|
51
|
Coldstream Capital Management
Bellevue,
Washington
|
$67M
|
-$12.5M
|
-214,747
|
-16%
|
|
|
52
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$65.4M
|
+$6.62M
|
+113,594
|
+11%
|
|
|
53
|
Chemistry Wealth Management
New York
|
$64.4M
|
+$2.69M
|
+46,122
|
+4%
|
|
|
54
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$63.2M
|
+$2.03M
|
+34,779
|
+3%
|
|
|
55
|
Warwick Investment Management
Bryan,
Texas
|
$61.6M
|
+$23.8M
|
+408,749
|
+63%
|
|
|
56
|
Falcon Wealth Planning
Ontario,
California
|
$60.1M
|
+$3.7M
|
+63,427
|
+7%
|
|
|
57
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$58.6M
|
-$3.79K
|
-65
|
-0%
|
|
|
58
|
|
$57.8M
|
-$2.04M
|
-35,041
|
-3%
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$55M
|
-$7.2M
|
-123,573
|
-12%
|
|
|
60
|
Foster Group
West Des Moines,
Iowa
|
$53.9M
|
+$3.54M
|
+60,775
|
+7%
|
|
|
61
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52.1M
|
+$17.1M
|
+293,303
|
+49%
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$52M
|
+$20.5M
|
+351,274
|
+65%
|
|
|
63
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$51.4M
|
+$2.34M
|
+40,173
|
+5%
|
|
|
64
|
Strata Wealth Advisors
Dallas,
Texas
|
$50.3M
|
+$1.32M
|
+22,668
|
+3%
|
|
|
65
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$50.3M
|
+$5.49M
|
+94,141
|
+12%
|
|
|
66
|
Insight 2811 Inc
Chicago,
Illinois
|
$49.6M
|
+$49.8K
|
+854
|
+0.1%
|
|
|
67
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$47.7M
|
+$5.05M
|
+86,624
|
+12%
|
|
|
68
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$46.9M
|
+$3.85M
|
+66,063
|
+9%
|
|
|
69
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$45.2M
|
-$11.8M
|
-202,940
|
-21%
|
|
|
70
|
Mariner
Overland Park,
Kansas
|
$44.8M
|
+$2.68M
|
+45,926
|
+6%
|
|
|
71
|
McLean Asset Management
Tysons,
Virginia
|
$44.6M
|
+$28.3M
|
+486,074
|
+173%
|
|
|
72
|
Portland Global Advisors
Portland,
Maine
|
$44M
|
-$6.39M
|
-109,567
|
-13%
|
|
|
73
|
Vernal Point Advisors
San Francisco,
California
|
$43.4M
|
+$15.8M
|
+271,513
|
+57%
|
|
|
74
|
AssetMark Inc
Concord,
California
|
$42.3M
|
+$42.3M
|
+726,241
|
+127,411%
|
|
|
75
|
American Money Management
Rancho Santa Fe,
California
|
$41.7M
|
+$1.19M
|
+20,355
|
+3%
|
|
