
|
|
75
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.64M
|
+$3.04M
|
+71,245
|
+54%
|
|
