|
51
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$10.5M
|
+$156K
|
+4,680
|
+2%
|
|
|
52
|
Flynn Zito Capital Management
Garden City,
New York
|
$10.4M
|
+$10.1M
|
+302,800
|
New
|
|
|
53
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$10.3M
|
+$10.1M
|
+300,605
|
New
|
|
|
54
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$10.2M
|
-$119K
|
-3,550
|
-1%
|
|
|
55
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$10.1M
|
+$809K
|
+24,190
|
+9%
|
|
|
56
|
World Investment Advisors
Santa Barbara,
California
|
$9.91M
|
-$38.6K
|
-1,155
|
-0.4%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$9.65M
|
-$140K
|
-4,200
|
-1%
|
|
|
58
|
Private Ocean
San Rafael,
California
|
$9.52M
|
+$157K
|
+4,710
|
+2%
|
|
|
59
|
Cetera Advisor Networks
El Segundo,
California
|
$8.91M
|
-$18.2M
|
-543,510
|
-68%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$8.81M
|
+$26.8K
|
+800
|
+0.3%
|
|
|
61
|
Pathstone Family Office
Englewood,
New Jersey
|
$8.6M
|
–
|
–
|
–
|
|
|
62
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$8.59M
|
-$1.53M
|
-45,880
|
-15%
|
|
|
63
|
Fermata Advisors
Sonoma,
California
|
$8.35M
|
+$665K
|
+19,900
|
+9%
|
|
|
64
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.29M
|
-$3.1M
|
-92,640
|
-28%
|
|
|
65
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$8.21M
|
-$121K
|
-3,620
|
-1%
|
|
|
66
|
Private Advisor Group
Morristown,
New Jersey
|
$7.29M
|
+$166K
|
+4,950
|
+2%
|
|
|
67
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$7.27M
|
-$260K
|
-7,765
|
-4%
|
|
|
68
|
Avantax Advisory Services
Dallas,
Texas
|
$7.17M
|
-$78.6K
|
-2,350
|
-1%
|
|
|
69
|
Merriman Wealth Management
Seattle,
Washington
|
$7.08M
|
-$18.6K
|
-555
|
-0.3%
|
|
|
70
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$6.91M
|
+$6.73M
|
+201,150
|
New
|
|
|
71
|
Lido Advisors
Los Angeles,
California
|
$6.9M
|
-$20.6K
|
-615
|
-0.3%
|
|
|
72
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6.52M
|
–
|
–
|
–
|
|
|
73
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.48M
|
+$5.02K
|
+150
|
+0.1%
|
|
|
74
|
William Blair & Company
Chicago,
Illinois
|
$6.33M
|
+$1.65M
|
+49,220
|
+36%
|
|
|
75
|
Mariner
Overland Park,
Kansas
|
$6.13M
|
-$85.9K
|
-2,570
|
-1%
|
|
