|
51
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$13.2M
|
+$973K
|
+29,875
|
+8%
|
|
|
52
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$13.2M
|
+$973K
|
+29,875
|
+8%
|
|
|
53
|
Marotta Asset Management
Charlottesville,
Virginia
|
$12.8M
|
-$1.13M
|
-34,729
|
-8%
|
|
|
54
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12.6M
|
+$2.04M
|
+62,657
|
+19%
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$259K
|
+7,965
|
+2%
|
|
|
56
|
James Investment Research
Alpha,
Ohio
|
$11.3M
|
+$4.43M
|
+136,122
|
+62%
|
|
|
57
|
Adams Wealth Management
Logan,
Utah
|
$10.5M
|
+$2.77M
|
+85,161
|
+35%
|
|
|
58
|
55I LLC
Boston,
Massachusetts
|
$10.4M
|
+$1.34M
|
+41,073
|
+14%
|
|
|
59
|
Wealthspire Advisors (New York)
New York
|
$10.1M
|
+$1.25M
|
+38,335
|
+14%
|
|
|
60
|
Rockbridge Investment Management
Syracuse,
New York
|
$9.47M
|
-$282K
|
-8,661
|
-3%
|
|
|
61
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.39M
|
-$143K
|
-4,387
|
-1%
|
|
|
62
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$9.26M
|
+$349K
|
+10,710
|
+4%
|
|
|
63
|
Bangor Savings Bank
Bangor,
Maine
|
$9.17M
|
+$1.18M
|
+36,341
|
+14%
|
|
|
64
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$8.84M
|
-$105K
|
-3,225
|
-1%
|
|
|
65
|
Garde Capital
Seattle,
Washington
|
$8.83M
|
-$369K
|
-11,328
|
-4%
|
|
|
66
|
Charles Schwab Trust
Henderson,
Nevada
|
$8.74M
|
+$1.79M
|
+54,890
|
+25%
|
|
|
67
|
|
$8.6M
|
-$401K
|
-12,327
|
-4%
|
|
|
68
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$8.51M
|
+$1.46M
|
+44,804
|
+20%
|
|
|
69
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$8.26M
|
+$8.46M
|
+259,817
|
New
|
|
|
70
|
Parallel Advisors
San Francisco,
California
|
$8.16M
|
+$3.05M
|
+93,594
|
+57%
|
|
|
71
|
Portfolio Solutions
Royal Oak,
Michigan
|
$8.14M
|
+$67.6K
|
+2,077
|
+0.8%
|
|
|
72
|
Treybourne Wealth Planners
Greenwood,
Indiana
|
$7.95M
|
+$152K
|
+4,665
|
+2%
|
|
|
73
|
Your Advocates Ltd
Houston,
Texas
|
$7.95M
|
-$4.35M
|
-133,467
|
-35%
|
|
|
74
|
Redwood Investment Management
Scottsdale,
Arizona
|
$7.82M
|
+$8.01M
|
+246,064
|
New
|
|
|
75
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7.8M
|
-$300K
|
-9,213
|
-4%
|
|
