|
51
|
Corient Capital Partners
Newport Beach,
California
|
$5.31M
|
+$5.71M
|
+163,344
|
New
|
|
|
52
|
Squar Milner Financial Services
Irvine,
California
|
$5.06M
|
+$2.44M
|
+69,754
|
+81%
|
|
|
53
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$5M
|
+$4.86M
|
+139,000
|
+927%
|
|
|
54
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.97M
|
+$407K
|
+11,643
|
+8%
|
|
|
55
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$4.86M
|
+$5.23M
|
+149,642
|
New
|
|
|
56
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$4.85M
|
+$460K
|
+13,160
|
+10%
|
|
|
57
|
Brio Consultants
San Francisco,
California
|
$4.78M
|
+$5.14M
|
+147,089
|
New
|
|
|
58
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$4.57M
|
+$146K
|
+4,179
|
+3%
|
|
|
59
|
Waller Financial Planning Group
Columbus,
Ohio
|
$4.45M
|
+$4.79M
|
+136,970
|
New
|
|
|
60
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.43M
|
-$2.68M
|
-76,801
|
-36%
|
|
|
61
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.33M
|
+$105K
|
+3,002
|
+2%
|
|
|
62
|
Royal Fund Management
Lady Lake,
Florida
|
$4.33M
|
-$370K
|
-10,600
|
-7%
|
|
|
63
|
Barber Financial Group
Lenexa,
Kansas
|
$4.22M
|
+$4.54M
|
+129,858
|
New
|
|
|
64
|
Mutual Advisors
Omaha,
Nebraska
|
$3.97M
|
+$2.69M
|
+76,884
|
+169%
|
|
|
65
|
Good Life Advisors
Reading,
Pennsylvania
|
$3.79M
|
+$351K
|
+10,030
|
+9%
|
|
|
66
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.64M
|
-$424K
|
-12,127
|
-10%
|
|
|
67
|
Centerpoint Advisors
Needham,
Massachusetts
|
$3.63M
|
+$3.9M
|
+111,674
|
New
|
|
|
68
|
Money Design
Tokyo,
Japan
|
$3.48M
|
+$3.74M
|
+107,137
|
New
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
$3.47M
|
+$2.68M
|
+76,771
|
+257%
|
|
|
70
|
Probity Advisors
Dallas,
Texas
|
$3.41M
|
+$120K
|
+3,427
|
+3%
|
|
|
71
|
Atria Investments
Charlotte,
North Carolina
|
$3.37M
|
-$1.39M
|
-39,781
|
-28%
|
|
|
72
|
Wealthquest
Cincinnati,
Ohio
|
$3.37M
|
+$3.63M
|
+103,734
|
New
|
|
|
73
|
Snowden Capital Advisors
New York
|
$3.33M
|
-$485K
|
-13,876
|
-12%
|
|
|
74
|
|
$3.19M
|
+$170K
|
+4,877
|
+5%
|
|
|
75
|
Managed Account Services
Coconut Grove,
Florida
|
$3.09M
|
+$767K
|
+21,938
|
+32%
|
|
