|
51
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$59.7M
|
+$9.04M
|
+151,483
|
+18%
|
|
|
52
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$56M
|
+$9.71M
|
+162,735
|
+21%
|
|
|
53
|
Burney Company
Reston,
Virginia
|
$52.5M
|
+$21.1M
|
+353,839
|
+69%
|
|
|
54
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$51.2M
|
+$6.19M
|
+103,782
|
+14%
|
|
|
55
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$49.5M
|
+$140K
|
+2,346
|
+0.3%
|
|
|
56
|
Libra Wealth
Los Gatos,
California
|
$47.6M
|
+$1.92M
|
+32,209
|
+4%
|
|
|
57
|
Cliffwater
Marina Del Rey,
California
|
$46.4M
|
–
|
–
|
–
|
|
|
58
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$46.4M
|
+$2.95M
|
+49,373
|
+7%
|
|
|
59
|
Tanglewood Wealth Management
Houston,
Texas
|
$45.5M
|
-$1.81M
|
-30,327
|
-4%
|
|
|
60
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$44.8M
|
+$44.3M
|
+742,093
|
New
|
|
|
61
|
Atria Investments
Charlotte,
North Carolina
|
$44M
|
-$285K
|
-4,783
|
-0.7%
|
|
|
62
|
Opus Capital Group
Cincinnati,
Ohio
|
$42.8M
|
+$5.13M
|
+85,940
|
+14%
|
|
|
63
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$42.5M
|
+$872K
|
+14,614
|
+2%
|
|
|
64
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$42.4M
|
+$1.21M
|
+20,236
|
+3%
|
|
|
65
|
PrairieView Partners
St. Paul,
Minnesota
|
$42.2M
|
+$2.82M
|
+47,296
|
+7%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$41.9M
|
-$6.69M
|
-112,114
|
-14%
|
|
|
67
|
Johns Hopkins University
Baltimore,
Maryland
|
$41.2M
|
+$40.7M
|
+682,604
|
New
|
|
|
68
|
Cambridge Associates
Boston,
Massachusetts
|
$40.4M
|
+$17.1M
|
+286,979
|
+75%
|
|
|
69
|
|
$38.3M
|
-$846K
|
-14,168
|
-2%
|
|
|
70
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$36.1M
|
+$2.17M
|
+36,392
|
+6%
|
|
|
71
|
GLOBALT Investments
Atlanta,
Georgia
|
$35.8M
|
-$1.62M
|
-27,077
|
-4%
|
|
|
72
|
AE Wealth Management
Topeka,
Kansas
|
$35.6M
|
+$6.54M
|
+109,566
|
+23%
|
|
|
73
|
Executive Wealth Management
Brighton,
Michigan
|
$35.5M
|
+$863K
|
+14,468
|
+3%
|
|
|
74
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.4M
|
+$316K
|
+5,299
|
+0.9%
|
|
|
75
|
Oakworth Capital
Birmingham,
Alabama
|
$33.9M
|
+$3.25M
|
+54,456
|
+11%
|
|
