|
26
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$31.1M
|
+$2.16M
|
+28,629
|
+7%
|
|
|
27
|
Apella Capital
West Hartford,
Connecticut
|
$31.1M
|
-$3.22M
|
-42,632
|
-9%
|
|
|
28
|
Fortitude Family Office
Scottsdale,
Arizona
|
$29.8M
|
+$4.3M
|
+56,855
|
+17%
|
|
|
29
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$28.4M
|
+$19.9M
|
+263,642
|
+235%
|
|
|
30
|
AE Wealth Management
Topeka,
Kansas
|
$27.2M
|
+$27.2M
|
+359,477
|
New
|
|
|
31
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$26.2M
|
+$25.9M
|
+342,878
|
+12,876%
|
|
|
32
|
Blume Capital Management
Berkeley,
California
|
$25.6M
|
+$10.8M
|
+142,804
|
+73%
|
|
|
33
|
Raymond James Financial
St Petersburg,
Florida
|
$25.5M
|
+$6.07M
|
+80,277
|
+31%
|
|
|
34
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$25.2M
|
+$21.7M
|
+287,570
|
+629%
|
|
|
35
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$24.3M
|
+$3.6M
|
+47,638
|
+17%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$24M
|
+$3.26M
|
+43,201
|
+16%
|
|
|
37
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$23.7M
|
+$2.35M
|
+31,146
|
+11%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$23.3M
|
-$16.7M
|
-221,502
|
-42%
|
|
|
39
|
CreativeOne Wealth
Overland Park,
Kansas
|
$23.1M
|
+$3.85M
|
+50,919
|
+20%
|
|
|
40
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$22.5M
|
+$2.39M
|
+31,648
|
+12%
|
|
|
41
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$22.4M
|
+$8.39M
|
+111,083
|
+60%
|
|
|
42
|
Fort Point Capital Partners
San Francisco,
California
|
$22.3M
|
+$16M
|
+211,949
|
+257%
|
|
|
43
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$22M
|
+$4.34M
|
+57,399
|
+25%
|
|
|
44
|
Goodman Financial
Houston,
Texas
|
$21.1M
|
+$20.2M
|
+267,620
|
+2,496%
|
|
|
45
|
First Pacific Advisors
El Segundo,
California
|
$19.7M
|
+$12.9M
|
+170,121
|
+189%
|
|
|
46
|
Garde Capital
Seattle,
Washington
|
$19.1M
|
-$3.82M
|
-50,553
|
-17%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$18M
|
+$12.4M
|
+163,869
|
+221%
|
|
|
48
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$17.6M
|
+$5.68M
|
+75,221
|
+48%
|
|
|
49
|
Sykon Capital
Harrison,
New York
|
$17.3M
|
-$7.69M
|
-101,753
|
-31%
|
|
|
50
|
Delta Investment Management
San Francisco,
California
|
$16.7M
|
+$4.14M
|
+54,724
|
+33%
|
|
