|
51
|
Tanglewood Wealth Management
Houston,
Texas
|
$45.6M
|
-$1.72M
|
-29,790
|
-4%
|
|
|
52
|
Cliffwater
Marina Del Rey,
California
|
$44.7M
|
-$122K
|
-2,116
|
-0.3%
|
|
|
53
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$44.5M
|
+$3.89M
|
+67,327
|
+10%
|
|
|
54
|
Libra Wealth
Los Gatos,
California
|
$44M
|
+$2.68M
|
+46,438
|
+7%
|
|
|
55
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$43.3M
|
+$2.67M
|
+46,210
|
+7%
|
|
|
56
|
Atria Investments
Charlotte,
North Carolina
|
$42.7M
|
+$3.82M
|
+66,060
|
+10%
|
|
|
57
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$41.8M
|
+$3.2M
|
+55,400
|
+8%
|
|
|
58
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$40.1M
|
+$482K
|
+8,345
|
+1%
|
|
|
59
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$39.6M
|
-$702K
|
-12,134
|
-2%
|
|
|
60
|
|
$38.9M
|
-$9.6M
|
-166,009
|
-20%
|
|
|
61
|
PrairieView Partners
St. Paul,
Minnesota
|
$37.9M
|
+$1.95M
|
+33,750
|
+5%
|
|
|
62
|
|
$37.7M
|
+$410K
|
+7,092
|
+1%
|
|
|
63
|
Opus Capital Group
Cincinnati,
Ohio
|
$36.2M
|
+$2.29M
|
+39,618
|
+7%
|
|
|
64
|
GLOBALT Investments
Atlanta,
Georgia
|
$36.1M
|
+$102K
|
+1,761
|
+0.3%
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$33.8M
|
+$16.3M
|
+282,476
|
+95%
|
|
|
66
|
Executive Wealth Management
Brighton,
Michigan
|
$33.4M
|
+$1.84M
|
+31,846
|
+6%
|
|
|
67
|
Corient Private Wealth
Miami,
Florida
|
$32.7M
|
+$2.46M
|
+42,587
|
+8%
|
|
|
68
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$32.6M
|
+$372K
|
+6,437
|
+1%
|
|
|
69
|
MilWealth Group
Milwaukee,
Wisconsin
|
$30.2M
|
+$1.08M
|
+18,688
|
+4%
|
|
|
70
|
Burney Company
Reston,
Virginia
|
$30M
|
+$29.8M
|
+515,286
|
New
|
|
|
71
|
Oakworth Capital
Birmingham,
Alabama
|
$29.5M
|
+$717K
|
+12,395
|
+3%
|
|
|
72
|
Portland Global Advisors
Portland,
Maine
|
$29.2M
|
+$1.76M
|
+30,389
|
+6%
|
|
|
73
|
RiverFront Investment Group
Richmond,
Virginia
|
$29M
|
-$150K
|
-2,590
|
-0.5%
|
|
|
74
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$28.8M
|
-$1.35M
|
-23,293
|
-4%
|
|
|
75
|
AE Wealth Management
Topeka,
Kansas
|
$27.9M
|
+$5.75M
|
+99,482
|
+26%
|
|
