|
26
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.84M
|
-$569K
|
-22,224
|
-12%
|
|
|
27
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$3.83M
|
-$80.4K
|
-3,141
|
-2%
|
|
|
28
|
Empirical Wealth Management
Seattle,
Washington
|
$3.7M
|
+$25.4K
|
+991
|
+0.7%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$3.31M
|
+$1.13M
|
+43,992
|
+47%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$3.14M
|
+$244K
|
+9,532
|
+8%
|
|
|
31
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.95M
|
+$110K
|
+4,293
|
+4%
|
|
|
32
|
Gateway Advisory
Westfield,
New Jersey
|
$2.95M
|
+$257K
|
+10,036
|
+9%
|
|
|
33
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$2.69M
|
+$593K
|
+23,160
|
+27%
|
|
|
34
|
|
$2.64M
|
+$891K
|
+34,788
|
+48%
|
|
|
35
|
VSR Financial Services
Overland Park,
Kansas
|
$2.62M
|
+$1.52M
|
+59,547
|
+126%
|
|
|
36
|
|
$2.34M
|
+$2.44M
|
+95,359
|
New
|
|
|
37
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$2.32M
|
-$2.28K
|
-89
|
-0.1%
|
|
|
38
|
Evensky & Katz
Coral Gables,
Florida
|
$2.29M
|
+$31.6K
|
+1,233
|
+1%
|
|
|
39
|
Frontier Investment Management
Dallas,
Texas
|
$2.24M
|
+$571K
|
+22,300
|
+32%
|
|
|
40
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.98M
|
-$1.99M
|
-77,581
|
-49%
|
|
|
41
|
Aspiriant Holdings S3
Los Angeles,
California
|
$1.97M
|
+$974K
|
+38,040
|
+90%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$1.94M
|
+$1.86M
|
+72,624
|
+1,181%
|
|
|
43
|
One Capital Management
Westlake Village,
California
|
$1.83M
|
+$110K
|
+4,277
|
+6%
|
|
|
44
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.79M
|
+$1.32M
|
+51,567
|
+243%
|
|
|
45
|
AMI Investment Management
Kendallville,
Indiana
|
$1.75M
|
+$437K
|
+17,072
|
+31%
|
|
|
46
|
Grimes & Company
Westborough,
Massachusetts
|
$1.75M
|
+$1.82M
|
+71,060
|
New
|
|
|
47
|
Homrich & Berg
Atlanta,
Georgia
|
$1.72M
|
+$64.2K
|
+2,507
|
+4%
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$1.7M
|
+$1.01M
|
+39,520
|
+133%
|
|
|
49
|
Planning Alternatives
Birmingham,
Michigan
|
$1.7M
|
+$68.5K
|
+2,677
|
+4%
|
|
|
50
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.64M
|
-$40.9K
|
-1,596
|
-2%
|
|
