|
51
|
Strata Wealth Advisors
Dallas,
Texas
|
$48.8M
|
+$4.44M
|
+76,396
|
+10%
|
|
|
52
|
Oak Harvest Investment Services
Houston,
Texas
|
$47.7M
|
+$7.06M
|
+121,454
|
+17%
|
|
|
53
|
Insight 2811 Inc
Chicago,
Illinois
|
$47.1M
|
+$1.56M
|
+26,772
|
+3%
|
|
|
54
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$45.3M
|
+$1.36M
|
+23,333
|
+3%
|
|
|
55
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$45.2M
|
+$356K
|
+6,119
|
+0.8%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$45M
|
-$14.7M
|
-252,135
|
-25%
|
|
|
57
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.7M
|
-$9.88M
|
-169,913
|
-18%
|
|
|
58
|
Cetera Advisors
Denver,
Colorado
|
$44.1M
|
+$8.25M
|
+141,849
|
+23%
|
|
|
59
|
Pacific Sage Partners
Edmonds,
Washington
|
$43.7M
|
-$26.2K
|
-450
|
-0.1%
|
|
|
60
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$42.6M
|
+$101K
|
+1,744
|
+0.2%
|
|
|
61
|
Alta Advisers
London,
United Kingdom
|
$40.6M
|
+$1.79M
|
+30,753
|
+5%
|
|
|
62
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$39.8M
|
-$20.9M
|
-359,577
|
-34%
|
|
|
63
|
Relative Value Partners Group
|
$38.1M
|
-$268K
|
-4,613
|
-0.7%
|
|
|
64
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$37.6M
|
+$476K
|
+8,191
|
+1%
|
|
|
65
|
Mariner
Overland Park,
Kansas
|
$37.4M
|
-$630K
|
-10,829
|
-2%
|
|
|
66
|
Foster Group
West Des Moines,
Iowa
|
$37.1M
|
+$3.05M
|
+52,412
|
+9%
|
|
|
67
|
Vernal Point Advisors
San Francisco,
California
|
$36.8M
|
-$1.33M
|
-22,786
|
-3%
|
|
|
68
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$33.1M
|
+$33.2M
|
+570,507
|
New
|
|
|
69
|
AllGen Financial Advisors
Orlando,
Florida
|
$31.9M
|
+$32M
|
+549,779
|
New
|
|
|
70
|
AMI Investment Management
Kendallville,
Indiana
|
$31.3M
|
+$2.85M
|
+49,021
|
+10%
|
|
|
71
|
Opus Capital Group
Cincinnati,
Ohio
|
$31.1M
|
+$660K
|
+11,349
|
+2%
|
|
|
72
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$30.7M
|
+$5.59M
|
+96,068
|
+22%
|
|
|
73
|
Scopus Asset Management
New York
|
$30.3M
|
+$10M
|
+172,500
|
+49%
|
|
|
74
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$30.3M
|
+$505K
|
+8,690
|
+2%
|
|
|
75
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$29.8M
|
-$47.1K
|
-810
|
-0.2%
|
|
