|
51
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$20M
|
+$42.7K
|
+1,442
|
+0.2%
|
|
|
52
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$19.8M
|
-$381K
|
-12,869
|
-2%
|
|
|
53
|
Winthrop Capital Management
Carmel,
Indiana
|
$19.5M
|
+$97.4K
|
+3,287
|
+0.5%
|
|
|
54
|
McCarthy Asset Management
Redwood Shores,
California
|
$19M
|
+$19M
|
+640,972
|
New
|
|
|
55
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$18.1M
|
-$599K
|
-20,227
|
-3%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$17.8M
|
+$14.6M
|
+493,040
|
+469%
|
|
|
57
|
Occidental Asset Management
Burlingame,
California
|
$17.5M
|
+$1.23M
|
+41,416
|
+8%
|
|
|
58
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17M
|
+$4.07M
|
+137,304
|
+31%
|
|
|
59
|
|
$16.8M
|
-$21M
|
-709,352
|
-56%
|
|
|
60
|
Hardy Reed
Tupelo,
Mississippi
|
$16.4M
|
+$2.62M
|
+88,282
|
+19%
|
|
|
61
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.3M
|
-$558K
|
-18,827
|
-3%
|
|
|
62
|
Waverly Advisors
Birmingham,
Alabama
|
$16.2M
|
-$947K
|
-31,964
|
-6%
|
|
|
63
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$16.1M
|
-$330K
|
-11,140
|
-2%
|
|
|
64
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$15.8M
|
–
|
–
|
–
|
|
|
65
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$14.9M
|
+$584K
|
+19,709
|
+4%
|
|
|
66
|
BIP Wealth
Atlanta,
Georgia
|
$14.7M
|
-$3.94M
|
-132,847
|
-21%
|
|
|
67
|
Private Advisor Group
Morristown,
New Jersey
|
$14.6M
|
+$15.3K
|
+515
|
+0.1%
|
|
|
68
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$14.5M
|
-$4.66M
|
-157,281
|
-24%
|
|
|
69
|
Trilogy Capital
Irvine,
California
|
$14.5M
|
+$835K
|
+28,194
|
+6%
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$14.4M
|
-$1.81M
|
-61,003
|
-11%
|
|
|
71
|
M Holdings Securities
Portland,
Oregon
|
$14.1M
|
+$2.31M
|
+77,896
|
+20%
|
|
|
72
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$13.7M
|
+$13.7M
|
+463,022
|
New
|
|
|
73
|
Avantax Advisory Services
Dallas,
Texas
|
$12.8M
|
+$2M
|
+67,548
|
+19%
|
|
|
74
|
Charles Schwab
San Francisco,
California
|
$12.3M
|
-$1.72M
|
-58,082
|
-12%
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.1M
|
+$6.83M
|
+230,569
|
+131%
|
|
