|
51
|
CSM Advisors
Warrendale,
Pennsylvania
|
$17M
|
+$15.3M
|
+124,200
|
+5,285%
|
|
|
52
|
|
$15.9M
|
-$387K
|
-3,138
|
-3%
|
|
|
53
|
Portland Global Advisors
Portland,
Maine
|
$15.8M
|
+$645K
|
+5,232
|
+5%
|
|
|
54
|
MilWealth Group
Milwaukee,
Wisconsin
|
$15.7M
|
+$88.7K
|
+719
|
+0.6%
|
|
|
55
|
Aspiriant LLC
Los Angeles,
California
|
$15M
|
-$94.6K
|
-767
|
-0.7%
|
|
|
56
|
Fusion Family Wealth
Woodbury,
New York
|
$14.4M
|
-$7.48M
|
-60,650
|
-36%
|
|
|
57
|
Partners in Financial Planning
Salem,
Virginia
|
$14.4M
|
+$87.5K
|
+709
|
+0.7%
|
|
|
58
|
Raymond James Financial
St Petersburg,
Florida
|
$12.9M
|
+$22K
|
+178
|
+0.2%
|
|
|
59
|
IMA Advisory Services
Denver,
Colorado
|
$12.1M
|
-$281K
|
-2,277
|
-2%
|
|
|
60
|
Coldstream Capital Management
Bellevue,
Washington
|
$11.8M
|
-$329K
|
-2,666
|
-3%
|
|
|
61
|
Ameriprise
Minneapolis,
Minnesota
|
$11.8M
|
-$462K
|
-3,744
|
-4%
|
|
|
62
|
Family CFO
Los Altos,
California
|
$11.5M
|
+$20.5K
|
+166
|
+0.2%
|
|
|
63
|
Inspire Trust Company
Reno,
Nevada
|
$11.5M
|
–
|
–
|
–
|
|
|
64
|
Modera Wealth Management
Westwood,
New Jersey
|
$11.3M
|
-$694K
|
-5,629
|
-6%
|
|
|
65
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$11.2M
|
-$261K
|
-2,112
|
-2%
|
|
|
66
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.6M
|
-$2.51M
|
-20,358
|
-20%
|
|
|
67
|
IFG Advisors
St. Louis,
Missouri
|
$10.6M
|
-$300K
|
-2,430
|
-3%
|
|
|
68
|
Strategic Financial Planning
Plano,
Texas
|
$10.5M
|
+$126K
|
+1,021
|
+1%
|
|
|
69
|
|
$10.4M
|
-$31.5M
|
-255,394
|
-77%
|
|
|
70
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$10.4M
|
-$306K
|
-2,477
|
-3%
|
|
|
71
|
Fountainhead AM
Warren,
New Jersey
|
$10.2M
|
+$609K
|
+4,939
|
+7%
|
|
|
72
|
|
$9.84M
|
-$1.12M
|
-9,077
|
-11%
|
|
|
73
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$9.77M
|
+$1.48M
|
+12,004
|
+20%
|
|
|
74
|
Valmark Advisers
Akron,
Ohio
|
$9.58M
|
+$112K
|
+911
|
+1%
|
|
|
75
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$9.55M
|
-$166K
|
-1,344
|
-2%
|
|
