|
101
|
Oak Family Advisors
Chicago,
Illinois
|
$6.03M
|
+$5.93M
|
+254,894
|
New
|
|
|
102
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$5.96M
|
+$1.11M
|
+47,783
|
+23%
|
|
|
103
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.93M
|
+$573K
|
+24,616
|
+11%
|
|
|
104
|
American Trust
Lexington,
Kentucky
|
$5.91M
|
+$857K
|
+36,801
|
+17%
|
|
|
105
|
Naples Global Advisors
Naples,
Florida
|
$5.7M
|
+$802K
|
+34,460
|
+17%
|
|
|
106
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$5.6M
|
+$5.27M
|
+226,415
|
+2,240%
|
|
|
107
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$5.59M
|
-$1.88M
|
-80,947
|
-26%
|
|
|
108
|
United Capital Financial Advisors
Irving,
Texas
|
$5.59M
|
-$2.51M
|
-107,774
|
-31%
|
|
|
109
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.43M
|
-$537K
|
-23,073
|
-9%
|
|
|
110
|
L.J. Altfest & Co
New York
|
$5.38M
|
+$4.4M
|
+189,246
|
+499%
|
|
|
111
|
FAS Wealth Partners
Leawood,
Kansas
|
$5.36M
|
-$6.55M
|
-281,257
|
-55%
|
|
|
112
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.35M
|
-$288K
|
-12,375
|
-5%
|
|
|
113
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.27M
|
+$2.15M
|
+92,245
|
+71%
|
|
|
114
|
Boltwood Capital Management
Walnut Creek,
California
|
$5.19M
|
-$343K
|
-14,746
|
-6%
|
|
|
115
|
Ballast Advisors
Woodbury,
Minnesota
|
$5.08M
|
+$180K
|
+7,728
|
+4%
|
|
|
116
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.03M
|
+$2.28M
|
+97,847
|
+85%
|
|
|
117
|
Callan Capital
La Jolla,
California
|
$5.02M
|
-$327K
|
-14,062
|
-6%
|
|
|
118
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$5M
|
+$5.91K
|
+254
|
+0.1%
|
|
|
119
|
Guardian Financial Partners
Orange,
California
|
$4.86M
|
-$212K
|
-9,096
|
-4%
|
|
|
120
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$4.79M
|
+$99.2K
|
+4,260
|
+2%
|
|
|
121
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.79M
|
-$373K
|
-16,035
|
-7%
|
|
|
122
|
Leavell Investment Management
Mobile,
Alabama
|
$4.73M
|
-$408K
|
-17,548
|
-8%
|
|
|
123
|
Mason & Associates (California)
Los Angeles,
California
|
$4.72M
|
-$64.7K
|
-2,779
|
-1%
|
|
|
124
|
HC Advisors
Sandy Springs,
Georgia
|
$4.63M
|
-$1.15M
|
-49,322
|
-20%
|
|
|
125
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.57M
|
+$63.4K
|
+2,724
|
+1%
|
|
