|
51
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.16M
|
+$2.32M
|
+35,790
|
New
|
|
|
52
|
Surevest
Los Angeles,
California
|
$2.15M
|
+$2.32M
|
+35,728
|
New
|
|
|
53
|
Stratford Consulting
Addison,
Texas
|
$2.1M
|
-$65.3K
|
-1,007
|
-3%
|
|
|
54
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2.04M
|
-$114K
|
-1,758
|
-5%
|
|
|
55
|
Parkside Advisors
Berkeley,
California
|
$2.02M
|
+$602K
|
+9,282
|
+38%
|
|
|
56
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$2.02M
|
+$1.36M
|
+20,995
|
+168%
|
|
|
57
|
Private Advisor Group
Morristown,
New Jersey
|
$2.01M
|
+$380K
|
+5,857
|
+21%
|
|
|
58
|
Cerity Partners OCIO
New York
|
$2M
|
-$11.5M
|
-177,187
|
-84%
|
|
|
59
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.9M
|
-$511K
|
-7,889
|
-20%
|
|
|
60
|
Marietta Wealth Management
Marietta,
Georgia
|
$1.89M
|
-$456K
|
-7,031
|
-18%
|
|
|
61
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.8M
|
+$1.94M
|
+29,930
|
New
|
|
|
62
|
CPWM LLC
Seattle,
Washington
|
$1.71M
|
–
|
–
|
–
|
|
|
63
|
United Bank (Virginia)
Vienna,
Virginia
|
$1.49M
|
+$233K
|
+3,602
|
+17%
|
|
|
64
|
|
$1.46M
|
-$35.3M
|
-545,302
|
-96%
|
|
|
65
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.43M
|
+$1.43M
|
+22,093
|
+1,436%
|
|
|
66
|
Unison Advisors
Washington,
District of Columbia
|
$1.39M
|
-$16.6K
|
-256
|
-1%
|
|
|
67
|
Private Vista
Chicago,
Illinois
|
$1.37M
|
-$510K
|
-7,872
|
-26%
|
|
|
68
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.32M
|
-$622K
|
-9,592
|
-31%
|
|
|
69
|
GW & Wade
Wellesley,
Massachusetts
|
$1.3M
|
-$1.36K
|
-21
|
-0.1%
|
|
|
70
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.3M
|
+$84.6K
|
+1,306
|
+6%
|
|
|
71
|
Atria Investments
Charlotte,
North Carolina
|
$1.29M
|
+$381K
|
+5,881
|
+38%
|
|
|
72
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.24M
|
+$119K
|
+1,833
|
+10%
|
|
|
73
|
Tortoise Investment Management
White Plains,
New York
|
$1.24M
|
+$127K
|
+1,960
|
+11%
|
|
|
74
|
Stifel Financial
St. Louis,
Missouri
|
$1.23M
|
-$68.4K
|
-1,056
|
-5%
|
|
|
75
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$1.18M
|
+$1.26M
|
+19,484
|
New
|
|
