|
101
|
Kalos Management
Alpharetta,
Georgia
|
$7.3M
|
+$7.13M
|
+617,280
|
New
|
|
|
102
|
Portfolio Solutions
Royal Oak,
Michigan
|
$7.16M
|
-$743K
|
-64,386
|
-10%
|
|
|
103
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$7.02M
|
+$125K
|
+10,800
|
+2%
|
|
|
104
|
Intelligence Driven Advisers
Carlsbad,
California
|
$6.91M
|
+$3.31M
|
+286,224
|
+95%
|
|
|
105
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$6.83M
|
-$68.9K
|
-5,970
|
-1%
|
|
|
106
|
Roundview Capital
Princeton,
New Jersey
|
$6.77M
|
+$211K
|
+18,282
|
+3%
|
|
|
107
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$6.58M
|
-$216K
|
-18,678
|
-3%
|
|
|
108
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$6.48M
|
+$30.3K
|
+2,622
|
+0.5%
|
|
|
109
|
Successful Portfolios
Clearwater,
Florida
|
$6.44M
|
+$164K
|
+14,220
|
+3%
|
|
|
110
|
First Business Financial Services
Madison,
Wisconsin
|
$6.39M
|
-$283K
|
-24,492
|
-4%
|
|
|
111
|
PrairieView Partners
St. Paul,
Minnesota
|
$6.38M
|
+$25.4K
|
+2,196
|
+0.4%
|
|
|
112
|
JMG Financial Group
Downers Grove,
Illinois
|
$6.29M
|
+$233K
|
+20,190
|
+4%
|
|
|
113
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$6.24M
|
–
|
–
|
–
|
|
|
114
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$6.1M
|
-$285K
|
-24,714
|
-5%
|
|
|
115
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$5.98M
|
+$101K
|
+8,730
|
+2%
|
|
|
116
|
Opes Wealth Management
Menlo Park,
California
|
$5.95M
|
-$272K
|
-23,580
|
-4%
|
|
|
117
|
Fagan Associates
Troy,
New York
|
$5.95M
|
+$29.6K
|
+2,562
|
+0.5%
|
|
|
118
|
Strategic Capital Advisers
Denver,
Colorado
|
$5.86M
|
-$58.9K
|
-5,100
|
-1%
|
|
|
119
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5.46M
|
+$147K
|
+12,726
|
+3%
|
|
|
120
|
Savant Capital
Rockford,
Illinois
|
$5.39M
|
+$10.8K
|
+936
|
+0.2%
|
|
|
121
|
Advisor Group
Phoenix,
Arizona
|
$5.19M
|
+$1.62M
|
+140,538
|
+47%
|
|
|
122
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.11M
|
-$34.5K
|
-2,988
|
-0.7%
|
|
|
123
|
Regis Management Company
Menlo Park,
California
|
$5.08M
|
-$4.92M
|
-426,120
|
-50%
|
|
|
124
|
Truepoint Inc
Cincinnati,
Ohio
|
$5.03M
|
-$142K
|
-12,324
|
-3%
|
|
|
125
|
Genesee Capital Advisors
Auburn,
New York
|
$5.01M
|
+$4.42M
|
+382,776
|
+873%
|
|
