|
51
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.95M
|
-$310K
|
-6,185
|
-5%
|
|
|
52
|
Financial Engines Advisors
Santa Clara,
California
|
$5.8M
|
-$355K
|
-7,073
|
-6%
|
|
|
53
|
Waverly Advisors
Birmingham,
Alabama
|
$5.21M
|
-$36.4K
|
-725
|
-0.7%
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$5.17M
|
-$14.7K
|
-292
|
-0.3%
|
|
|
55
|
DecisionPoint Financial
Mesa,
Arizona
|
$5.16M
|
-$136K
|
-2,719
|
-3%
|
|
|
56
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$5.04M
|
-$4.34M
|
-86,548
|
-46%
|
|
|
57
|
Lido Advisors
Los Angeles,
California
|
$5M
|
-$8.79M
|
-175,165
|
-64%
|
|
|
58
|
Principal Securities
Des Moines,
Iowa
|
$4.84M
|
+$793K
|
+15,808
|
+20%
|
|
|
59
|
Matthew Hamilton Rosenberg
|
$4.73M
|
-$537K
|
-10,695
|
-10%
|
|
|
60
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$4.59M
|
-$380K
|
-7,574
|
-8%
|
|
|
61
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.17M
|
-$382K
|
-7,615
|
-8%
|
|
|
62
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.06M
|
–
|
–
|
–
|
|
|
63
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.01M
|
+$1.33M
|
+26,581
|
+50%
|
|
|
64
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.99M
|
-$30K
|
-598
|
-0.8%
|
|
|
65
|
Atria Investments
Charlotte,
North Carolina
|
$3.89M
|
-$30.2K
|
-602
|
-0.8%
|
|
|
66
|
Belpointe Asset Management
Reno,
Nevada
|
$3.87M
|
+$109K
|
+2,169
|
+3%
|
|
|
67
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$3.8M
|
-$8.38K
|
-167
|
-0.2%
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
$3.62M
|
-$786K
|
-15,662
|
-18%
|
|
|
69
|
|
$3.39M
|
-$23.5K
|
-469
|
-0.7%
|
|
|
70
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.3M
|
+$720K
|
+14,352
|
+28%
|
|
|
71
|
Rockbridge Investment Management
Syracuse,
New York
|
$3.14M
|
+$853
|
+17
|
+0%
|
|
|
72
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.13M
|
-$719K
|
-14,323
|
-19%
|
|
|
73
|
|
$3.03M
|
-$7.18K
|
-143
|
-0.2%
|
|
|
74
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.61M
|
+$621K
|
+12,377
|
+31%
|
|
|
75
|
Turn8 Private Wealth
Pointe Claire,
|
$2.51M
|
+$178K
|
+3,550
|
+8%
|
|
