|
51
|
Breakwater Capital Group
Paramus,
New Jersey
|
$14.3M
|
+$461K
|
+12,699
|
+4%
|
|
|
52
|
Ted Buchan & Co
San Diego,
California
|
$14.1M
|
-$103K
|
-2,849
|
-0.8%
|
|
|
53
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13.6M
|
-$3.51M
|
-96,651
|
-21%
|
|
|
54
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.5M
|
+$41.9K
|
+1,154
|
+0.3%
|
|
|
55
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$13.2M
|
+$12.5M
|
+343,589
|
New
|
|
|
56
|
Steward Partners Investment Advisory
New York
|
$13M
|
+$324K
|
+8,931
|
+3%
|
|
|
57
|
Allworth Financial
Folsom,
California
|
$12.7M
|
-$666K
|
-18,347
|
-5%
|
|
|
58
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$12.6M
|
-$68.8K
|
-1,893
|
-0.6%
|
|
|
59
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$12M
|
-$3.74M
|
-102,884
|
-25%
|
|
|
60
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$11.7M
|
-$56.7K
|
-1,562
|
-0.5%
|
|
|
61
|
Corient Private Wealth
Miami,
Florida
|
$11.6M
|
+$783K
|
+21,565
|
+8%
|
|
|
62
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$11.6M
|
+$120K
|
+3,292
|
+1%
|
|
|
63
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$11.5M
|
-$591K
|
-16,262
|
-5%
|
|
|
64
|
NFP Retirement Inc
Aliso Viejo,
California
|
$11.3M
|
+$932K
|
+25,675
|
+10%
|
|
|
65
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.9M
|
-$617K
|
-17,002
|
-6%
|
|
|
66
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$9.53M
|
+$119K
|
+3,273
|
+1%
|
|
|
67
|
World Investment Advisors
Santa Barbara,
California
|
$9.53M
|
-$381K
|
-10,501
|
-4%
|
|
|
68
|
MML Investors Services
Springfield,
Massachusetts
|
$9.05M
|
+$406K
|
+11,185
|
+5%
|
|
|
69
|
Private Ocean
San Rafael,
California
|
$8.58M
|
-$53.8K
|
-1,480
|
-0.7%
|
|
|
70
|
Avantax Advisory Services
Dallas,
Texas
|
$8.4M
|
+$20.7K
|
+570
|
+0.3%
|
|
|
71
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.15M
|
-$524K
|
-14,419
|
-6%
|
|
|
72
|
IEQ Capital
Foster City,
California
|
$8.04M
|
+$2.4K
|
+66
|
+0%
|
|
|
73
|
Connectus Wealth
Cincinnati,
Ohio
|
$7.75M
|
-$537K
|
-14,788
|
-7%
|
|
|
74
|
Journey Advisory Group
Covington,
Kentucky
|
$7.6M
|
-$87.4K
|
-2,406
|
-1%
|
|
|
75
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$7.52M
|
+$340K
|
+9,351
|
+5%
|
|
