|
51
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$22M
|
+$232K
|
+6,269
|
+1%
|
|
|
52
|
Trinity Financial Advisors
Columbus,
Ohio
|
$21.6M
|
+$622K
|
+16,812
|
+3%
|
|
|
53
|
Sequoia Financial Advisors
Akron,
Ohio
|
$21.4M
|
-$262K
|
-7,093
|
-1%
|
|
|
54
|
Bank of America
Charlotte,
North Carolina
|
$21.3M
|
+$1.7M
|
+45,889
|
+9%
|
|
|
55
|
Capital Performance Advisors
Walnut Creek,
California
|
$21.1M
|
-$447K
|
-12,094
|
-2%
|
|
|
56
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$20.3M
|
-$904K
|
-24,449
|
-4%
|
|
|
57
|
Riversedge Advisors
Wilmington,
Delaware
|
$19.6M
|
+$3.07M
|
+82,884
|
+19%
|
|
|
58
|
Prism Advisors
Studio City,
California
|
$18.7M
|
+$18.2M
|
+492,226
|
New
|
|
|
59
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$18.4M
|
+$71.4K
|
+1,931
|
+0.4%
|
|
|
60
|
Root Financial Partners
Encinitas,
California
|
$17.8M
|
+$4.95M
|
+133,765
|
+40%
|
|
|
61
|
Bayshore Asset Management
Coral Gables,
Florida
|
$17.7M
|
-$855K
|
-23,126
|
-5%
|
|
|
62
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$17.2M
|
+$203K
|
+5,501
|
+1%
|
|
|
63
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$17M
|
+$138K
|
+3,725
|
+0.8%
|
|
|
64
|
Acropolis Investment Management
St. Louis,
Missouri
|
$17M
|
+$600K
|
+16,224
|
+4%
|
|
|
65
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17M
|
+$220K
|
+5,953
|
+1%
|
|
|
66
|
Fiduciary Financial Group
San Rafael,
California
|
$16.7M
|
+$1.53M
|
+41,255
|
+10%
|
|
|
67
|
Forum Financial Management
Lombard,
Illinois
|
$16.7M
|
-$109K
|
-2,943
|
-0.7%
|
|
|
68
|
|
$16.6M
|
-$130M
|
-3,517,676
|
-89%
|
|
|
69
|
McLean Asset Management
Tysons,
Virginia
|
$15.6M
|
-$280K
|
-7,562
|
-2%
|
|
|
70
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$15.4M
|
+$200K
|
+5,414
|
+1%
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
$15.4M
|
+$980K
|
+26,498
|
+7%
|
|
|
72
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$15.2M
|
+$14.8M
|
+399,029
|
New
|
|
|
73
|
|
$14.9M
|
+$2.39M
|
+64,732
|
+20%
|
|
|
74
|
Peirce Capital Management
The Woodlands,
Texas
|
$14.4M
|
-$290K
|
-7,833
|
-2%
|
|
|
75
|
Pathstone Holdings
Englewood,
New Jersey
|
$14.2M
|
-$12K
|
-325
|
-0.1%
|
|
