|
51
|
Mariner
Overland Park,
Kansas
|
$12.3M
|
+$505K
|
+27,543
|
+4%
|
|
|
52
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.8M
|
+$95.3K
|
+5,193
|
+0.8%
|
|
|
53
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.4M
|
-$30.4K
|
-1,656
|
-0.3%
|
|
|
54
|
Elevation Wealth Partners
Santa Rosa,
California
|
$10.9M
|
+$10.9M
|
+593,349
|
New
|
|
|
55
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$10.7M
|
+$996K
|
+54,300
|
+10%
|
|
|
56
|
Northland Capital Management
Virginia,
Minnesota
|
$10.3M
|
-$2.54M
|
-138,330
|
-20%
|
|
|
57
|
Cobblestone Capital Advisors
Rochester,
New York
|
$9.79M
|
-$142K
|
-7,719
|
-1%
|
|
|
58
|
White Pine Investment Company
Livonia,
Michigan
|
$9.77M
|
+$128K
|
+7,002
|
+1%
|
|
|
59
|
Opes Wealth Management
Menlo Park,
California
|
$9.59M
|
-$110K
|
-5,985
|
-1%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.44M
|
+$864K
|
+47,085
|
+10%
|
|
|
61
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$9.13M
|
-$128K
|
-6,969
|
-1%
|
|
|
62
|
RHS Financial
San Francisco,
California
|
$8.75M
|
+$470K
|
+25,635
|
+6%
|
|
|
63
|
|
$8.74M
|
+$1.72M
|
+93,618
|
+24%
|
|
|
64
|
Tiedemann Advisors
New York
|
$8.45M
|
-$72.8K
|
-3,966
|
-0.9%
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.37M
|
+$208K
|
+11,313
|
+3%
|
|
|
66
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$7.28M
|
+$33.2K
|
+1,812
|
+0.5%
|
|
|
67
|
Sterling Financial Planning
Sparta,
New Jersey
|
$6.96M
|
+$458K
|
+24,960
|
+7%
|
|
|
68
|
Liberty Wealth Management
Oakland,
California
|
$6.09M
|
+$6.06M
|
+330,258
|
New
|
|
|
69
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5.99M
|
+$361K
|
+19,677
|
+6%
|
|
|
70
|
GW & Wade
Wellesley,
Massachusetts
|
$5.23M
|
+$288K
|
+15,705
|
+6%
|
|
|
71
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.18M
|
-$38.4K
|
-2,094
|
-0.7%
|
|
|
72
|
Foster & Motley
Cincinnati,
Ohio
|
$4.89M
|
-$94.2K
|
-5,136
|
-2%
|
|
|
73
|
Eagle Strategies
New York
|
$4.81M
|
+$3.56M
|
+193,959
|
+282%
|
|
|
74
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$4.61M
|
–
|
–
|
–
|
|
|
75
|
Verum Partners
Charlotte,
North Carolina
|
$4.58M
|
+$204K
|
+11,142
|
+5%
|
|
