|
51
|
Osborne Partners Capital Management
San Francisco,
California
|
$11.7M
|
-$464K
|
-13,730
|
-4%
|
|
|
52
|
Saxon Interests
Houston,
Texas
|
$11.4M
|
-$18.3K
|
-540
|
-0.2%
|
|
|
53
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$11.3M
|
-$771K
|
-22,810
|
-6%
|
|
|
54
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$11.3M
|
+$984K
|
+29,100
|
+10%
|
|
|
55
|
Pathstone Family Office
Englewood,
New Jersey
|
$11M
|
+$2.41M
|
+71,375
|
+29%
|
|
|
56
|
Arlington Financial Advisors
Santa Barbara,
California
|
$10.7M
|
-$1.11M
|
-32,830
|
-10%
|
|
|
57
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$10.5M
|
-$4.06K
|
-120
|
-0%
|
|
|
58
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$10.4M
|
+$333K
|
+9,855
|
+3%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$9.98M
|
+$371K
|
+10,975
|
+4%
|
|
|
60
|
World Investment Advisors
Santa Barbara,
California
|
$9.91M
|
–
|
–
|
–
|
|
|
61
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$9.89M
|
-$228K
|
-6,750
|
-2%
|
|
|
62
|
Cetera Advisor Networks
El Segundo,
California
|
$9.6M
|
+$726K
|
+21,455
|
+8%
|
|
|
63
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$9.44M
|
+$874K
|
+25,835
|
+10%
|
|
|
64
|
Private Ocean
San Rafael,
California
|
$9.4M
|
-$76.3K
|
-2,255
|
-0.8%
|
|
|
65
|
William Blair & Company
Chicago,
Illinois
|
$8.76M
|
+$2.44M
|
+72,160
|
+39%
|
|
|
66
|
MML Investors Services
Springfield,
Massachusetts
|
$8.75M
|
-$11.5K
|
-340
|
-0.1%
|
|
|
67
|
Fermata Advisors
Sonoma,
California
|
$8.58M
|
+$263K
|
+7,775
|
+3%
|
|
|
68
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.39M
|
+$139K
|
+4,100
|
+2%
|
|
|
69
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$8.11M
|
-$57.8K
|
-1,710
|
-0.7%
|
|
|
70
|
Avantax Advisory Services
Dallas,
Texas
|
$7.33M
|
+$191K
|
+5,655
|
+3%
|
|
|
71
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$7.22M
|
+$344K
|
+10,165
|
+5%
|
|
|
72
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$7.09M
|
-$144K
|
-4,250
|
-2%
|
|
|
73
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.03M
|
+$1.57M
|
+46,300
|
+29%
|
|
|
74
|
Private Advisor Group
Morristown,
New Jersey
|
$6.88M
|
-$369K
|
-10,905
|
-5%
|
|
|
75
|
Lido Advisors
Los Angeles,
California
|
$6.87M
|
+$1.18K
|
+35
|
+0%
|
|
