|
26
|
GHP Investment Advisors
Denver,
Colorado
|
$844K
|
+$874K
|
+29,242
|
New
|
|
|
27
|
Evensky & Katz
Coral Gables,
Florida
|
$795K
|
+$732K
|
+24,494
|
+797%
|
|
|
28
|
Summit Financial Strategies
Columbus,
Ohio
|
$777K
|
+$805K
|
+26,945
|
New
|
|
|
29
|
JMG Financial Group
Downers Grove,
Illinois
|
$716K
|
+$100K
|
+3,349
|
+16%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$641K
|
-$143K
|
-4,785
|
-18%
|
|
|
31
|
Avior Wealth Management
Omaha,
Nebraska
|
$636K
|
+$19K
|
+637
|
+3%
|
|
|
32
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$600K
|
+$562K
|
+18,791
|
New
|
|
|
33
|
One Capital Management
Westlake Village,
California
|
$587K
|
+$80.3K
|
+2,687
|
+15%
|
|
|
34
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$522K
|
–
|
–
|
–
|
|
|
35
|
|
$501K
|
-$2.97M
|
-99,234
|
-85%
|
|
|
36
|
American International Group
New York
|
$492K
|
+$158K
|
+5,280
|
+45%
|
|
|
37
|
Choreo LLC
Rockford,
Illinois
|
$491K
|
+$90.9K
|
+3,043
|
+22%
|
|
|
38
|
Hartline Investment Corp
Winnetka,
Illinois
|
$475K
|
–
|
–
|
–
|
|
|
39
|
BOK Financial Private Wealth
Denver,
Colorado
|
$459K
|
+$96.5K
|
+3,228
|
+25%
|
|
|
40
|
Savant Capital
Rockford,
Illinois
|
$450K
|
+$255K
|
+8,547
|
+121%
|
|
|
41
|
UBS Group
Zurich,
Switzerland
|
$434K
|
+$450K
|
+15,044
|
New
|
|
|
42
|
Alesco Advisors
Pittsford,
New York
|
$430K
|
+$77.2K
|
+2,582
|
+21%
|
|
|
43
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$347K
|
-$3.91M
|
-130,770
|
-92%
|
|
|
44
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$322K
|
+$65.8K
|
+2,201
|
+25%
|
|
|
45
|
Tortoise Investment Management
White Plains,
New York
|
$307K
|
+$40.3K
|
+1,350
|
+15%
|
|
|
46
|
Vista Capital Partners
Portland,
Oregon
|
$282K
|
+$46K
|
+1,540
|
+19%
|
|
|
47
|
Old Mission Capital
Chicago,
Illinois
|
$278K
|
+$288K
|
+9,635
|
New
|
|
|
48
|
BCWM LLC
Overland Park,
Kansas
|
$278K
|
+$1.82K
|
+61
|
+0.6%
|
|
|
49
|
North Star Asset Management
Neenah,
Wisconsin
|
$274K
|
–
|
–
|
–
|
|
|
50
|
Concert Wealth Management
San Jose,
California
|
$244K
|
-$63.2K
|
-2,115
|
-20%
|
|
