|
26
|
GHP Investment Advisors
Denver,
Colorado
|
$915K
|
+$32.8K
|
+1,110
|
+4%
|
|
|
27
|
|
$914K
|
-$957K
|
-32,341
|
-52%
|
|
|
28
|
Summit Financial Strategies
Columbus,
Ohio
|
$873K
|
+$59.7K
|
+2,017
|
+7%
|
|
|
29
|
Savant Capital
Rockford,
Illinois
|
$829K
|
+$351K
|
+11,880
|
+76%
|
|
|
30
|
Choreo LLC
Rockford,
Illinois
|
$799K
|
+$281K
|
+9,483
|
+56%
|
|
|
31
|
One Capital Management
Westlake Village,
California
|
$764K
|
+$147K
|
+4,968
|
+24%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$762K
|
+$88.5K
|
+2,991
|
+13%
|
|
|
33
|
Cabot Wealth Management
Salem,
Massachusetts
|
$717K
|
+$703K
|
+23,762
|
New
|
|
|
34
|
Avior Wealth Management
Omaha,
Nebraska
|
$625K
|
-$39.6K
|
-1,337
|
-6%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$620K
|
-$414K
|
-13,983
|
-40%
|
|
|
36
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$616K
|
-$1.25M
|
-42,224
|
-67%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$553K
|
+$96.9K
|
+3,276
|
+22%
|
|
|
38
|
BOK Financial Private Wealth
Denver,
Colorado
|
$501K
|
+$20.5K
|
+694
|
+4%
|
|
|
39
|
Alesco Advisors
Pittsford,
New York
|
$449K
|
-$503
|
-17
|
-0.1%
|
|
|
40
|
Bartlett & Co
Cincinnati,
Ohio
|
$410K
|
+$314K
|
+10,623
|
+357%
|
|
|
41
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$366K
|
+$3.49K
|
+118
|
+1%
|
|
|
42
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$345K
|
+$8.7K
|
+294
|
+3%
|
|
|
43
|
American International Group
New York
|
$310K
|
-$200K
|
-6,769
|
-40%
|
|
|
44
|
Vista Capital Partners
Portland,
Oregon
|
$306K
|
+$11.4K
|
+384
|
+4%
|
|
|
45
|
Evensky & Katz
Coral Gables,
Florida
|
$303K
|
-$518K
|
-17,509
|
-64%
|
|
|
46
|
BCWM LLC
Overland Park,
Kansas
|
$301K
|
+$10.5K
|
+356
|
+4%
|
|
|
47
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$300K
|
+$294K
|
+9,947
|
New
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$294K
|
+$75.1K
|
+2,540
|
+35%
|
|
|
49
|
North Star Asset Management
Neenah,
Wisconsin
|
$287K
|
–
|
–
|
–
|
|
|
50
|
|
$278K
|
+$158K
|
+5,335
|
+137%
|
|
