|
51
|
Accredited Investors
Edina,
Minnesota
|
$9.32M
|
-$5.88M
|
-83,970
|
-37%
|
|
|
52
|
Evanson Asset Management
Carmel,
California
|
$9.1M
|
+$3.5K
|
+50
|
+0%
|
|
|
53
|
Wealth Architects
Mountain View,
California
|
$8.92M
|
+$17.4K
|
+249
|
+0.2%
|
|
|
54
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$8.15M
|
-$4.03M
|
-57,518
|
-32%
|
|
|
55
|
|
$8.13M
|
+$8.69M
|
+124,200
|
New
|
|
|
56
|
CX Institutional
Auburn,
Indiana
|
$8.1M
|
+$8.66M
|
+123,698
|
New
|
|
|
57
|
Peninsula Wealth
San Francisco,
California
|
$7.85M
|
+$8.09M
|
+115,599
|
+2,639%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$7.67M
|
+$426K
|
+6,086
|
+5%
|
|
|
59
|
Schroder Investment Management Group
London,
United Kingdom
|
$7.65M
|
-$568K
|
-8,116
|
-6%
|
|
|
60
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$7.07M
|
+$727K
|
+10,382
|
+11%
|
|
|
61
|
Ruggie Capital Group
Tavares,
Florida
|
$7.02M
|
-$3.74M
|
-53,482
|
-33%
|
|
|
62
|
|
$6.95M
|
+$4.78M
|
+68,257
|
+180%
|
|
|
63
|
Lake Point Wealth Management
Rockwall,
Texas
|
$6.78M
|
+$7.25M
|
+103,615
|
New
|
|
|
64
|
Zhang Financial
Portage,
Michigan
|
$6.71M
|
+$838K
|
+11,970
|
+13%
|
|
|
65
|
A&I Financial Services
Lone Tree,
Colorado
|
$6.66M
|
+$7.12M
|
+101,759
|
New
|
|
|
66
|
Bank of New York Mellon
New York
|
$6.26M
|
–
|
–
|
–
|
|
|
67
|
Natixis Advisors
Boston,
Massachusetts
|
$6.23M
|
+$6.66M
|
+95,146
|
New
|
|
|
68
|
Simon Quick Advisors
Morristown,
New Jersey
|
$6.13M
|
-$540K
|
-7,720
|
-8%
|
|
|
69
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.07M
|
+$6.04M
|
+86,295
|
+1,328%
|
|
|
70
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.7M
|
-$1.38M
|
-19,720
|
-19%
|
|
|
71
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5.41M
|
-$6.09M
|
-87,000
|
-51%
|
|
|
72
|
SYM Financial Corp
Winona Lake,
Indiana
|
$5.13M
|
+$5.48M
|
+78,288
|
New
|
|
|
73
|
Hamilton Wealth
Encino,
California
|
$5.09M
|
+$5.44M
|
+77,739
|
New
|
|
|
74
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$5.02M
|
-$23K
|
-329
|
-0.4%
|
|
|
75
|
Mariner
Overland Park,
Kansas
|
$4.98M
|
+$4.28M
|
+61,144
|
+409%
|
|
