|
26
|
Efficient Advisors
Mason,
Ohio
|
$9.47M
|
+$390K
|
+7,633
|
+4%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$9.23M
|
-$138K
|
-2,693
|
-1%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.86M
|
+$2.06M
|
+40,334
|
+29%
|
|
|
29
|
Checchi Capital Advisers
Beverly Hills,
California
|
$8.54M
|
-$2.77M
|
-54,281
|
-24%
|
|
|
30
|
Neumann Capital Management
Foster City,
California
|
$8.14M
|
+$50.4K
|
+987
|
+0.6%
|
|
|
31
|
Csenge Advisory Group
Clearwater,
Florida
|
$7.76M
|
-$418K
|
-8,181
|
-5%
|
|
|
32
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$7.21M
|
+$1.46M
|
+28,538
|
+24%
|
|
|
33
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$7.04M
|
-$861K
|
-16,860
|
-10%
|
|
|
34
|
Rockefeller Capital Management
New York
|
$6.47M
|
+$111K
|
+2,169
|
+2%
|
|
|
35
|
Cascade Financial Partners
San Diego,
California
|
$6.38M
|
+$241K
|
+4,726
|
+4%
|
|
|
36
|
Portland Global Advisors
Portland,
Maine
|
$6.33M
|
+$165K
|
+3,227
|
+3%
|
|
|
37
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$6.2M
|
+$107K
|
+2,097
|
+2%
|
|
|
38
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$5.63M
|
+$549K
|
+10,737
|
+10%
|
|
|
39
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$5.45M
|
+$5.69M
|
+111,451
|
New
|
|
|
40
|
Inlight Wealth Management
Atlanta,
Georgia
|
$5.45M
|
+$5.69M
|
+111,450
|
New
|
|
|
41
|
Laurel Wealth Planning
Edina,
Minnesota
|
$5.3M
|
-$692K
|
-13,552
|
-11%
|
|
|
42
|
O'Connor Financial Group
Quincy,
Illinois
|
$5.17M
|
+$191K
|
+3,733
|
+4%
|
|
|
43
|
Steward Partners Investment Advisory
New York
|
$5.05M
|
+$69.1K
|
+1,352
|
+1%
|
|
|
44
|
|
$4.97M
|
+$4.9M
|
+95,883
|
+1,676%
|
|
|
45
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$4.3M
|
+$503K
|
+9,854
|
+13%
|
|
|
46
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.22M
|
+$86.3K
|
+1,690
|
+2%
|
|
|
47
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.07M
|
+$26.3K
|
+514
|
+0.6%
|
|
|
48
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$3.86M
|
+$49.4K
|
+967
|
+1%
|
|
|
49
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$3.79M
|
-$352K
|
-6,885
|
-8%
|
|
|
50
|
Shore Point Advisors
Brielle,
New Jersey
|
$3.75M
|
-$2.16M
|
-42,290
|
-36%
|
|
