|
51
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11.5M
|
-$71.5K
|
-2,467
|
-0.7%
|
|
|
52
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$11.3M
|
+$58K
|
+2,000
|
+0.5%
|
|
|
53
|
Wells Fargo
San Francisco,
California
|
$10.7M
|
+$1.56M
|
+53,852
|
+18%
|
|
|
54
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$10.2M
|
+$620K
|
+21,393
|
+7%
|
|
|
55
|
Rockbridge Investment Management
Syracuse,
New York
|
$9.39M
|
-$255K
|
-8,781
|
-3%
|
|
|
56
|
First National Corp
Rockland,
Massachusetts
|
$9.37M
|
+$7.03M
|
+242,351
|
+383%
|
|
|
57
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.19M
|
-$348K
|
-12,010
|
-4%
|
|
|
58
|
Garde Capital
Seattle,
Washington
|
$8.86M
|
+$240K
|
+8,267
|
+3%
|
|
|
59
|
55I LLC
Boston,
Massachusetts
|
$8.8M
|
+$1.54M
|
+53,091
|
+23%
|
|
|
60
|
|
$8.67M
|
-$641K
|
-22,118
|
-7%
|
|
|
61
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$8.62M
|
+$61.6K
|
+2,125
|
+0.8%
|
|
|
62
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$8.6M
|
+$269K
|
+9,272
|
+3%
|
|
|
63
|
Wealthspire Advisors (New York)
New York
|
$8.54M
|
+$8.08M
|
+278,557
|
New
|
|
|
64
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$8.38M
|
+$1.01M
|
+34,744
|
+15%
|
|
|
65
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.93M
|
-$32.7K
|
-1,127
|
-0.4%
|
|
|
66
|
Appleton Group
Appleton,
Wisconsin
|
$7.86M
|
+$7.43M
|
+256,410
|
New
|
|
|
67
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.81M
|
-$79.3K
|
-2,736
|
-1%
|
|
|
68
|
Portfolio Solutions
Royal Oak,
Michigan
|
$7.79M
|
-$16.1K
|
-554
|
-0.2%
|
|
|
69
|
Bangor Savings Bank
Bangor,
Maine
|
$7.73M
|
+$419K
|
+14,444
|
+6%
|
|
|
70
|
Adams Wealth Management
Logan,
Utah
|
$7.55M
|
+$1.38M
|
+47,450
|
+24%
|
|
|
71
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$7.53M
|
+$7.12M
|
+245,614
|
New
|
|
|
72
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$7.14M
|
+$353K
|
+12,175
|
+6%
|
|
|
73
|
HC Advisors
Sandy Springs,
Georgia
|
$6.95M
|
+$799K
|
+27,539
|
+14%
|
|
|
74
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.88M
|
+$235K
|
+8,103
|
+4%
|
|
|
75
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$6.83M
|
-$237K
|
-8,162
|
-4%
|
|
