|
51
|
SWMG LLC
Fort Worth,
Texas
|
$20.4M
|
+$2.25M
|
+74,290
|
+12%
|
|
|
52
|
Geneos Wealth Management
Englewood,
Colorado
|
$20.2M
|
+$180K
|
+5,972
|
+0.9%
|
|
|
53
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$20.1M
|
+$751K
|
+24,852
|
+4%
|
|
|
54
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$19.9M
|
+$1.7M
|
+56,254
|
+9%
|
|
|
55
|
Atria Investments
Charlotte,
North Carolina
|
$19.3M
|
+$2.84M
|
+93,814
|
+17%
|
|
|
56
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$19.3M
|
-$1.26M
|
-41,798
|
-6%
|
|
|
57
|
Rockefeller Capital Management
New York
|
$18.3M
|
+$922K
|
+30,507
|
+5%
|
|
|
58
|
Hardy Reed
Tupelo,
Mississippi
|
$17.2M
|
+$369K
|
+12,200
|
+2%
|
|
|
59
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$16.6M
|
+$1.08M
|
+35,807
|
+7%
|
|
|
60
|
Litman Gregory Wealth Management
Larkspur,
California
|
$16.3M
|
-$1.74M
|
-57,623
|
-10%
|
|
|
61
|
TrueMark Investments
Chicago,
Illinois
|
$15.3M
|
+$14.8M
|
+488,979
|
+2,888%
|
|
|
62
|
Advisory Services Network
Atlanta,
Georgia
|
$14.8M
|
+$1.32M
|
+43,583
|
+10%
|
|
|
63
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$14.7M
|
+$14.7M
|
+485,436
|
New
|
|
|
64
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$14.5M
|
+$266K
|
+8,818
|
+2%
|
|
|
65
|
US Bancorp
Minneapolis,
Minnesota
|
$14.5M
|
-$85.7K
|
-2,836
|
-0.6%
|
|
|
66
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$14.5M
|
+$400K
|
+13,234
|
+3%
|
|
|
67
|
Cornerstone Management
Duluth,
Georgia
|
$14.4M
|
+$647K
|
+21,407
|
+5%
|
|
|
68
|
Saiph Capital
Wyckoff,
New Jersey
|
$14.1M
|
+$270K
|
+8,918
|
+2%
|
|
|
69
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$13.9M
|
+$74.9K
|
+2,479
|
+0.5%
|
|
|
70
|
Impact Partnership Wealth
Marietta,
Georgia
|
$13.7M
|
+$6.82M
|
+225,667
|
+99%
|
|
|
71
|
Equitable Holdings
New York
|
$13.6M
|
+$3.39M
|
+112,023
|
+33%
|
|
|
72
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$13.6M
|
–
|
–
|
–
|
|
|
73
|
Rogco LP
Claremore,
Oklahoma
|
$13.4M
|
+$543K
|
+17,974
|
+4%
|
|
|
74
|
Manning & Napier Advisors
Fairport,
New York
|
$13.2M
|
-$1.99M
|
-65,930
|
-13%
|
|
|
75
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$13M
|
-$16.9K
|
-559
|
-0.1%
|
|
