|
51
|
UBS Group
Zurich,
Switzerland
|
$5.64M
|
-$1.35M
|
-59,040
|
-19%
|
|
|
52
|
ERn Financial LLC
Middleton,
Wisconsin
|
$5.47M
|
+$401K
|
+17,590
|
+8%
|
|
|
53
|
Waterford Advisors
Orchard Park,
New York
|
$5.09M
|
+$212K
|
+9,314
|
+4%
|
|
|
54
|
|
$5.01M
|
+$3.5M
|
+153,784
|
+240%
|
|
|
55
|
Great Lakes Advisors
Chicago,
Illinois
|
$4.66M
|
-$687K
|
-30,146
|
-13%
|
|
|
56
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.44M
|
+$230K
|
+10,109
|
+6%
|
|
|
57
|
Corrigan Financial
Middletown,
Rhode Island
|
$4.4M
|
-$23.6K
|
-1,036
|
-0.5%
|
|
|
58
|
Wealthspire Advisors (New York)
New York
|
$4.39M
|
-$261K
|
-11,471
|
-6%
|
|
|
59
|
Kooman & Associates
Altoona,
Pennsylvania
|
$4.28M
|
+$99.9K
|
+4,385
|
+2%
|
|
|
60
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$4.25M
|
+$111K
|
+4,887
|
+3%
|
|
|
61
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.22M
|
+$676K
|
+29,667
|
+20%
|
|
|
62
|
Corient Private Wealth
Miami,
Florida
|
$4.08M
|
-$1.92M
|
-84,359
|
-32%
|
|
|
63
|
RFP Financial Group
Atlanta,
Georgia
|
$3.92M
|
+$177K
|
+7,783
|
+5%
|
|
|
64
|
Naples Global Advisors
Naples,
Florida
|
$3.72M
|
+$473K
|
+20,742
|
+15%
|
|
|
65
|
GP Brinson Investments
Chicago,
Illinois
|
$3.6M
|
–
|
–
|
–
|
|
|
66
|
AE Wealth Management
Topeka,
Kansas
|
$3.52M
|
+$518K
|
+22,731
|
+17%
|
|
|
67
|
Money Design
Tokyo,
Japan
|
$3.51M
|
-$1.2M
|
-52,651
|
-26%
|
|
|
68
|
Capasso Planning Partners
Charleston,
South Carolina
|
$3.38M
|
+$209K
|
+9,167
|
+7%
|
|
|
69
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$3.26M
|
+$228K
|
+9,989
|
+8%
|
|
|
70
|
Osaic Holdings
Scottsdale,
Arizona
|
$3M
|
+$384K
|
+16,836
|
+15%
|
|
|
71
|
Arkos Global Advisors
Houston,
Texas
|
$2.93M
|
+$900K
|
+39,508
|
+45%
|
|
|
72
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.63M
|
+$115K
|
+5,035
|
+5%
|
|
|
73
|
United Capital Financial Advisors
Irving,
Texas
|
$2.49M
|
-$902K
|
-39,584
|
-27%
|
|
|
74
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2.29M
|
+$2.28M
|
+100,000
|
New
|
|
|
75
|
Aspiriant LLC
Los Angeles,
California
|
$2.27M
|
-$86.5K
|
-3,797
|
-4%
|
|
