|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7M
|
+$3.19M
|
+59,541
|
+85%
|
|
|
27
|
Great Diamond Partners
Portland,
Maine
|
$7M
|
-$351K
|
-6,546
|
-5%
|
|
|
28
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$6.85M
|
+$6.8M
|
+126,931
|
New
|
|
|
29
|
Prairiewood Capital
Fargo,
North Dakota
|
$6.58M
|
+$40.2K
|
+750
|
+0.6%
|
|
|
30
|
|
$6.21M
|
-$4.55M
|
-84,980
|
-42%
|
|
|
31
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$6.09M
|
+$173K
|
+3,234
|
+3%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.92M
|
+$59.9K
|
+1,117
|
+1%
|
|
|
33
|
Valmark Advisers
Akron,
Ohio
|
$5.25M
|
-$15.3K
|
-286
|
-0.3%
|
|
|
34
|
Money Design
Tokyo,
Japan
|
$5.24M
|
-$2M
|
-37,246
|
-28%
|
|
|
35
|
PACK Private Wealth
Wayzata,
Minnesota
|
$5.12M
|
+$5.09M
|
+94,922
|
New
|
|
|
36
|
Donoghue Forlines
Boston,
Massachusetts
|
$4.94M
|
-$442K
|
-8,254
|
-8%
|
|
|
37
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$4.78M
|
-$104K
|
-1,949
|
-2%
|
|
|
38
|
Versant Capital Management
Phoenix,
Arizona
|
$4.77M
|
+$245K
|
+4,569
|
+5%
|
|
|
39
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$4.58M
|
+$4.55M
|
+84,911
|
New
|
|
|
40
|
SOL Capital Management
Rockville,
Maryland
|
$4.48M
|
-$97K
|
-1,810
|
-2%
|
|
|
41
|
VPR Management
Houston,
Texas
|
$4.32M
|
–
|
–
|
–
|
|
|
42
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$4.19M
|
+$107K
|
+2,000
|
+3%
|
|
|
43
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$3.81M
|
+$3.79M
|
+70,644
|
New
|
|
|
44
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.72M
|
+$152K
|
+2,838
|
+4%
|
|
|
45
|
|
$3.7M
|
+$231K
|
+4,318
|
+7%
|
|
|
46
|
Oxford Financial Group
Carmel,
Indiana
|
$3.6M
|
-$457K
|
-8,525
|
-11%
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
$3.51M
|
-$6.53M
|
-121,933
|
-65%
|
|
|
48
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.42M
|
+$173K
|
+3,223
|
+5%
|
|
|
49
|
|
$3.33M
|
+$124K
|
+2,306
|
+4%
|
|
|
50
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.31M
|
-$101K
|
-1,887
|
-3%
|
|
