|
51
|
CSM Advisors
Warrendale,
Pennsylvania
|
$18M
|
–
|
–
|
–
|
|
|
52
|
Portland Global Advisors
Portland,
Maine
|
$17.1M
|
+$293K
|
+2,116
|
+2%
|
|
|
53
|
|
$17M
|
+$209K
|
+1,508
|
+1%
|
|
|
54
|
MilWealth Group
Milwaukee,
Wisconsin
|
$16.7M
|
-$3.88K
|
-28
|
-0%
|
|
|
55
|
Aspiriant LLC
Los Angeles,
California
|
$15.2M
|
-$756K
|
-5,461
|
-5%
|
|
|
56
|
Partners in Financial Planning
Salem,
Virginia
|
$15.1M
|
-$155K
|
-1,121
|
-1%
|
|
|
57
|
Raymond James Financial
St Petersburg,
Florida
|
$14.8M
|
+$1.06M
|
+7,663
|
+8%
|
|
|
58
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$14.2M
|
+$11.5M
|
+83,171
|
+498%
|
|
|
59
|
Causeway Capital Management
Los Angeles,
California
|
$12.9M
|
+$3.97M
|
+28,641
|
+47%
|
|
|
60
|
IMA Advisory Services
Denver,
Colorado
|
$12.8M
|
-$111K
|
-799
|
-0.9%
|
|
|
61
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$12.5M
|
+$4.15M
|
+29,999
|
+52%
|
|
|
62
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.4M
|
-$169K
|
-1,222
|
-1%
|
|
|
63
|
Family CFO
Los Altos,
California
|
$12.2M
|
-$22.3K
|
-161
|
-0.2%
|
|
|
64
|
Ameriprise
Minneapolis,
Minnesota
|
$12.1M
|
-$451K
|
-3,257
|
-4%
|
|
|
65
|
Modera Wealth Management
Westwood,
New Jersey
|
$11.9M
|
-$88.4K
|
-638
|
-0.8%
|
|
|
66
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$11.6M
|
+$322K
|
+2,328
|
+3%
|
|
|
67
|
Fountainhead AM
Warren,
New Jersey
|
$11.4M
|
+$560K
|
+4,045
|
+5%
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
$11.3M
|
+$11M
|
+79,517
|
New
|
|
|
69
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$11.2M
|
-$626K
|
-4,519
|
-5%
|
|
|
70
|
Strategic Financial Planning
Plano,
Texas
|
$11M
|
-$129K
|
-935
|
-1%
|
|
|
71
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$10.3M
|
-$640K
|
-4,624
|
-6%
|
|
|
72
|
IFG Advisors
St. Louis,
Missouri
|
$10.1M
|
-$1.02M
|
-7,365
|
-9%
|
|
|
73
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$10.1M
|
+$455K
|
+3,286
|
+5%
|
|
|
74
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$10M
|
-$64.8K
|
-468
|
-0.7%
|
|
|
75
|
Valmark Advisers
Akron,
Ohio
|
$9.96M
|
-$196K
|
-1,412
|
-2%
|
|
