|
51
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$5.39M
|
+$477K
|
+18,989
|
+10%
|
|
|
52
|
Wealthspire Advisors (New York)
New York
|
$5.15M
|
+$220K
|
+8,768
|
+5%
|
|
|
53
|
GP Brinson Investments
Chicago,
Illinois
|
$4.76M
|
–
|
–
|
–
|
|
|
54
|
Fiduciary Financial Group
San Rafael,
California
|
$4.43M
|
+$368K
|
+14,661
|
+9%
|
|
|
55
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$4.41M
|
-$11.5K
|
-458
|
-0.3%
|
|
|
56
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.89M
|
+$3.4M
|
+135,624
|
+811%
|
|
|
57
|
SOL Capital Management
Rockville,
Maryland
|
$3.84M
|
-$6.53K
|
-260
|
-0.2%
|
|
|
58
|
RFP Financial Group
Atlanta,
Georgia
|
$3.76M
|
+$417K
|
+16,596
|
+12%
|
|
|
59
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.7M
|
+$1.27M
|
+50,700
|
+54%
|
|
|
60
|
SimplyRich
Carlsbad,
California
|
$3.69M
|
-$623K
|
-24,836
|
-15%
|
|
|
61
|
Arkos Global Advisors
Houston,
Texas
|
$3.16M
|
-$152K
|
-6,048
|
-5%
|
|
|
62
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.12M
|
-$108K
|
-4,307
|
-3%
|
|
|
63
|
Manske Wealth Management
Houston,
Texas
|
$3.03M
|
-$33.5K
|
-1,335
|
-1%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.78M
|
-$668K
|
-26,602
|
-20%
|
|
|
65
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$2.67M
|
+$86.7K
|
+3,453
|
+3%
|
|
|
66
|
Collective Family Office
York,
Pennsylvania
|
$2.66M
|
+$22.5K
|
+896
|
+0.9%
|
|
|
67
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.65M
|
+$898K
|
+35,783
|
+53%
|
|
|
68
|
RS Crum Inc
Newport Beach,
California
|
$2.63M
|
-$1.51K
|
-60
|
-0.1%
|
|
|
69
|
Raymond James Financial
St Petersburg,
Florida
|
$2.55M
|
+$150K
|
+5,964
|
+6%
|
|
|
70
|
Callan Family Office
Radnor,
Pennsylvania
|
$2.54M
|
+$2.31K
|
+92
|
+0.1%
|
|
|
71
|
Aurelius Family Office
Bedford,
New Hampshire
|
$2.51M
|
+$44.4K
|
+1,768
|
+2%
|
|
|
72
|
Emerald Advisors
Bellevue,
Washington
|
$2.47M
|
+$107K
|
+4,276
|
+5%
|
|
|
73
|
Hills Bank & Trust
North Liberty,
Iowa
|
$2.38M
|
-$390K
|
-15,553
|
-14%
|
|
|
74
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$2.38M
|
+$410K
|
+16,343
|
+21%
|
|
|
75
|
Mercer Global Advisors
Denver,
Colorado
|
$2.27M
|
-$117K
|
-4,655
|
-5%
|
|
