|
51
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$20M
|
+$41.5K
|
+1,396
|
+0.2%
|
|
|
52
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$19.9M
|
-$2.39M
|
-80,384
|
-23%
|
|
|
53
|
Winthrop Capital Management
Carmel,
Indiana
|
$19.4M
|
-$436K
|
-14,648
|
-2%
|
|
|
54
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$19.2M
|
+$4.68M
|
+157,281
|
+32%
|
|
|
55
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$19M
|
+$4.87M
|
+163,750
|
+34%
|
|
|
56
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$18.7M
|
-$35.5K
|
-1,194
|
-0.2%
|
|
|
57
|
BIP Wealth
Atlanta,
Georgia
|
$18.7M
|
-$1.74M
|
-58,427
|
-8%
|
|
|
58
|
Waverly Advisors
Birmingham,
Alabama
|
$17.2M
|
+$17.2M
|
+576,849
|
New
|
|
|
59
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.9M
|
-$2.99M
|
-100,356
|
-15%
|
|
|
60
|
Manning & Napier Group
Fairport,
New York
|
$16.6M
|
–
|
–
|
–
|
|
|
61
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$16.5M
|
+$799K
|
+26,862
|
+5%
|
|
|
62
|
Occidental Asset Management
Burlingame,
California
|
$16.3M
|
+$2.1M
|
+70,741
|
+15%
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$16.2M
|
-$2.34M
|
-78,670
|
-13%
|
|
|
64
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$15.8M
|
–
|
–
|
–
|
|
|
65
|
Private Advisor Group
Morristown,
New Jersey
|
$14.6M
|
-$2.11M
|
-70,877
|
-13%
|
|
|
66
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$14.3M
|
+$2.77M
|
+92,998
|
+24%
|
|
|
67
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$14.3M
|
+$761K
|
+25,576
|
+6%
|
|
|
68
|
Charles Schwab
San Francisco,
California
|
$14M
|
-$2.21M
|
-74,443
|
-14%
|
|
|
69
|
Hardy Reed
Tupelo,
Mississippi
|
$13.8M
|
-$59.5K
|
-2,000
|
-0.4%
|
|
|
70
|
Portfolio Strategies
Monsey,
New York
|
$13.8M
|
+$13.8M
|
+464,852
|
New
|
|
|
71
|
Whitcomb & Hess
Ashland,
Ohio
|
$13.8M
|
+$723K
|
+24,287
|
+6%
|
|
|
72
|
Trilogy Capital
Irvine,
California
|
$13.7M
|
-$51.6K
|
-1,735
|
-0.4%
|
|
|
73
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13M
|
-$12.2M
|
-409,265
|
-48%
|
|
|
74
|
Convergence Financial
Columbia,
Missouri
|
$12.7M
|
+$493K
|
+16,582
|
+4%
|
|
|
75
|
M Holdings Securities
Portland,
Oregon
|
$11.8M
|
+$408K
|
+13,708
|
+4%
|
|
