|
51
|
Litman Gregory Wealth Management
Larkspur,
California
|
$21M
|
-$7.72M
|
-257,725
|
-27%
|
|
|
52
|
Winthrop Capital Management
Carmel,
Indiana
|
$19.4M
|
-$609K
|
-20,313
|
-3%
|
|
|
53
|
Occidental Asset Management
Burlingame,
California
|
$19.4M
|
+$958K
|
+31,955
|
+5%
|
|
|
54
|
Rockefeller Capital Management
New York
|
$18.9M
|
+$424K
|
+14,144
|
+2%
|
|
|
55
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$18.5M
|
+$15.4K
|
+514
|
+0.1%
|
|
|
56
|
Trilogy Capital
Irvine,
California
|
$17.3M
|
+$655K
|
+21,842
|
+4%
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.1M
|
+$7.61M
|
+254,052
|
+80%
|
|
|
58
|
Hardy Reed
Tupelo,
Mississippi
|
$16.7M
|
-$250K
|
-8,349
|
-1%
|
|
|
59
|
Waverly Advisors
Birmingham,
Alabama
|
$16.7M
|
+$373K
|
+12,431
|
+2%
|
|
|
60
|
BIP Wealth
Atlanta,
Georgia
|
$16.5M
|
+$277K
|
+9,233
|
+2%
|
|
|
61
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16.5M
|
+$5.7M
|
+190,021
|
+52%
|
|
|
62
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.4M
|
+$2.98M
|
+99,328
|
+22%
|
|
|
63
|
Manning & Napier Advisors
Fairport,
New York
|
$16.3M
|
-$4.27M
|
-142,637
|
-21%
|
|
|
64
|
Private Advisor Group
Morristown,
New Jersey
|
$16.1M
|
+$149K
|
+4,973
|
+0.9%
|
|
|
65
|
|
$15.9M
|
-$1.16M
|
-38,854
|
-7%
|
|
|
66
|
Modern Wealth Management
Lenexa,
Kansas
|
$15.5M
|
+$1.91M
|
+63,660
|
+14%
|
|
|
67
|
Avantax Advisory Services
Dallas,
Texas
|
$15.3M
|
+$1.33M
|
+44,378
|
+10%
|
|
|
68
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$15M
|
-$293K
|
-9,770
|
-2%
|
|
|
69
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$14.8M
|
-$11.9M
|
-398,223
|
-45%
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$14.8M
|
-$55.4K
|
-1,849
|
-0.4%
|
|
|
71
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.6M
|
+$588K
|
+19,607
|
+4%
|
|
|
72
|
Raymond James Financial
St Petersburg,
Florida
|
$14.5M
|
+$14.5M
|
+485,350
|
New
|
|
|
73
|
M Holdings Securities
Portland,
Oregon
|
$14.5M
|
+$556K
|
+18,543
|
+4%
|
|
|
74
|
CoreCap Advisors
Southfield,
Michigan
|
$13.7M
|
+$6.4M
|
+213,701
|
+88%
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.3M
|
+$825K
|
+27,525
|
+7%
|
|
