|
51
|
Osborne Partners Capital Management
San Francisco,
California
|
$9.9M
|
-$225K
|
-7,000
|
-2%
|
|
|
52
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.56M
|
+$25.9K
|
+805
|
+0.3%
|
|
|
53
|
World Investment Advisors
Santa Barbara,
California
|
$9.52M
|
+$360K
|
+11,200
|
+4%
|
|
|
54
|
Cetera Advisor Networks
El Segundo,
California
|
$9.49M
|
+$1.26M
|
+39,310
|
+14%
|
|
|
55
|
Frontier Wealth Management
Kansas City,
Missouri
|
$9.4M
|
+$10.2M
|
+317,015
|
New
|
|
|
56
|
Arlington Financial Advisors
Santa Barbara,
California
|
$9.31M
|
+$54.8K
|
+1,705
|
+0.5%
|
|
|
57
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$9.15M
|
-$670K
|
-20,865
|
-6%
|
|
|
58
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$9.12M
|
+$49.3K
|
+1,535
|
+0.5%
|
|
|
59
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$8.92M
|
-$101K
|
-3,155
|
-1%
|
|
|
60
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$8.86M
|
+$735K
|
+22,875
|
+8%
|
|
|
61
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.68M
|
+$112K
|
+3,500
|
+1%
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
$8.65M
|
+$1.77K
|
+55
|
+0%
|
|
|
63
|
Fermata Advisors
Sonoma,
California
|
$7.76M
|
+$349K
|
+10,880
|
+4%
|
|
|
64
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.47M
|
+$206K
|
+6,400
|
+3%
|
|
|
65
|
MML Investors Services
Springfield,
Massachusetts
|
$7.34M
|
-$273K
|
-8,505
|
-3%
|
|
|
66
|
William Blair & Company
Chicago,
Illinois
|
$7.23M
|
-$408K
|
-12,705
|
-5%
|
|
|
67
|
Comerica Bank
Dallas,
Texas
|
$7.14M
|
-$5.26M
|
-163,660
|
-41%
|
|
|
68
|
Private Ocean
San Rafael,
California
|
$7.13M
|
-$1.11M
|
-34,550
|
-13%
|
|
|
69
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$6.93M
|
-$112K
|
-3,485
|
-1%
|
|
|
70
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.7M
|
+$570K
|
+17,740
|
+9%
|
|
|
71
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$6.57M
|
+$330K
|
+10,275
|
+5%
|
|
|
72
|
Avantax Advisory Services
Dallas,
Texas
|
$6.24M
|
-$128K
|
-3,970
|
-2%
|
|
|
73
|
Private Advisor Group
Morristown,
New Jersey
|
$5.67M
|
-$332K
|
-10,335
|
-5%
|
|
|
74
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$5.66M
|
–
|
–
|
–
|
|
|
75
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$5.63M
|
-$560K
|
-17,440
|
-8%
|
|
