|
51
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$12.2M
|
-$16.8K
|
-338
|
-0.1%
|
|
|
52
|
Private Advisor Group
Morristown,
New Jersey
|
$11.9M
|
+$304K
|
+6,104
|
+2%
|
|
|
53
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$11.9M
|
+$12.5M
|
+251,566
|
New
|
|
|
54
|
Capital Advantage
Walnut Creek,
California
|
$11.5M
|
+$3.96M
|
+79,598
|
+49%
|
|
|
55
|
Valeo Financial Advisors
Carmel,
Indiana
|
$11.4M
|
-$14K
|
-282
|
-0.1%
|
|
|
56
|
Cedar Wealth Management
Walnut Creek,
California
|
$11.4M
|
-$1.25M
|
-25,200
|
-9%
|
|
|
57
|
Boothe Investment Group
Dover,
Delaware
|
$11.2M
|
-$315K
|
-6,326
|
-3%
|
|
|
58
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$10.7M
|
+$539K
|
+10,828
|
+5%
|
|
|
59
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10.6M
|
+$687K
|
+13,812
|
+7%
|
|
|
60
|
|
$9.88M
|
+$5.55M
|
+111,584
|
+114%
|
|
|
61
|
Legacy Private Trust
Neenah,
Wisconsin
|
$9.73M
|
-$3.25M
|
-65,353
|
-24%
|
|
|
62
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$9.53M
|
+$538K
|
+10,806
|
+6%
|
|
|
63
|
Sigma Investment Management
Portland,
Oregon
|
$9.4M
|
+$595K
|
+11,947
|
+6%
|
|
|
64
|
Bank of Hawaii
Honolulu,
Hawaii
|
$9.18M
|
-$1.86M
|
-37,386
|
-16%
|
|
|
65
|
WBH Advisory
Baltimore,
Maryland
|
$8.94M
|
+$215K
|
+4,326
|
+2%
|
|
|
66
|
Spring Creek Investment Management
Philadelphia,
Pennsylvania
|
$8.75M
|
+$9.22M
|
+185,225
|
New
|
|
|
67
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$8.72M
|
-$2.81M
|
-56,495
|
-23%
|
|
|
68
|
Coyle Financial Counsel
Glenview,
Illinois
|
$8.69M
|
+$180K
|
+3,618
|
+2%
|
|
|
69
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$8.64M
|
+$9.11M
|
+183,153
|
New
|
|
|
70
|
Valmark Advisers
Akron,
Ohio
|
$8.15M
|
+$7.06M
|
+141,967
|
+463%
|
|
|
71
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$8M
|
+$2.78M
|
+55,950
|
+49%
|
|
|
72
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.86M
|
+$4.5M
|
+90,413
|
+119%
|
|
|
73
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$7.83M
|
-$399K
|
-8,024
|
-5%
|
|
|
74
|
Pacific Center for Financial Services
San Ramon,
California
|
$7.28M
|
+$677K
|
+13,612
|
+10%
|
|
|
75
|
Freestone Capital Holdings
Seattle,
Washington
|
$7.2M
|
+$2.82M
|
+56,740
|
+59%
|
|
