|
26
|
Savant Capital
Rockford,
Illinois
|
$1.1M
|
+$249K
|
+7,827
|
+28%
|
|
|
27
|
Aspiriant Holdings S3
Los Angeles,
California
|
$1.07M
|
+$1.09M
|
+34,150
|
New
|
|
|
28
|
Wealth Architects
Mountain View,
California
|
$1.05M
|
-$11.9K
|
-374
|
-1%
|
|
|
29
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1M
|
-$4.33K
|
-136
|
-0.4%
|
|
|
30
|
Summit Financial Strategies
Columbus,
Ohio
|
$945K
|
+$38.9K
|
+1,224
|
+4%
|
|
|
31
|
One Capital Management
Westlake Village,
California
|
$868K
|
+$76.4K
|
+2,403
|
+9%
|
|
|
32
|
Choreo LLC
Rockford,
Illinois
|
$848K
|
+$18.9K
|
+594
|
+2%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$828K
|
+$187K
|
+5,888
|
+29%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$795K
|
+$4.48K
|
+141
|
+0.6%
|
|
|
35
|
Vigilant Capital Management
Portland,
Maine
|
$790K
|
-$1.19M
|
-37,443
|
-60%
|
|
|
36
|
Cabot Wealth Management
Salem,
Massachusetts
|
$756K
|
+$12.8K
|
+402
|
+2%
|
|
|
37
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$655K
|
+$528K
|
+16,602
|
+384%
|
|
|
38
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$640K
|
+$477
|
+15
|
+0.1%
|
|
|
39
|
Citadel Advisors
Miami,
Florida
|
$632K
|
-$2.1M
|
-66,177
|
-77%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$614K
|
+$40.7K
|
+1,281
|
+7%
|
|
|
41
|
BOK Financial Private Wealth
Denver,
Colorado
|
$558K
|
+$38.1K
|
+1,199
|
+7%
|
|
|
42
|
Evensky & Katz
Coral Gables,
Florida
|
$522K
|
+$233K
|
+7,337
|
+73%
|
|
|
43
|
Bartlett & Co
Cincinnati,
Ohio
|
$514K
|
+$90K
|
+2,830
|
+21%
|
|
|
44
|
Alesco Advisors
Pittsford,
New York
|
$479K
|
+$12.4K
|
+389
|
+3%
|
|
|
45
|
|
$467K
|
-$864K
|
-27,170
|
-65%
|
|
|
46
|
Sequoia Financial Advisors
Akron,
Ohio
|
$456K
|
+$463K
|
+14,573
|
New
|
|
|
47
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$425K
|
+$432K
|
+13,593
|
New
|
|
|
48
|
|
$421K
|
+$133K
|
+4,188
|
+45%
|
|
|
49
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$400K
|
+$19.7K
|
+620
|
+5%
|
|
|
50
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$384K
|
+$25.2K
|
+792
|
+7%
|
|
