|
51
|
Spinnaker Trust
Portland,
Maine
|
$13.1M
|
-$4.85K
|
-44
|
-0%
|
|
|
52
|
First Horizon Advisors
Memphis,
Tennessee
|
$12.9M
|
+$119K
|
+1,081
|
+0.9%
|
|
|
53
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$12.4M
|
+$1.84M
|
+16,690
|
+18%
|
|
|
54
|
SVB Wealth
Boston,
Massachusetts
|
$12.1M
|
-$2.74M
|
-24,843
|
-19%
|
|
|
55
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$690K
|
+6,262
|
+6%
|
|
|
56
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11.8M
|
+$2.85M
|
+25,874
|
+32%
|
|
|
57
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$11.7M
|
+$990K
|
+8,982
|
+9%
|
|
|
58
|
Aspiriant LLC
Los Angeles,
California
|
$11.3M
|
-$117K
|
-1,061
|
-1%
|
|
|
59
|
Portland Global Advisors
Portland,
Maine
|
$11M
|
+$307K
|
+2,786
|
+3%
|
|
|
60
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11M
|
+$27.2K
|
+247
|
+0.2%
|
|
|
61
|
|
$11M
|
-$27.2M
|
-246,673
|
-71%
|
|
|
62
|
MilWealth Group
Milwaukee,
Wisconsin
|
$10.8M
|
+$33.1K
|
+300
|
+0.3%
|
|
|
63
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.6M
|
-$164K
|
-1,485
|
-2%
|
|
|
64
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$10.5M
|
+$10.5M
|
+95,281
|
New
|
|
|
65
|
Partners in Financial Planning
Salem,
Virginia
|
$10.3M
|
-$113K
|
-1,022
|
-1%
|
|
|
66
|
|
$10.2M
|
+$738K
|
+6,695
|
+8%
|
|
|
67
|
JGP Wealth Management
Bend,
Oregon
|
$9.9M
|
+$62.9K
|
+571
|
+0.6%
|
|
|
68
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$9.74M
|
-$363K
|
-3,290
|
-4%
|
|
|
69
|
Redwood Investment Management
Scottsdale,
Arizona
|
$9.57M
|
–
|
–
|
–
|
|
|
70
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$9.41M
|
-$28.5K
|
-259
|
-0.3%
|
|
|
71
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$9.39M
|
+$321K
|
+2,910
|
+4%
|
|
|
72
|
Family CFO
Los Altos,
California
|
$9.03M
|
+$216K
|
+1,959
|
+2%
|
|
|
73
|
IFG Advisors
St. Louis,
Missouri
|
$8.94M
|
+$313K
|
+2,844
|
+4%
|
|
|
74
|
|
$7.99M
|
+$4.86M
|
+44,075
|
+156%
|
|
|
75
|
Causeway Capital Management
Los Angeles,
California
|
$7.83M
|
+$2.56M
|
+23,228
|
+49%
|
|
