|
51
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.37M
|
+$3.01M
|
+135,187
|
+134%
|
|
|
52
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.1M
|
+$3.63M
|
+163,005
|
+265%
|
|
|
53
|
Waterford Advisors
Orchard Park,
New York
|
$4.72M
|
+$4.64M
|
+207,999
|
New
|
|
|
54
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.72M
|
+$440K
|
+19,759
|
+11%
|
|
|
55
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$4.47M
|
+$1.07M
|
+48,200
|
+32%
|
|
|
56
|
Wealthspire Advisors (New York)
New York
|
$4.45M
|
+$270K
|
+12,117
|
+7%
|
|
|
57
|
United Capital Financial Advisors
Irving,
Texas
|
$4.44M
|
-$1.19M
|
-53,214
|
-21%
|
|
|
58
|
Corrigan Financial
Middletown,
Rhode Island
|
$4.43M
|
-$280K
|
-12,556
|
-6%
|
|
|
59
|
Corient Private Wealth
Miami,
Florida
|
$4.24M
|
+$4.16M
|
+186,616
|
New
|
|
|
60
|
Kooman & Associates
Altoona,
Pennsylvania
|
$4.15M
|
+$4.07M
|
+182,542
|
New
|
|
|
61
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.12M
|
-$63.6K
|
-2,854
|
-2%
|
|
|
62
|
Seaside Wealth Management
Carlsbad,
California
|
$4M
|
+$153K
|
+6,851
|
+4%
|
|
|
63
|
Money Design
Tokyo,
Japan
|
$3.81M
|
-$1.13M
|
-50,895
|
-23%
|
|
|
64
|
|
$3.8M
|
-$2M
|
-89,689
|
-66%
|
|
|
65
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$3.66M
|
+$3.6M
|
+161,338
|
New
|
|
|
66
|
GP Brinson Investments
Chicago,
Illinois
|
$3.56M
|
–
|
–
|
–
|
|
|
67
|
RFP Financial Group
Atlanta,
Georgia
|
$3.55M
|
+$3.49M
|
+156,460
|
New
|
|
|
68
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.32M
|
+$3.25M
|
+145,998
|
New
|
|
|
69
|
Greenspring Advisors
Towson,
Maryland
|
$3.2M
|
+$1.63M
|
+73,286
|
+109%
|
|
|
70
|
Destiny Wealth Partners
Tavares,
Florida
|
$3.16M
|
+$8.2K
|
+368
|
+0.3%
|
|
|
71
|
Great Lakes Advisors
Chicago,
Illinois
|
$3.12M
|
+$26.1M
|
+1,170,968
|
+702%
|
|
|
72
|
Wellington Management Group
Boston,
Massachusetts
|
$3.05M
|
+$3M
|
+134,468
|
New
|
|
|
73
|
Naples Global Advisors
Naples,
Florida
|
$2.97M
|
-$31.2K
|
-1,399
|
-1%
|
|
|
74
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.94M
|
+$492K
|
+22,090
|
+21%
|
|
|
75
|
AE Wealth Management
Topeka,
Kansas
|
$2.79M
|
+$1.08M
|
+48,518
|
+65%
|
|
