|
26
|
Aspiriant LLC
Los Angeles,
California
|
$3M
|
+$3M
|
+123,355
|
New
|
|
|
27
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.88M
|
+$324K
|
+13,324
|
+13%
|
|
|
28
|
Camelot Portfolios
Maumee,
Ohio
|
$2.79M
|
+$2.8M
|
+114,949
|
New
|
|
|
29
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$2.52M
|
+$196K
|
+8,043
|
+8%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$2.08M
|
+$46.5K
|
+1,912
|
+2%
|
|
|
31
|
WrapManager Inc
Mill Valley,
California
|
$2M
|
+$414K
|
+17,024
|
+26%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.93M
|
+$298K
|
+12,270
|
+18%
|
|
|
33
|
Lyell Wealth Management
Menlo Park,
California
|
$1.83M
|
+$43.2K
|
+1,775
|
+2%
|
|
|
34
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$1.61M
|
+$108K
|
+4,445
|
+7%
|
|
|
35
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$1.37M
|
-$408K
|
-16,766
|
-23%
|
|
|
36
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1M
|
+$52.1K
|
+2,143
|
+5%
|
|
|
37
|
|
$955K
|
+$463K
|
+19,049
|
+94%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$887K
|
–
|
–
|
–
|
|
|
39
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$816K
|
–
|
–
|
–
|
|
|
40
|
MCF Advisors
Covington,
Kentucky
|
$797K
|
-$10.7K
|
-439
|
-1%
|
|
|
41
|
Avantax Planning Partners
Dubuque,
Iowa
|
$758K
|
+$133K
|
+5,481
|
+21%
|
|
|
42
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$752K
|
-$555K
|
-22,835
|
-42%
|
|
|
43
|
Sandy Spring Bank
Olney,
Maryland
|
$734K
|
+$355K
|
+14,590
|
+93%
|
|
|
44
|
Wolverine Trading
Chicago,
Illinois
|
$563K
|
-$3.09K
|
-127
|
-0.5%
|
|
|
45
|
Bank of New York Mellon
New York
|
$505K
|
+$94.7K
|
+3,896
|
+23%
|
|
|
46
|
Ritholtz Wealth Management
New York
|
$501K
|
+$501K
|
+20,600
|
New
|
|
|
47
|
HM Payson & Co
Portland,
Maine
|
$486K
|
+$486K
|
+20,000
|
New
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$461K
|
+$109K
|
+4,489
|
+31%
|
|
|
49
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$441K
|
+$5.67K
|
+233
|
+1%
|
|
|
50
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$435K
|
-$1.1M
|
-45,076
|
-72%
|
|
