|
51
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$25M
|
+$5.33M
|
+104,124
|
+24%
|
|
|
52
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$24.1M
|
+$585K
|
+11,443
|
+2%
|
|
|
53
|
Avantax Planning Partners
Dubuque,
Iowa
|
$23.3M
|
+$14.2M
|
+277,638
|
+120%
|
|
|
54
|
D.A. Davidson & Co
Great Falls,
Montana
|
$23.2M
|
+$1.06M
|
+20,803
|
+4%
|
|
|
55
|
Efficient Advisors
Mason,
Ohio
|
$23.1M
|
+$1.87M
|
+36,468
|
+8%
|
|
|
56
|
Allen Investment Management
New York
|
$23M
|
-$14.8M
|
-289,614
|
-37%
|
|
|
57
|
Barclays
London,
United Kingdom
|
$22.9M
|
-$369K
|
-7,219
|
-1%
|
|
|
58
|
Caprock Group
Boise,
Idaho
|
$22.1M
|
-$107K
|
-2,092
|
-0.4%
|
|
|
59
|
Hemington Wealth Management
Falls Church,
Virginia
|
$22M
|
-$581K
|
-11,363
|
-2%
|
|
|
60
|
Gleason Group
Prospect,
Kentucky
|
$21.6M
|
+$1.05M
|
+20,572
|
+5%
|
|
|
61
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$21.4M
|
+$17.2M
|
+336,817
|
+256%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$20.8M
|
+$515K
|
+10,061
|
+2%
|
|
|
63
|
Atria Wealth Solutions
New York
|
$20.1M
|
+$666K
|
+13,010
|
+3%
|
|
|
64
|
Zhang Financial
Portage,
Michigan
|
$19M
|
+$4.07M
|
+79,600
|
+24%
|
|
|
65
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$18.7M
|
+$2.2M
|
+42,940
|
+12%
|
|
|
66
|
Mosaic Advisors
Houston,
Texas
|
$18.5M
|
+$274K
|
+5,353
|
+1%
|
|
|
67
|
Abacus Planning Group
Columbia,
South Carolina
|
$18.4M
|
+$821K
|
+16,056
|
+4%
|
|
|
68
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$18M
|
+$913K
|
+17,846
|
+5%
|
|
|
69
|
|
$17.7M
|
-$2.74M
|
-53,481
|
-12%
|
|
|
70
|
Cresset Asset Management
Chicago,
Illinois
|
$17.6M
|
-$7.56M
|
-147,728
|
-28%
|
|
|
71
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$17.2M
|
+$2.73M
|
+53,376
|
+17%
|
|
|
72
|
Natixis Advisors
Boston,
Massachusetts
|
$16.8M
|
+$724K
|
+14,147
|
+4%
|
|
|
73
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$16.7M
|
-$1.03M
|
-20,225
|
-5%
|
|
|
74
|
Comerica Bank
Dallas,
Texas
|
$16.6M
|
-$1.49M
|
-29,030
|
-8%
|
|
|
75
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$16.5M
|
–
|
–
|
–
|
|
