|
51
|
Waterford Advisors
Orchard Park,
New York
|
$7.48M
|
-$6.42M
|
-265,092
|
-89%
|
|
|
52
|
Naples Global Advisors
Naples,
Florida
|
$7.1M
|
+$501K
|
+20,671
|
+8%
|
|
|
53
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.84M
|
+$1.02M
|
+42,167
|
+18%
|
|
|
54
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$6.72M
|
+$588K
|
+24,288
|
+10%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$6.06M
|
-$66.4K
|
-2,739
|
-1%
|
|
|
56
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$5.81M
|
-$2.04M
|
-84,000
|
-26%
|
|
|
57
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.89M
|
-$2.42M
|
-99,974
|
-34%
|
|
|
58
|
Wealthspire Advisors (New York)
New York
|
$4.76M
|
-$184K
|
-7,605
|
-4%
|
|
|
59
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$4.74M
|
+$244K
|
+10,065
|
+6%
|
|
|
60
|
GP Brinson Investments
Chicago,
Illinois
|
$4.6M
|
–
|
–
|
–
|
|
|
61
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$4.27M
|
-$5.6K
|
-231
|
-0.1%
|
|
|
62
|
SimplyRich
Carlsbad,
California
|
$4.18M
|
-$172K
|
-7,099
|
-4%
|
|
|
63
|
Fiduciary Financial Group
San Rafael,
California
|
$3.94M
|
+$158K
|
+6,535
|
+4%
|
|
|
64
|
SOL Capital Management
Rockville,
Maryland
|
$3.72M
|
-$727
|
-30
|
-0%
|
|
|
65
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$3.71M
|
+$3.56M
|
+146,920
|
+4,770%
|
|
|
66
|
RFP Financial Group
Atlanta,
Georgia
|
$3.47M
|
-$75.1K
|
-3,098
|
-2%
|
|
|
67
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.34M
|
-$317K
|
-13,080
|
-9%
|
|
|
68
|
Arkos Global Advisors
Houston,
Texas
|
$3.21M
|
-$174K
|
-7,171
|
-5%
|
|
|
69
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.12M
|
-$18.9K
|
-782
|
-0.6%
|
|
|
70
|
Manske Wealth Management
Houston,
Texas
|
$2.96M
|
+$125K
|
+5,166
|
+5%
|
|
|
71
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.85M
|
+$99.2K
|
+4,094
|
+4%
|
|
|
72
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.69M
|
+$2.64M
|
+108,843
|
New
|
|
|
73
|
Collective Family Office
York,
Pennsylvania
|
$2.55M
|
+$487K
|
+20,113
|
+24%
|
|
|
74
|
RS Crum Inc
Newport Beach,
California
|
$2.54M
|
-$688K
|
-28,405
|
-22%
|
|
|
75
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.49M
|
+$93.1K
|
+3,843
|
+4%
|
|
