|
51
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$10.7M
|
-$861K
|
-27,275
|
-8%
|
|
|
52
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$10.6M
|
+$28.4K
|
+900
|
+0.3%
|
|
|
53
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.3M
|
-$437K
|
-13,835
|
-4%
|
|
|
54
|
Trinity Legacy Partners
Houston,
Texas
|
$10.3M
|
+$800K
|
+25,350
|
+9%
|
|
|
55
|
Pathstone Family Office
Englewood,
New Jersey
|
$10.1M
|
-$25.6K
|
-810
|
-0.3%
|
|
|
56
|
Steward Partners Investment Advisory
New York
|
$10M
|
+$232K
|
+7,360
|
+2%
|
|
|
57
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$9.93M
|
-$28.6K
|
-905
|
-0.3%
|
|
|
58
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$9.87M
|
-$81.4K
|
-2,580
|
-0.8%
|
|
|
59
|
Breakwater Capital Group
Paramus,
New Jersey
|
$9.13M
|
+$945K
|
+29,935
|
+12%
|
|
|
60
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.92M
|
-$244K
|
-7,720
|
-3%
|
|
|
61
|
World Investment Advisors
Santa Barbara,
California
|
$8.64M
|
-$439K
|
-13,910
|
-5%
|
|
|
62
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$7.96M
|
-$266K
|
-8,425
|
-3%
|
|
|
63
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$7.79M
|
+$254K
|
+8,055
|
+4%
|
|
|
64
|
Corient Private Wealth
Miami,
Florida
|
$7.66M
|
+$5.68K
|
+180
|
+0.1%
|
|
|
65
|
Comerica Securities
Detroit,
Michigan
|
$7.64M
|
-$4.18M
|
-132,365
|
-36%
|
|
|
66
|
Private Ocean
San Rafael,
California
|
$7.58M
|
-$6.15K
|
-195
|
-0.1%
|
|
|
67
|
MML Investors Services
Springfield,
Massachusetts
|
$7.5M
|
+$56.2K
|
+1,780
|
+0.8%
|
|
|
68
|
NFP Retirement Inc
Aliso Viejo,
California
|
$7.48M
|
+$171K
|
+5,425
|
+2%
|
|
|
69
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.15M
|
+$593K
|
+18,805
|
+9%
|
|
|
70
|
|
$6.88M
|
+$272K
|
+8,625
|
+4%
|
|
|
71
|
Avantax Advisory Services
Dallas,
Texas
|
$6.87M
|
+$88.5K
|
+2,805
|
+1%
|
|
|
72
|
Mariner
Overland Park,
Kansas
|
$6.32M
|
+$264K
|
+8,380
|
+5%
|
|
|
73
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$6.24M
|
-$30K
|
-950
|
-0.5%
|
|
|
74
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.21M
|
-$1.37M
|
-43,285
|
-19%
|
|
|
75
|
Creative Capital Management Investments
San Diego,
California
|
$6.02M
|
-$30.6K
|
-970
|
-0.5%
|
|
