|
51
|
Mariner
Overland Park,
Kansas
|
$5.78M
|
+$520K
|
+60,588
|
+10%
|
|
|
52
|
Delphi Private Advisors
San Diego,
California
|
$5.7M
|
-$612K
|
-71,388
|
-10%
|
|
|
53
|
Asset Dedication LLC
San Francisco,
California
|
$5.65M
|
+$398K
|
+46,368
|
+8%
|
|
|
54
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$5.53M
|
–
|
–
|
–
|
|
|
55
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$4.95M
|
-$30K
|
-3,498
|
-0.6%
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.62M
|
+$111K
|
+12,960
|
+2%
|
|
|
57
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$4.56M
|
+$68.8K
|
+8,022
|
+2%
|
|
|
58
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$4.55M
|
-$1.06M
|
-123,312
|
-19%
|
|
|
59
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$4.54M
|
+$247K
|
+28,782
|
+6%
|
|
|
60
|
|
$4.51M
|
+$1.61M
|
+188,112
|
+56%
|
|
|
61
|
Keel Point
Huntsville,
Alabama
|
$4.48M
|
+$1.64M
|
+191,790
|
+58%
|
|
|
62
|
Destination Wealth Management
Walnut Creek,
California
|
$4.37M
|
-$368K
|
-42,924
|
-8%
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
+$3.86M
|
+449,994
|
+878%
|
|
|
64
|
BOK Financial Private Wealth
Denver,
Colorado
|
$4.23M
|
-$107K
|
-12,498
|
-2%
|
|
|
65
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.21M
|
+$232K
|
+27,108
|
+6%
|
|
|
66
|
Alesco Advisors
Pittsford,
New York
|
$3.92M
|
-$251K
|
-29,244
|
-6%
|
|
|
67
|
Lenox Wealth Advisors
New York
|
$3.83M
|
+$284K
|
+33,078
|
+8%
|
|
|
68
|
Corrado Advisors
Ramsey,
New Jersey
|
$3.81M
|
-$1.42M
|
-165,372
|
-27%
|
|
|
69
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3.66M
|
+$1.67M
|
+195,180
|
+85%
|
|
|
70
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$3.48M
|
+$1.54M
|
+179,964
|
+78%
|
|
|
71
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$3.35M
|
+$297K
|
+34,602
|
+10%
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
$3.32M
|
-$486K
|
-56,712
|
-13%
|
|
|
73
|
Appleton Group
Appleton,
Wisconsin
|
$3.32M
|
+$3.76K
|
+438
|
+0.1%
|
|
|
74
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3.29M
|
+$240K
|
+28,020
|
+8%
|
|
|
75
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.21M
|
-$179K
|
-20,892
|
-5%
|
|
