|
51
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$21.4M
|
+$10.9M
|
+368,971
|
+104%
|
|
|
52
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$21.4M
|
-$856K
|
-29,005
|
-4%
|
|
|
53
|
Concord Wealth Partners
Abingdon,
Virginia
|
$21.3M
|
+$9.28M
|
+314,442
|
+78%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$20.8M
|
-$3.11M
|
-105,457
|
-13%
|
|
|
55
|
Walker Financial Services
Bowling Green,
Kentucky
|
$20.3M
|
–
|
–
|
–
|
|
|
56
|
US Bancorp
Minneapolis,
Minnesota
|
$19.9M
|
+$1.61M
|
+54,516
|
+9%
|
|
|
57
|
Manning & Napier Group
Fairport,
New York
|
$19.5M
|
–
|
–
|
–
|
|
|
58
|
Trilogy Capital
Irvine,
California
|
$18.9M
|
+$648K
|
+21,980
|
+4%
|
|
|
59
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$18.8M
|
+$16.7M
|
+567,281
|
+828%
|
|
|
60
|
Willow Creek Wealth Management
Sebastopol,
California
|
$18.8M
|
+$1.19M
|
+40,204
|
+7%
|
|
|
61
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$18.7M
|
+$2.74M
|
+93,003
|
+17%
|
|
|
62
|
Pecaut & Co
Sioux City,
Iowa
|
$18.5M
|
+$262K
|
+8,885
|
+1%
|
|
|
63
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$18.2M
|
-$856K
|
-29,017
|
-5%
|
|
|
64
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$18M
|
+$10.3M
|
+347,964
|
+133%
|
|
|
65
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$17.6M
|
+$11M
|
+373,594
|
+170%
|
|
|
66
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$17.5M
|
+$637K
|
+21,577
|
+4%
|
|
|
67
|
Davenport & Co
Richmond,
Virginia
|
$16.6M
|
-$99.6K
|
-3,376
|
-0.6%
|
|
|
68
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$16.5M
|
-$1.25M
|
-42,430
|
-7%
|
|
|
69
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$16.2M
|
+$172K
|
+5,824
|
+1%
|
|
|
70
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$15.7M
|
–
|
–
|
–
|
|
|
71
|
Convergence Financial
Columbia,
Missouri
|
$15.7M
|
+$14.8M
|
+501,826
|
+1,895%
|
|
|
72
|
Occidental Asset Management
Burlingame,
California
|
$15.3M
|
-$7.67M
|
-259,857
|
-33%
|
|
|
73
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$14.5M
|
+$4.91M
|
+166,576
|
+51%
|
|
|
74
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$14.5M
|
-$109K
|
-3,701
|
-0.8%
|
|
|
75
|
Destiny Wealth Partners
Tavares,
Florida
|
$14.4M
|
-$184K
|
-6,228
|
-1%
|
|
