|
51
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$40.4M
|
+$1.44M
|
+25,006
|
+4%
|
|
|
52
|
Libra Wealth
Los Gatos,
California
|
$40M
|
+$852K
|
+14,783
|
+2%
|
|
|
53
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$39.4M
|
+$91.4K
|
+1,585
|
+0.2%
|
|
|
54
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$38M
|
+$10.6M
|
+183,663
|
+40%
|
|
|
55
|
Atria Investments
Charlotte,
North Carolina
|
$37.7M
|
-$477K
|
-8,282
|
-1%
|
|
|
56
|
GLOBALT Investments
Atlanta,
Georgia
|
$37.4M
|
+$36.4M
|
+631,189
|
New
|
|
|
57
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$37.4M
|
+$2.25M
|
+39,001
|
+7%
|
|
|
58
|
PrairieView Partners
St. Paul,
Minnesota
|
$34.6M
|
-$1.17M
|
-20,260
|
-3%
|
|
|
59
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$34.3M
|
+$3.66M
|
+63,450
|
+12%
|
|
|
60
|
|
$33.9M
|
+$32.9M
|
+571,635
|
New
|
|
|
61
|
Opus Capital Group
Cincinnati,
Ohio
|
$30.8M
|
-$4.19M
|
-72,668
|
-12%
|
|
|
62
|
Cambridge Associates
Boston,
Massachusetts
|
$30M
|
+$3.34M
|
+57,928
|
+13%
|
|
|
63
|
American Trust
Lexington,
Kentucky
|
$29.3M
|
-$57.8K
|
-1,003
|
-0.2%
|
|
|
64
|
Executive Wealth Management
Brighton,
Michigan
|
$29M
|
-$764K
|
-13,260
|
-3%
|
|
|
65
|
MilWealth Group
Milwaukee,
Wisconsin
|
$28.8M
|
-$658K
|
-11,423
|
-2%
|
|
|
66
|
RiverFront Investment Group
Richmond,
Virginia
|
$28.6M
|
-$631K
|
-10,941
|
-2%
|
|
|
67
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$28M
|
-$3.44M
|
-59,764
|
-11%
|
|
|
68
|
Schroder Investment Management Group
London,
United Kingdom
|
$27.5M
|
-$609K
|
-10,561
|
-2%
|
|
|
69
|
Oakworth Capital
Birmingham,
Alabama
|
$26.6M
|
+$25.9M
|
+449,051
|
New
|
|
|
70
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$26.5M
|
-$5.59M
|
-96,984
|
-18%
|
|
|
71
|
Portland Global Advisors
Portland,
Maine
|
$26.1M
|
+$2.76M
|
+47,897
|
+12%
|
|
|
72
|
Equitable Holdings
New York
|
$25.2M
|
-$158K
|
-2,734
|
-0.6%
|
|
|
73
|
Stifel Financial
St. Louis,
Missouri
|
$25.1M
|
+$2.56M
|
+44,385
|
+12%
|
|
|
74
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.9M
|
+$2.36M
|
+40,953
|
+11%
|
|
|
75
|
Roundview Capital
Princeton,
New Jersey
|
$24.6M
|
+$7.34M
|
+127,428
|
+44%
|
|
