|
51
|
Strata Wealth Advisors
Dallas,
Texas
|
$51.7M
|
+$1.72M
|
+29,511
|
+3%
|
|
|
52
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$51.3M
|
+$1.8M
|
+30,829
|
+4%
|
|
|
53
|
Merriman Wealth Management
Seattle,
Washington
|
$49.2M
|
+$49.1M
|
+842,087
|
+21,433%
|
|
|
54
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$48.2M
|
+$2.27M
|
+38,949
|
+5%
|
|
|
55
|
Talon Private Wealth
The Villages,
Florida
|
$46.2M
|
-$14.6M
|
-250,836
|
-24%
|
|
|
56
|
Oak Harvest Investment Services
Houston,
Texas
|
$46.1M
|
+$1.91M
|
+32,662
|
+4%
|
|
|
57
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$45M
|
-$1.12M
|
-19,236
|
-2%
|
|
|
58
|
Pacific Sage Partners
Edmonds,
Washington
|
$45M
|
+$1.02M
|
+17,556
|
+2%
|
|
|
59
|
Ameriprise
Minneapolis,
Minnesota
|
$44.9M
|
-$51.4M
|
-880,511
|
-53%
|
|
|
60
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$44.1M
|
-$12.8K
|
-219
|
-0%
|
|
|
61
|
Insight 2811 Inc
Chicago,
Illinois
|
$43.7M
|
-$624K
|
-10,694
|
-1%
|
|
|
62
|
Charles Schwab
San Francisco,
California
|
$43.6M
|
+$1.8M
|
+30,856
|
+4%
|
|
|
63
|
Brookstone Capital Management
Wheaton,
Illinois
|
$42.9M
|
-$14.1M
|
-242,272
|
-25%
|
|
|
64
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$41.8M
|
+$1.46M
|
+25,061
|
+4%
|
|
|
65
|
Vernal Point Advisors
San Francisco,
California
|
$41.5M
|
+$7.48M
|
+128,182
|
+22%
|
|
|
66
|
Falcon Wealth Planning
Ontario,
California
|
$41.3M
|
+$2.11M
|
+36,070
|
+5%
|
|
|
67
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$41.3M
|
+$2.58M
|
+44,169
|
+7%
|
|
|
68
|
Foster Group
West Des Moines,
Iowa
|
$40.8M
|
+$1.54M
|
+26,380
|
+4%
|
|
|
69
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$40.8M
|
+$1.94M
|
+33,250
|
+5%
|
|
|
70
|
Spire Wealth Management
Mclean,
Virginia
|
$39.7M
|
+$1.24M
|
+21,274
|
+3%
|
|
|
71
|
AMI Investment Management
Kendallville,
Indiana
|
$39.3M
|
+$5.51M
|
+94,394
|
+16%
|
|
|
72
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$37.5M
|
+$18.8M
|
+322,042
|
+100%
|
|
|
73
|
Mariner
Overland Park,
Kansas
|
$36.6M
|
+$1.42M
|
+24,372
|
+4%
|
|
|
74
|
Mayport LLC
Newton,
Massachusetts
|
$36.4M
|
+$5.5M
|
+94,223
|
+18%
|
|
|
75
|
Portland Global Advisors
Portland,
Maine
|
$35.4M
|
+$4.6M
|
+78,795
|
+15%
|
|
