|
101
|
KeyBank National Association
Cleveland,
Ohio
|
$7.05M
|
+$8.48M
|
+700,506
|
New
|
|
|
102
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$7M
|
+$695K
|
+57,426
|
+9%
|
|
|
103
|
Spreng Capital Management
Bucyrus,
Ohio
|
$6.97M
|
-$563K
|
-46,548
|
-6%
|
|
|
104
|
Modus Advisors
Excelsior,
Minnesota
|
$6.91M
|
-$966K
|
-79,860
|
-10%
|
|
|
105
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$6.85M
|
+$4.95M
|
+409,080
|
+151%
|
|
|
106
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$6.5M
|
+$2.45M
|
+202,176
|
+46%
|
|
|
107
|
Great Lakes Retirement
Sandusky,
Ohio
|
$6.43M
|
+$716K
|
+59,178
|
+10%
|
|
|
108
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$6.42M
|
+$190K
|
+15,708
|
+3%
|
|
|
109
|
Regis Management Company
Menlo Park,
California
|
$6.35M
|
+$2.41M
|
+199,512
|
+46%
|
|
|
110
|
Kalos Management
Alpharetta,
Georgia
|
$6.23M
|
-$1.08M
|
-89,124
|
-14%
|
|
|
111
|
Roundview Capital
Princeton,
New Jersey
|
$6.07M
|
-$595K
|
-49,146
|
-8%
|
|
|
112
|
Vista Capital Partners
Portland,
Oregon
|
$5.9M
|
+$5.03M
|
+415,542
|
+244%
|
|
|
113
|
Vivaldi Capital Management
Chicago,
Illinois
|
$5.86M
|
+$7.04M
|
+581,784
|
New
|
|
|
114
|
SigFig Wealth Management
San Francisco,
California
|
$5.83M
|
-$692K
|
-57,210
|
-9%
|
|
|
115
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$5.76M
|
-$6.53M
|
-539,832
|
-49%
|
|
|
116
|
Savant Capital
Rockford,
Illinois
|
$5.75M
|
+$1.83M
|
+150,954
|
+36%
|
|
|
117
|
Opes Wealth Management
Menlo Park,
California
|
$5.61M
|
+$326K
|
+26,916
|
+5%
|
|
|
118
|
Genesee Capital Advisors
Auburn,
New York
|
$5.57M
|
+$714K
|
+58,992
|
+12%
|
|
|
119
|
Trellis Advisors
Ellensburg,
Washington
|
$5.53M
|
-$364K
|
-30,060
|
-5%
|
|
|
120
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$5.4M
|
-$2.01M
|
-165,792
|
-24%
|
|
|
121
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.4M
|
-$2.01M
|
-165,792
|
-24%
|
|
|
122
|
JMG Financial Group
Downers Grove,
Illinois
|
$5.31M
|
+$15.6K
|
+1,290
|
+0.2%
|
|
|
123
|
AJ Wealth Strategies
New York
|
$5.17M
|
+$4.41M
|
+364,194
|
+244%
|
|
|
124
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.08M
|
+$312K
|
+25,770
|
+5%
|
|
|
125
|
|
$4.84M
|
+$5.4M
|
+446,628
|
+1,316%
|
|
