|
51
|
SimplyRich
Carlsbad,
California
|
$6.19M
|
-$586K
|
-22,941
|
-8%
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$6.18M
|
-$255K
|
-10,003
|
-4%
|
|
|
53
|
Naples Global Advisors
Naples,
Florida
|
$5.99M
|
+$352K
|
+13,799
|
+6%
|
|
|
54
|
|
$5.68M
|
+$283K
|
+11,081
|
+5%
|
|
|
55
|
Kooman & Associates
Altoona,
Pennsylvania
|
$5.63M
|
+$251K
|
+9,841
|
+4%
|
|
|
56
|
Wealthspire Advisors (New York)
New York
|
$4.72M
|
+$193K
|
+7,576
|
+4%
|
|
|
57
|
Corrigan Financial
Middletown,
Rhode Island
|
$4.59M
|
+$7.89K
|
+309
|
+0.2%
|
|
|
58
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$4.47M
|
+$1.79M
|
+69,909
|
+60%
|
|
|
59
|
GP Brinson Investments
Chicago,
Illinois
|
$4.47M
|
–
|
–
|
–
|
|
|
60
|
Great Lakes Advisors
Chicago,
Illinois
|
$4.31M
|
-$82.3K
|
-3,222
|
-2%
|
|
|
61
|
SVB Wealth
Boston,
Massachusetts
|
$4.26M
|
+$4.53M
|
+177,519
|
New
|
|
|
62
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$4.05M
|
+$432K
|
+16,903
|
+11%
|
|
|
63
|
RFP Financial Group
Atlanta,
Georgia
|
$3.83M
|
+$5.46K
|
+214
|
+0.1%
|
|
|
64
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$3.77M
|
+$4.02M
|
+157,368
|
New
|
|
|
65
|
SOL Capital Management
Rockville,
Maryland
|
$3.57M
|
-$31.8K
|
-1,245
|
-0.8%
|
|
|
66
|
Mercer Global Advisors
Denver,
Colorado
|
$3.43M
|
-$249K
|
-9,767
|
-6%
|
|
|
67
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$3.29M
|
-$1.39M
|
-54,580
|
-28%
|
|
|
68
|
RS Crum Inc
Newport Beach,
California
|
$3.16M
|
-$40.2K
|
-1,575
|
-1%
|
|
|
69
|
Arkos Global Advisors
Houston,
Texas
|
$3.09M
|
+$79.6K
|
+3,117
|
+2%
|
|
|
70
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.09M
|
+$42.6K
|
+1,669
|
+1%
|
|
|
71
|
Merriman Wealth Management
Seattle,
Washington
|
$3.09M
|
–
|
–
|
–
|
|
|
72
|
Arete Wealth Advisors
Chicago,
Illinois
|
$3.02M
|
+$1.1M
|
+43,175
|
+52%
|
|
|
73
|
Fiduciary Financial Group
San Rafael,
California
|
$2.98M
|
+$194K
|
+7,612
|
+6%
|
|
|
74
|
Callan Family Office
Radnor,
Pennsylvania
|
$2.85M
|
+$347K
|
+13,604
|
+13%
|
|
|
75
|
Manske Wealth Management
Houston,
Texas
|
$2.73M
|
+$2.91M
|
+114,008
|
New
|
|
