|
51
|
Confluence Investment Management
St. Louis,
Missouri
|
$6.59M
|
-$9.21M
|
-109,976
|
-59%
|
|
|
52
|
Raymond James Financial
St Petersburg,
Florida
|
$6.51M
|
+$102K
|
+1,224
|
+2%
|
|
|
53
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$6.23M
|
+$18.8K
|
+225
|
+0.3%
|
|
|
54
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.2M
|
-$132K
|
-1,580
|
-2%
|
|
|
55
|
Rockbridge Investment Management
Syracuse,
New York
|
$6.11M
|
-$502K
|
-5,998
|
-8%
|
|
|
56
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.87M
|
–
|
–
|
–
|
|
|
57
|
May Barnhard Investments
Bethesda,
Maryland
|
$5.74M
|
-$191K
|
-2,276
|
-3%
|
|
|
58
|
Redwood Investment Management
Scottsdale,
Arizona
|
$5.66M
|
+$536K
|
+6,398
|
+11%
|
|
|
59
|
Diligent Investors
Redlands,
California
|
$5.52M
|
-$265K
|
-3,169
|
-5%
|
|
|
60
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.14M
|
+$68.6K
|
+820
|
+1%
|
|
|
61
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.09M
|
+$240K
|
+2,870
|
+5%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.73M
|
+$30K
|
+358
|
+0.6%
|
|
|
63
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.65M
|
-$37.2K
|
-444
|
-0.8%
|
|
|
64
|
Sacks & Associates
Warren,
New Jersey
|
$4.58M
|
+$4.53M
|
+54,142
|
New
|
|
|
65
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$4.32M
|
-$502K
|
-5,997
|
-11%
|
|
|
66
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.28M
|
+$5.02K
|
+60
|
+0.1%
|
|
|
67
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.18M
|
-$187K
|
-2,232
|
-4%
|
|
|
68
|
Osaic Holdings
Scottsdale,
Arizona
|
$4M
|
-$4.14M
|
-49,487
|
-51%
|
|
|
69
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.97M
|
+$3.72M
|
+44,382
|
+1,795%
|
|
|
70
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$3.96M
|
-$27.1K
|
-324
|
-0.7%
|
|
|
71
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.92M
|
-$91.5K
|
-1,093
|
-2%
|
|
|
72
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.91M
|
+$224K
|
+2,680
|
+6%
|
|
|
73
|
Bailard
Foster City,
California
|
$3.82M
|
-$49.7K
|
-594
|
-1%
|
|
|
74
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$3.81M
|
-$63.1K
|
-754
|
-2%
|
|
|
75
|
UBS Group
Zurich,
Switzerland
|
$3.8M
|
-$597K
|
-7,128
|
-14%
|
|
