|
51
|
Destination Wealth Management
Walnut Creek,
California
|
$12.5M
|
+$4.62M
|
+420,786
|
+169%
|
|
|
52
|
Watermark Asset Management
San Ramon,
California
|
$12.2M
|
+$273K
|
+24,888
|
+2%
|
|
|
53
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12.1M
|
+$1.59M
|
+145,056
|
+15%
|
|
|
54
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$11.8M
|
+$872K
|
+79,332
|
+8%
|
|
|
55
|
Cobblestone Capital Advisors
Rochester,
New York
|
$11.3M
|
+$1.62M
|
+147,840
|
+16%
|
|
|
56
|
IMA Advisory Services
Denver,
Colorado
|
$11M
|
-$10.5K
|
-954
|
-0.1%
|
|
|
57
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$10.9M
|
+$837K
|
+76,164
|
+8%
|
|
|
58
|
WBH Advisory
Baltimore,
Maryland
|
$10.2M
|
+$439K
|
+39,942
|
+4%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.1M
|
-$820K
|
-74,670
|
-7%
|
|
|
60
|
|
$9.93M
|
-$1.35M
|
-122,562
|
-12%
|
|
|
61
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9.54M
|
-$943K
|
-85,854
|
-9%
|
|
|
62
|
|
$9.24M
|
+$231K
|
+21,054
|
+2%
|
|
|
63
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.05M
|
+$7.69M
|
+699,726
|
+461%
|
|
|
64
|
Pegasus Asset Management
Montebello,
New York
|
$8.88M
|
+$313K
|
+28,512
|
+4%
|
|
|
65
|
Regis Management Company
Menlo Park,
California
|
$8.7M
|
+$1.31M
|
+118,842
|
+17%
|
|
|
66
|
Madden Advisory Services
Jacksonville,
Florida
|
$8.37M
|
+$136K
|
+12,372
|
+2%
|
|
|
67
|
Gemmer Asset Management
Walnut Creek,
California
|
$8.13M
|
+$880K
|
+80,118
|
+12%
|
|
|
68
|
Portfolio Solutions
Royal Oak,
Michigan
|
$8.08M
|
-$701K
|
-63,840
|
-8%
|
|
|
69
|
SigFig Wealth Management
San Francisco,
California
|
$7.29M
|
-$661K
|
-60,126
|
-8%
|
|
|
70
|
Strategic Capital Advisers
Denver,
Colorado
|
$7.29M
|
–
|
–
|
–
|
|
|
71
|
Domani Wealth
Lancaster,
Pennsylvania
|
$7.1M
|
+$1.03M
|
+93,444
|
+16%
|
|
|
72
|
Gateway Advisory
Westfield,
New Jersey
|
$6.39M
|
+$46.8K
|
+4,260
|
+0.7%
|
|
|
73
|
Meridian Wealth Management
Lexington,
Kentucky
|
$6.36M
|
-$692K
|
-63,006
|
-10%
|
|
|
74
|
Asset Dedication LLC
San Francisco,
California
|
$5.96M
|
-$10.2K
|
-930
|
-0.2%
|
|
|
75
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$5.93M
|
+$31.8K
|
+2,892
|
+0.5%
|
|
