|
51
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.5M
|
+$11.3M
|
+478,935
|
New
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
-$50.6K
|
-2,146
|
-0.5%
|
|
|
53
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$10.9M
|
+$3.28M
|
+138,809
|
+44%
|
|
|
54
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$10.8M
|
+$552K
|
+23,375
|
+5%
|
|
|
55
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$10.5M
|
+$275K
|
+11,640
|
+3%
|
|
|
56
|
Farther Finance Advisors
San Francisco,
California
|
$10.4M
|
+$3.75M
|
+158,959
|
+58%
|
|
|
57
|
Waterloo Capital
Austin,
Texas
|
$9.49M
|
+$5.87M
|
+248,712
|
+170%
|
|
|
58
|
Iowa State Bank
Urbandale,
Iowa
|
$8.89M
|
+$5.7M
|
+241,422
|
+188%
|
|
|
59
|
5th Street Advisors
Southport,
Connecticut
|
$8.73M
|
+$1.86M
|
+78,822
|
+28%
|
|
|
60
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$8.27M
|
-$13.8K
|
-585
|
-0.2%
|
|
|
61
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.27M
|
-$603K
|
-25,544
|
-7%
|
|
|
62
|
State Street
Boston,
Massachusetts
|
$8.06M
|
-$15.3M
|
-646,701
|
-66%
|
|
|
63
|
Inspire Advisors
Meridian,
Idaho
|
$7.75M
|
+$7.6M
|
+322,047
|
New
|
|
|
64
|
Horizon Investment Services
Hammond,
Indiana
|
$7.69M
|
+$887K
|
+37,574
|
+13%
|
|
|
65
|
Renaissance Technologies
New York
|
$7.61M
|
-$5.26M
|
-223,100
|
-41%
|
|
|
66
|
Principal Securities
Des Moines,
Iowa
|
$7.5M
|
+$6.68M
|
+282,942
|
+979%
|
|
|
67
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$7.36M
|
-$54.8K
|
-2,322
|
-0.8%
|
|
|
68
|
|
$7.36M
|
+$7.22M
|
+306,000
|
New
|
|
|
69
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.17M
|
+$34.2K
|
+1,448
|
+0.5%
|
|
|
70
|
Omega Financial Group
Santa Barbara,
California
|
$7.1M
|
+$6.96M
|
+295,140
|
New
|
|
|
71
|
UBS Group
Zurich,
Switzerland
|
$6.9M
|
+$886K
|
+37,547
|
+15%
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$6.9M
|
-$523K
|
-22,176
|
-7%
|
|
|
73
|
Winthrop Capital Management
Carmel,
Indiana
|
$6.68M
|
-$10.9K
|
-462
|
-0.2%
|
|
|
74
|
Strategic Financial Planning
Plano,
Texas
|
$6.58M
|
+$292K
|
+12,362
|
+5%
|
|
|
75
|
ProVise Management Group
Clearwater,
Florida
|
$6.39M
|
+$335K
|
+14,186
|
+6%
|
|
