|
51
|
Mercer Global Advisors
Denver,
Colorado
|
$6.58M
|
-$86.5K
|
-1,746
|
-1%
|
|
|
52
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$6.33M
|
+$6.32M
|
+127,617
|
New
|
|
|
53
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.3M
|
-$474K
|
-9,579
|
-7%
|
|
|
54
|
Naples Global Advisors
Naples,
Florida
|
$6.28M
|
-$399K
|
-8,050
|
-6%
|
|
|
55
|
PFG Advisors
Phoenix,
Arizona
|
$5.97M
|
+$5.95M
|
+120,263
|
New
|
|
|
56
|
Waverly Advisors
Birmingham,
Alabama
|
$5.95M
|
-$797K
|
-16,098
|
-12%
|
|
|
57
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$5.86M
|
-$488K
|
-9,859
|
-8%
|
|
|
58
|
Planning Alternatives
Birmingham,
Michigan
|
$5.75M
|
-$53.7M
|
-1,084,635
|
-90%
|
|
|
59
|
WealthSource Partners
San Luis Obispo,
California
|
$5.61M
|
+$1.41M
|
+28,470
|
+34%
|
|
|
60
|
Astor Investment Management
Chicago,
Illinois
|
$5.53M
|
-$45.9K
|
-926
|
-0.8%
|
|
|
61
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$5.48M
|
-$77.7K
|
-1,570
|
-1%
|
|
|
62
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$5.32M
|
+$5.31M
|
+107,314
|
New
|
|
|
63
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$5.2M
|
-$1.26M
|
-25,401
|
-20%
|
|
|
64
|
Canal Insurance Company
Greenville,
South Carolina
|
$4.96M
|
–
|
–
|
–
|
|
|
65
|
CNA Financial
Chicago,
Illinois
|
$4.96M
|
–
|
–
|
–
|
|
|
66
|
Oppenheimer & Co
New York
|
$4.74M
|
-$1.13M
|
-22,804
|
-19%
|
|
|
67
|
Pinnacle Associates
New York
|
$4.7M
|
+$409K
|
+8,256
|
+10%
|
|
|
68
|
Clear Creek Financial Management
Silverdale,
Washington
|
$4.66M
|
+$3.79M
|
+76,580
|
+443%
|
|
|
69
|
|
$4.62M
|
-$1.27M
|
-25,704
|
-22%
|
|
|
70
|
Mariner
Overland Park,
Kansas
|
$4.49M
|
+$229K
|
+4,629
|
+5%
|
|
|
71
|
Values First Advisors
Gray,
Tennessee
|
$4.43M
|
+$733K
|
+14,802
|
+20%
|
|
|
72
|
Spinnaker Trust
Portland,
Maine
|
$4.13M
|
-$595K
|
-12,018
|
-13%
|
|
|
73
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.1M
|
-$24.2M
|
-488,539
|
-86%
|
|
|
74
|
Atria Wealth Solutions
New York
|
$3.96M
|
+$1.05M
|
+21,132
|
+36%
|
|
|
75
|
Financial Management Network
Mission Viejo,
California
|
$3.9M
|
+$944K
|
+19,073
|
+32%
|
|
