|
51
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$40.8M
|
+$961K
|
+16,380
|
+2%
|
|
|
52
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$40.8M
|
+$3.26M
|
+55,572
|
+9%
|
|
|
53
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$40.6M
|
+$215K
|
+3,673
|
+0.5%
|
|
|
54
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$39.9M
|
+$936K
|
+15,947
|
+2%
|
|
|
55
|
Atria Investments
Charlotte,
North Carolina
|
$39.1M
|
+$1.89M
|
+32,179
|
+5%
|
|
|
56
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$38.8M
|
+$5.01M
|
+85,318
|
+15%
|
|
|
57
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$38.1M
|
+$1.25M
|
+21,271
|
+3%
|
|
|
58
|
|
$37.5M
|
+$4.06M
|
+69,145
|
+12%
|
|
|
59
|
GLOBALT Investments
Atlanta,
Georgia
|
$36.2M
|
-$789K
|
-13,455
|
-2%
|
|
|
60
|
PrairieView Partners
St. Paul,
Minnesota
|
$36.1M
|
+$1.97M
|
+33,660
|
+6%
|
|
|
61
|
Opus Capital Group
Cincinnati,
Ohio
|
$34.1M
|
+$3.71M
|
+63,198
|
+12%
|
|
|
62
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$32.9M
|
-$78M
|
-1,329,949
|
-70%
|
|
|
63
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$32.4M
|
+$32.3M
|
+550,510
|
+15,258%
|
|
|
64
|
Executive Wealth Management
Brighton,
Michigan
|
$31.4M
|
+$3.06M
|
+52,218
|
+11%
|
|
|
65
|
Corient Private Wealth
Miami,
Florida
|
$30.4M
|
+$26.6M
|
+453,201
|
+682%
|
|
|
66
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$30.3M
|
+$4.23M
|
+72,086
|
+16%
|
|
|
67
|
Cambridge Associates
Boston,
Massachusetts
|
$30.2M
|
+$642K
|
+10,937
|
+2%
|
|
|
68
|
RiverFront Investment Group
Richmond,
Virginia
|
$29.3M
|
+$1.1M
|
+18,717
|
+4%
|
|
|
69
|
MilWealth Group
Milwaukee,
Wisconsin
|
$29.3M
|
+$906K
|
+15,449
|
+3%
|
|
|
70
|
Oakworth Capital
Birmingham,
Alabama
|
$28.9M
|
+$2.61M
|
+44,419
|
+10%
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$28.8M
|
+$6.96M
|
+118,643
|
+32%
|
|
|
72
|
Portland Global Advisors
Portland,
Maine
|
$27.6M
|
+$1.84M
|
+31,442
|
+7%
|
|
|
73
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$27.1M
|
-$567K
|
-9,672
|
-2%
|
|
|
74
|
Roundview Capital
Princeton,
New Jersey
|
$26.2M
|
+$1.93M
|
+32,880
|
+8%
|
|
|
75
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$25.6M
|
+$2.08M
|
+35,503
|
+9%
|
|
