|
51
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.22M
|
+$2.84M
|
+93,058
|
+128%
|
|
|
52
|
Courage Miller Partners
Norfolk,
Virginia
|
$5.14M
|
+$219K
|
+7,172
|
+5%
|
|
|
53
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.1M
|
+$4.94M
|
+162,058
|
New
|
|
|
54
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$5.05M
|
-$301K
|
-9,880
|
-6%
|
|
|
55
|
One Capital Management
Westlake Village,
California
|
$5.03M
|
-$99.5K
|
-3,267
|
-2%
|
|
|
56
|
Strategic Financial Planning
Plano,
Texas
|
$5.01M
|
+$102K
|
+3,346
|
+2%
|
|
|
57
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$4.71M
|
-$69K
|
-2,265
|
-1%
|
|
|
58
|
Financial Consulate
Hunt Valley,
Maryland
|
$4.69M
|
-$108K
|
-3,556
|
-2%
|
|
|
59
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$4.63M
|
+$231K
|
+7,567
|
+5%
|
|
|
60
|
Central Trust Company
Jefferson City,
Missouri
|
$4.6M
|
+$607K
|
+19,916
|
+16%
|
|
|
61
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$4.6M
|
-$134K
|
-4,414
|
-3%
|
|
|
62
|
Merriman Wealth Management
Seattle,
Washington
|
$4.6M
|
+$4.22M
|
+138,415
|
+1,801%
|
|
|
63
|
Bank of America
Charlotte,
North Carolina
|
$4.55M
|
+$715K
|
+23,482
|
+19%
|
|
|
64
|
HighTower Advisors
Chicago,
Illinois
|
$4.5M
|
+$184K
|
+6,052
|
+4%
|
|
|
65
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$4.46M
|
-$74.2K
|
-2,435
|
-2%
|
|
|
66
|
Wells Fargo
San Francisco,
California
|
$4.46M
|
+$90.1K
|
+2,957
|
+2%
|
|
|
67
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.36M
|
+$3.99M
|
+131,045
|
+1,730%
|
|
|
68
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.29M
|
-$2.27M
|
-74,537
|
-35%
|
|
|
69
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$4.16M
|
+$1.76M
|
+57,854
|
+78%
|
|
|
70
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.02M
|
-$995K
|
-32,659
|
-22%
|
|
|
71
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.96M
|
+$162K
|
+5,312
|
+4%
|
|
|
72
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$3.78M
|
+$30K
|
+986
|
+0.8%
|
|
|
73
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.75M
|
+$3.63M
|
+119,213
|
New
|
|
|
74
|
Seaside Wealth Management
Carlsbad,
California
|
$3.69M
|
+$178K
|
+5,828
|
+5%
|
|
|
75
|
Latigo Investments
Fort Lauderdale,
Florida
|
$3.38M
|
–
|
–
|
–
|
|
