|
51
|
UBS Group
Zurich,
Switzerland
|
$16.6M
|
+$6.9M
|
+282,216
|
+69%
|
|
|
52
|
Roundview Capital
Princeton,
New Jersey
|
$16M
|
-$2.66M
|
-108,888
|
-14%
|
|
|
53
|
G2 Capital Management
Columbus,
Ohio
|
$15.9M
|
-$1.75M
|
-71,436
|
-10%
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$15.6M
|
-$397K
|
-16,236
|
-2%
|
|
|
55
|
Evensky & Katz
Coral Gables,
Florida
|
$14.9M
|
+$8.92M
|
+364,770
|
+144%
|
|
|
56
|
FLC Capital Advisors
Palm Desert,
California
|
$14.9M
|
+$12.9M
|
+525,430
|
+571%
|
|
|
57
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14.8M
|
-$8.35M
|
-341,424
|
-36%
|
|
|
58
|
First National Trust
Hermitage,
Pennsylvania
|
$14.8M
|
+$691K
|
+28,270
|
+5%
|
|
|
59
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$14.3M
|
-$663K
|
-27,110
|
-4%
|
|
|
60
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$14.1M
|
-$1.5M
|
-61,214
|
-9%
|
|
|
61
|
Members Advisory Group
Williamsville,
New York
|
$13.8M
|
+$90.7K
|
+3,710
|
+0.7%
|
|
|
62
|
Journey Advisory Group
Covington,
Kentucky
|
$13.8M
|
-$453K
|
-18,518
|
-3%
|
|
|
63
|
Avior Wealth Management
Omaha,
Nebraska
|
$13.8M
|
+$806K
|
+32,942
|
+6%
|
|
|
64
|
Mason & Associates (California)
Los Angeles,
California
|
$13.4M
|
+$353K
|
+14,432
|
+3%
|
|
|
65
|
Abacus Planning Group
Columbia,
South Carolina
|
$11.7M
|
-$227K
|
-9,274
|
-2%
|
|
|
66
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$11.4M
|
+$10.9M
|
+446,260
|
+1,812%
|
|
|
67
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$11.3M
|
-$4.19M
|
-171,184
|
-27%
|
|
|
68
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$11.3M
|
-$28.2M
|
-1,154,414
|
-71%
|
|
|
69
|
World Investment Advisors
Santa Barbara,
California
|
$11.1M
|
-$269K
|
-10,982
|
-2%
|
|
|
70
|
Walker Financial Services
Bowling Green,
Kentucky
|
$11.1M
|
+$8.3M
|
+339,228
|
+285%
|
|
|
71
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$11M
|
-$2.2M
|
-89,948
|
-16%
|
|
|
72
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$10.9M
|
+$66.7K
|
+2,726
|
+0.6%
|
|
|
73
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$10.4M
|
-$3.61M
|
-147,562
|
-25%
|
|
|
74
|
Krane Funds Advisors
New York
|
$10.4M
|
-$62.6M
|
-2,559,900
|
-86%
|
|
|
75
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$10.2M
|
-$1.02M
|
-41,610
|
-9%
|
|
