|
51
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
52
|
Sandy Spring Bank
Olney,
Maryland
|
$1.07M
|
-$44.3K
|
-1,715
|
-4%
|
|
|
53
|
AJ Wealth Strategies
New York
|
$1.04M
|
+$1.04M
|
+40,073
|
New
|
|
|
54
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$1.03M
|
–
|
–
|
–
|
|
|
55
|
Virginia National Bank
Charlottesville,
Virginia
|
$992K
|
–
|
–
|
–
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$963K
|
+$95.2K
|
+3,684
|
+11%
|
|
|
57
|
Sigma Investment Counselors
Northville,
Michigan
|
$956K
|
–
|
–
|
–
|
|
|
58
|
Blue Square Asset Management
New York
|
$941K
|
+$935K
|
+36,179
|
New
|
|
|
59
|
Spinnaker Trust
Portland,
Maine
|
$932K
|
-$33.6K
|
-1,300
|
-3%
|
|
|
60
|
Forte Asset Management
Bedford,
New York
|
$920K
|
+$915K
|
+35,400
|
New
|
|
|
61
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$902K
|
-$51.7K
|
-2,000
|
-5%
|
|
|
62
|
Private Trust Company
Cleveland,
Ohio
|
$902K
|
+$896K
|
+34,689
|
New
|
|
|
63
|
4J Wealth Management
Alexandria,
Virginia
|
$901K
|
+$896K
|
+34,668
|
New
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$897K
|
+$444K
|
+17,167
|
+99%
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$874K
|
-$1.7M
|
-65,785
|
-66%
|
|
|
66
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$843K
|
+$838K
|
+32,436
|
New
|
|
|
67
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$802K
|
+$797K
|
+30,841
|
New
|
|
|
68
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$773K
|
–
|
–
|
–
|
|
|
69
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$735K
|
–
|
–
|
–
|
|
|
70
|
Valmark Advisers
Akron,
Ohio
|
$732K
|
-$200K
|
-7,724
|
-22%
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$727K
|
+$282K
|
+10,927
|
+64%
|
|
|
72
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$646K
|
-$97.4K
|
-3,769
|
-13%
|
|
|
73
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$639K
|
+$134K
|
+5,197
|
+27%
|
|
|
74
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$617K
|
-$106K
|
-4,099
|
-15%
|
|
|
75
|
Global Financial Private Client
Sarasota,
Florida
|
$597K
|
+$593K
|
+22,955
|
New
|
|
