|
26
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$7.6M
|
-$2.45M
|
-47,119
|
-24%
|
|
|
27
|
|
$6.83M
|
-$12.5M
|
-239,830
|
-65%
|
|
|
28
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.78M
|
–
|
–
|
–
|
|
|
29
|
Mission Wealth Management
Santa Barbara,
California
|
$6.73M
|
-$776K
|
-14,942
|
-10%
|
|
|
30
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$6.41M
|
+$331K
|
+6,367
|
+5%
|
|
|
31
|
Advisory Services Network
Atlanta,
Georgia
|
$5.71M
|
+$747K
|
+14,372
|
+15%
|
|
|
32
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.65M
|
-$308K
|
-5,936
|
-5%
|
|
|
33
|
|
$5.21M
|
+$3.79M
|
+73,017
|
+276%
|
|
|
34
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$5.21M
|
+$2M
|
+38,476
|
+63%
|
|
|
35
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$5.19M
|
+$10.3K
|
+199
|
+0.2%
|
|
|
36
|
Evoke Wealth
Los Angeles,
California
|
$4.79M
|
-$1.45M
|
-27,840
|
-23%
|
|
|
37
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$4.6M
|
-$2.34M
|
-45,045
|
-34%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$4.4M
|
-$313K
|
-6,017
|
-7%
|
|
|
39
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.58M
|
+$144K
|
+2,773
|
+4%
|
|
|
40
|
LPL Financial
San Diego,
California
|
$3.42M
|
-$47.5K
|
-914
|
-1%
|
|
|
41
|
Empirical Wealth Management
Seattle,
Washington
|
$3.4M
|
+$18K
|
+347
|
+0.5%
|
|
|
42
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.3M
|
-$229K
|
-4,413
|
-7%
|
|
|
43
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$3.27M
|
–
|
–
|
–
|
|
|
44
|
Northland Capital Management
Virginia,
Minnesota
|
$3.26M
|
-$412K
|
-7,936
|
-11%
|
|
|
45
|
Human Investing
Lake Oswego,
Oregon
|
$3.22M
|
+$132K
|
+2,541
|
+4%
|
|
|
46
|
Garde Capital
Seattle,
Washington
|
$3.11M
|
-$142K
|
-2,742
|
-4%
|
|
|
47
|
|
$3.01M
|
-$1.92K
|
-37
|
-0.1%
|
|
|
48
|
Financial Connections Group
Corte Madera,
California
|
$2.81M
|
+$306K
|
+5,898
|
+12%
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.78M
|
-$180K
|
-3,465
|
-6%
|
|
|
50
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.64M
|
+$1.83M
|
+35,196
|
+231%
|
|
