|
51
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$20.5M
|
+$176K
|
+4,793
|
+0.8%
|
|
|
52
|
Sequoia Financial Advisors
Akron,
Ohio
|
$20.4M
|
+$177K
|
+4,820
|
+0.9%
|
|
|
53
|
Capital Performance Advisors
Walnut Creek,
California
|
$20.4M
|
+$331K
|
+8,993
|
+2%
|
|
|
54
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$20.2M
|
+$652K
|
+17,713
|
+3%
|
|
|
55
|
INVST
Indianapolis,
Indiana
|
$20.2M
|
+$20.6M
|
+558,972
|
New
|
|
|
56
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$19.2M
|
-$2.98M
|
-80,817
|
-13%
|
|
|
57
|
Bank of America
Charlotte,
North Carolina
|
$18.5M
|
+$5.42M
|
+147,119
|
+40%
|
|
|
58
|
Bayshore Asset Management
Coral Gables,
Florida
|
$17.5M
|
+$27.6K
|
+750
|
+0.2%
|
|
|
59
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$17.3M
|
+$88K
|
+2,390
|
+0.5%
|
|
|
60
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$16.8M
|
+$269K
|
+7,313
|
+2%
|
|
|
61
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$16.1M
|
+$104K
|
+2,831
|
+0.6%
|
|
|
62
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$15.9M
|
+$110K
|
+2,998
|
+0.7%
|
|
|
63
|
Forum Financial Management
Lombard,
Illinois
|
$15.8M
|
-$404K
|
-10,977
|
-2%
|
|
|
64
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.8M
|
+$2.21M
|
+60,005
|
+16%
|
|
|
65
|
Riversedge Advisors
Wilmington,
Delaware
|
$15.5M
|
+$15.9M
|
+432,417
|
New
|
|
|
66
|
Acropolis Investment Management
St. Louis,
Missouri
|
$15.5M
|
+$1.1M
|
+29,839
|
+7%
|
|
|
67
|
McLean Asset Management
Tysons,
Virginia
|
$15.4M
|
-$30.1K
|
-817
|
-0.2%
|
|
|
68
|
Fiduciary Financial Group
San Rafael,
California
|
$15.1M
|
+$14.9M
|
+403,927
|
New
|
|
|
69
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$14.4M
|
-$1.13M
|
-30,713
|
-7%
|
|
|
70
|
Peirce Capital Management
The Woodlands,
Texas
|
$13.9M
|
+$782K
|
+21,224
|
+6%
|
|
|
71
|
Dopkins Wealth Management
Williamsville,
New York
|
$13.9M
|
+$90.7K
|
+2,463
|
+0.6%
|
|
|
72
|
|
$13.6M
|
-$952K
|
-25,857
|
-6%
|
|
|
73
|
Wells Fargo
San Francisco,
California
|
$13.6M
|
+$302K
|
+8,194
|
+2%
|
|
|
74
|
FMFE Wealth Management
Syracuse,
New York
|
$13.5M
|
+$371K
|
+10,070
|
+3%
|
|
|
75
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$13.4M
|
+$109K
|
+2,967
|
+0.8%
|
|
