|
51
|
Winthrop Capital Management
Carmel,
Indiana
|
$20.6M
|
+$544K
|
+18,050
|
+3%
|
|
|
52
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$20.6M
|
-$609K
|
-20,185
|
-3%
|
|
|
53
|
Geneos Wealth Management
Englewood,
Colorado
|
$20M
|
+$736K
|
+24,390
|
+4%
|
|
|
54
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$19.4M
|
+$898K
|
+29,781
|
+5%
|
|
|
55
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.2M
|
+$129K
|
+4,286
|
+0.7%
|
|
|
56
|
SWMG LLC
Fort Worth,
Texas
|
$18.2M
|
+$3.75M
|
+124,152
|
+26%
|
|
|
57
|
Litman Gregory Wealth Management
Larkspur,
California
|
$18.1M
|
-$4.58M
|
-151,663
|
-20%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$17.4M
|
+$931K
|
+30,855
|
+6%
|
|
|
59
|
Hardy Reed
Tupelo,
Mississippi
|
$16.9M
|
–
|
–
|
–
|
|
|
60
|
Atria Investments
Charlotte,
North Carolina
|
$16.5M
|
+$3.73M
|
+123,621
|
+29%
|
|
|
61
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$15.6M
|
+$809K
|
+26,818
|
+6%
|
|
|
62
|
Manning & Napier Advisors
Fairport,
New York
|
$15.3M
|
-$941K
|
-31,197
|
-6%
|
|
|
63
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$15.1M
|
-$1.85M
|
-61,283
|
-11%
|
|
|
64
|
US Bancorp
Minneapolis,
Minnesota
|
$14.6M
|
-$323K
|
-10,721
|
-2%
|
|
|
65
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$14.5M
|
+$1.26M
|
+41,620
|
+10%
|
|
|
66
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$14.3M
|
+$185K
|
+6,136
|
+1%
|
|
|
67
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$14.1M
|
+$703K
|
+23,321
|
+5%
|
|
|
68
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$13.8M
|
+$96.2K
|
+3,189
|
+0.7%
|
|
|
69
|
Saiph Capital
Wyckoff,
New Jersey
|
$13.8M
|
-$397K
|
-13,172
|
-3%
|
|
|
70
|
Cornerstone Management
Duluth,
Georgia
|
$13.8M
|
+$537K
|
+17,812
|
+4%
|
|
|
71
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$13.6M
|
–
|
–
|
–
|
|
|
72
|
Advisory Services Network
Atlanta,
Georgia
|
$13.5M
|
+$597K
|
+19,789
|
+5%
|
|
|
73
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$13.3M
|
+$1.53M
|
+50,822
|
+13%
|
|
|
74
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$13M
|
-$389K
|
-12,901
|
-3%
|
|
|
75
|
Rogco LP
Claremore,
Oklahoma
|
$12.9M
|
+$847K
|
+28,085
|
+7%
|
|
