|
51
|
Wealthspire Advisors (New York)
New York
|
$7.84M
|
-$1.08M
|
-8,970
|
-13%
|
|
|
52
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.68M
|
+$235K
|
+1,945
|
+3%
|
|
|
53
|
Mercer Global Advisors
Denver,
Colorado
|
$7.62M
|
-$4.64M
|
-38,341
|
-39%
|
|
|
54
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$7.52M
|
+$27.2K
|
+225
|
+0.4%
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$7.51M
|
-$9.67K
|
-80
|
-0.1%
|
|
|
56
|
Brio Consultants
San Francisco,
California
|
$7.36M
|
+$198K
|
+1,634
|
+3%
|
|
|
57
|
Choreo LLC
Rockford,
Illinois
|
$7.29M
|
-$96.9K
|
-801
|
-1%
|
|
|
58
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$6.84M
|
-$579K
|
-4,789
|
-8%
|
|
|
59
|
HeadInvest LLC
Portland,
Maine
|
$6.71M
|
+$120K
|
+990
|
+2%
|
|
|
60
|
Perigon Wealth Management
San Francisco,
California
|
$6.43M
|
+$352K
|
+2,914
|
+6%
|
|
|
61
|
D.J. St. Germain
Springfield,
Massachusetts
|
$6.35M
|
+$105K
|
+868
|
+2%
|
|
|
62
|
Erste Asset Management
Vienna,
Austria
|
$6.28M
|
-$286K
|
-2,366
|
-5%
|
|
|
63
|
|
$6.23M
|
+$510K
|
+4,214
|
+9%
|
|
|
64
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.12M
|
-$312K
|
-2,579
|
-5%
|
|
|
65
|
AssetMark Inc
Concord,
California
|
$6.12M
|
+$185K
|
+1,530
|
+3%
|
|
|
66
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$5.95M
|
+$300K
|
+2,479
|
+6%
|
|
|
67
|
Stifel Financial
St. Louis,
Missouri
|
$5.6M
|
-$389K
|
-3,221
|
-7%
|
|
|
68
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$5.47M
|
-$140K
|
-1,156
|
-3%
|
|
|
69
|
|
$5.38M
|
-$200K
|
-1,653
|
-4%
|
|
|
70
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$5.37M
|
-$27.1K
|
-224
|
-0.5%
|
|
|
71
|
One Wealth Advisors
San Francisco,
California
|
$5.37M
|
-$43K
|
-356
|
-0.8%
|
|
|
72
|
Litman Gregory Wealth Management
Larkspur,
California
|
$5.24M
|
-$78.5K
|
-649
|
-2%
|
|
|
73
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.2M
|
-$77.5K
|
-641
|
-2%
|
|
|
74
|
SageView Advisory Group
Newport Beach,
California
|
$5.12M
|
-$46.3K
|
-383
|
-0.9%
|
|
|
75
|
Moment Partners
San Francisco,
California
|
$4.71M
|
-$99.2K
|
-820
|
-2%
|
|
