|
26
|
|
$11.6M
|
-$29.1M
|
-559,728
|
-72%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$10.3M
|
-$724K
|
-13,897
|
-7%
|
|
|
28
|
Park Avenue Securities
New York
|
$10.1M
|
+$800K
|
+15,370
|
+9%
|
|
|
29
|
Efficient Advisors
Mason,
Ohio
|
$9.99M
|
-$1.2K
|
-23
|
-0%
|
|
|
30
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9.43M
|
+$458K
|
+8,791
|
+5%
|
|
|
31
|
Neumann Capital Management
Foster City,
California
|
$8.88M
|
-$244K
|
-4,689
|
-3%
|
|
|
32
|
Csenge Advisory Group
Clearwater,
Florida
|
$8.82M
|
-$573K
|
-10,999
|
-6%
|
|
|
33
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$8.63M
|
-$547K
|
-10,509
|
-6%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$8.07M
|
-$149K
|
-2,867
|
-2%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.55M
|
+$4.4M
|
+84,436
|
+150%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$6.98M
|
-$60.6K
|
-1,164
|
-0.9%
|
|
|
37
|
Portland Global Advisors
Portland,
Maine
|
$6.78M
|
+$287K
|
+5,502
|
+5%
|
|
|
38
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$6.7M
|
+$242K
|
+4,640
|
+4%
|
|
|
39
|
Laurel Wealth Planning
Edina,
Minnesota
|
$6.55M
|
-$375K
|
-7,193
|
-6%
|
|
|
40
|
Cascade Financial Partners
San Diego,
California
|
$6.55M
|
+$229K
|
+4,392
|
+4%
|
|
|
41
|
Shore Point Advisors
Brielle,
New Jersey
|
$6.39M
|
+$72.5K
|
+1,393
|
+1%
|
|
|
42
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$6.38M
|
+$6.19M
|
+118,843
|
New
|
|
|
43
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$5.6M
|
+$247K
|
+4,748
|
+5%
|
|
|
44
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.48M
|
+$357K
|
+6,860
|
+7%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$5.47M
|
-$98.7K
|
-1,895
|
-2%
|
|
|
46
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.54M
|
+$381K
|
+7,310
|
+9%
|
|
|
47
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$4.53M
|
-$25.9K
|
-497
|
-0.6%
|
|
|
48
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.44M
|
+$44.4K
|
+852
|
+1%
|
|
|
49
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$4.19M
|
+$505K
|
+9,703
|
+14%
|
|
|
50
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$4.18M
|
+$469
|
+9
|
+0%
|
|
