|
51
|
Watermark Asset Management
San Ramon,
California
|
$12.8M
|
+$142K
|
+12,990
|
+1%
|
|
|
52
|
Bartlett & Co
Cincinnati,
Ohio
|
$12.8M
|
-$191K
|
-17,460
|
-1%
|
|
|
53
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$12.8M
|
-$191K
|
-17,460
|
-1%
|
|
|
54
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$12.1M
|
+$6.47M
|
+591,762
|
+116%
|
|
|
55
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$11.9M
|
+$668K
|
+61,134
|
+6%
|
|
|
56
|
LPL Financial
San Diego,
California
|
$11M
|
-$8.13M
|
-744,006
|
-43%
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.9M
|
+$377K
|
+34,470
|
+4%
|
|
|
58
|
WBH Advisory
Baltimore,
Maryland
|
$10.8M
|
+$203K
|
+18,600
|
+2%
|
|
|
59
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.8M
|
+$683K
|
+62,424
|
+7%
|
|
|
60
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$10.6M
|
+$9.93M
|
+908,364
|
+1,562%
|
|
|
61
|
IMA Advisory Services
Denver,
Colorado
|
$9.9M
|
-$1.5M
|
-136,794
|
-13%
|
|
|
62
|
|
$9.87M
|
-$400K
|
-36,558
|
-4%
|
|
|
63
|
Pegasus Asset Management
Montebello,
New York
|
$9.4M
|
+$215K
|
+19,680
|
+2%
|
|
|
64
|
Madden Advisory Services
Jacksonville,
Florida
|
$9.16M
|
+$495K
|
+45,306
|
+6%
|
|
|
65
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.05M
|
+$2.92M
|
+267,354
|
+48%
|
|
|
66
|
|
$8.86M
|
-$695K
|
-63,564
|
-7%
|
|
|
67
|
Gemmer Asset Management
Walnut Creek,
California
|
$8.52M
|
+$112K
|
+10,278
|
+1%
|
|
|
68
|
|
$8.21M
|
-$6.47M
|
-591,570
|
-44%
|
|
|
69
|
Domani Wealth
Lancaster,
Pennsylvania
|
$7.58M
|
+$235K
|
+21,456
|
+3%
|
|
|
70
|
SigFig Wealth Management
San Francisco,
California
|
$7.16M
|
-$378K
|
-34,590
|
-5%
|
|
|
71
|
Asset Dedication LLC
San Francisco,
California
|
$6.9M
|
+$730K
|
+66,732
|
+12%
|
|
|
72
|
Meridian Wealth Management
Lexington,
Kentucky
|
$6.61M
|
+$26.2K
|
+2,400
|
+0.4%
|
|
|
73
|
Strategic Capital Advisers
Denver,
Colorado
|
$6.56M
|
-$1.18M
|
-107,826
|
-16%
|
|
|
74
|
Regis Management Company
Menlo Park,
California
|
$6.52M
|
-$2.46M
|
-225,270
|
-28%
|
|
|
75
|
Gateway Advisory
Westfield,
New Jersey
|
$6.22M
|
-$394K
|
-36,072
|
-6%
|
|
