|
51
|
UBS Group
Zurich,
Switzerland
|
$6.38M
|
-$8.34M
|
-581,672
|
-56%
|
|
|
52
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.22M
|
+$459K
|
+32,018
|
+8%
|
|
|
53
|
Tanglewood Wealth Management
Houston,
Texas
|
$6.16M
|
-$6.61M
|
-460,904
|
-51%
|
|
|
54
|
Sequoia Financial Advisors
Akron,
Ohio
|
$6.06M
|
+$1.45M
|
+101,470
|
+30%
|
|
|
55
|
Cobblestone Capital Advisors
Rochester,
New York
|
$5.96M
|
+$1.41M
|
+98,330
|
+29%
|
|
|
56
|
EP Wealth Advisors
Torrance,
California
|
$5.92M
|
+$4.55M
|
+317,518
|
+284%
|
|
|
57
|
Bainco International Investors
Boston,
Massachusetts
|
$5.83M
|
+$91.7K
|
+6,400
|
+2%
|
|
|
58
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$5.71M
|
+$5.94M
|
+414,294
|
New
|
|
|
59
|
GHP Investment Advisors
Denver,
Colorado
|
$5.66M
|
+$1.26M
|
+87,636
|
+27%
|
|
|
60
|
Bank of New York Mellon
New York
|
$5.66M
|
-$4.24M
|
-295,906
|
-42%
|
|
|
61
|
WrapManager Inc
Mill Valley,
California
|
$5.6M
|
+$5.83M
|
+406,516
|
New
|
|
|
62
|
JMG Financial Group
Downers Grove,
Illinois
|
$5.38M
|
+$684K
|
+47,740
|
+14%
|
|
|
63
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.24M
|
+$257K
|
+17,938
|
+5%
|
|
|
64
|
White Pine Investment Company
Livonia,
Michigan
|
$5.17M
|
+$57.1K
|
+3,986
|
+1%
|
|
|
65
|
LVW Advisors
Pittsford,
New York
|
$5.03M
|
+$5.23M
|
+365,084
|
New
|
|
|
66
|
Summit Financial Strategies
Columbus,
Ohio
|
$4.66M
|
-$554K
|
-38,666
|
-10%
|
|
|
67
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$4.51M
|
+$128K
|
+8,930
|
+3%
|
|
|
68
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$4.45M
|
+$316K
|
+22,052
|
+7%
|
|
|
69
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$4.44M
|
+$2.83M
|
+197,432
|
+158%
|
|
|
70
|
Wealth Architects
Mountain View,
California
|
$4.21M
|
+$87.2K
|
+6,086
|
+2%
|
|
|
71
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$3.96M
|
+$215K
|
+15,006
|
+6%
|
|
|
72
|
Rand Wealth
Baltimore,
Maryland
|
$3.96M
|
-$3.36M
|
-234,350
|
-45%
|
|
|
73
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$3.94M
|
+$25.5K
|
+1,780
|
+0.6%
|
|
|
74
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.92M
|
-$272K
|
-18,976
|
-6%
|
|
|
75
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$3.9M
|
-$457K
|
-31,920
|
-10%
|
|
