|
51
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.18M
|
-$7.7M
|
-316,406
|
-52%
|
|
|
52
|
|
$6.49M
|
+$745K
|
+30,602
|
+13%
|
|
|
53
|
Naples Global Advisors
Naples,
Florida
|
$6.47M
|
+$414K
|
+17,025
|
+7%
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$6.02M
|
-$239K
|
-9,799
|
-4%
|
|
|
55
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$6.01M
|
+$1.5M
|
+61,416
|
+33%
|
|
|
56
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.7M
|
+$3.83M
|
+157,181
|
+202%
|
|
|
57
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$5.3M
|
+$1.98M
|
+81,330
|
+59%
|
|
|
58
|
Wealthspire Advisors (New York)
New York
|
$4.86M
|
+$88.3K
|
+3,627
|
+2%
|
|
|
59
|
Corrigan Financial
Middletown,
Rhode Island
|
$4.6M
|
-$49.9K
|
-2,048
|
-1%
|
|
|
60
|
GP Brinson Investments
Chicago,
Illinois
|
$4.52M
|
–
|
–
|
–
|
|
|
61
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$4.42M
|
+$600K
|
+24,633
|
+16%
|
|
|
62
|
SimplyRich
Carlsbad,
California
|
$4.28M
|
-$1.99M
|
-81,872
|
-32%
|
|
|
63
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$4.2M
|
+$96K
|
+3,945
|
+2%
|
|
|
64
|
SOL Capital Management
Rockville,
Maryland
|
$3.65M
|
+$37.5K
|
+1,540
|
+1%
|
|
|
65
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.6M
|
+$2.79M
|
+114,405
|
+336%
|
|
|
66
|
RFP Financial Group
Atlanta,
Georgia
|
$3.48M
|
-$400K
|
-16,438
|
-10%
|
|
|
67
|
Fiduciary Financial Group
San Rafael,
California
|
$3.41M
|
+$583K
|
+23,934
|
+19%
|
|
|
68
|
SVB Wealth
Boston,
Massachusetts
|
$3.4M
|
-$907K
|
-37,272
|
-21%
|
|
|
69
|
Arkos Global Advisors
Houston,
Texas
|
$3.32M
|
+$192K
|
+7,879
|
+6%
|
|
|
70
|
RS Crum Inc
Newport Beach,
California
|
$3.18M
|
-$12.2K
|
-500
|
-0.4%
|
|
|
71
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.09M
|
-$42.6K
|
-1,749
|
-1%
|
|
|
72
|
Callan Family Office
Radnor,
Pennsylvania
|
$2.81M
|
-$75.2K
|
-3,090
|
-3%
|
|
|
73
|
Manske Wealth Management
Houston,
Texas
|
$2.78M
|
+$17K
|
+700
|
+0.6%
|
|
|
74
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.7M
|
-$1.67M
|
-68,728
|
-38%
|
|
|
75
|
Apella Capital
West Hartford,
Connecticut
|
$2.63M
|
+$124K
|
+5,091
|
+5%
|
|
