|
26
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.93M
|
+$248K
|
+15,374
|
+5%
|
|
|
27
|
White Pine Investment Company
Livonia,
Michigan
|
$4.49M
|
+$76.8K
|
+4,770
|
+2%
|
|
|
28
|
BCWM LLC
Overland Park,
Kansas
|
$4.08M
|
-$83.3K
|
-5,176
|
-2%
|
|
|
29
|
Mosaic Financial Partners
San Francisco,
California
|
$4.06M
|
–
|
–
|
–
|
|
|
30
|
LPL Financial
San Diego,
California
|
$3.98M
|
-$138K
|
-8,572
|
-3%
|
|
|
31
|
One Capital Management
Westlake Village,
California
|
$3.92M
|
+$64.5K
|
+4,006
|
+2%
|
|
|
32
|
American Money Management
Rancho Santa Fe,
California
|
$3.82M
|
-$20.5K
|
-1,272
|
-0.5%
|
|
|
33
|
GHP Investment Advisors
Denver,
Colorado
|
$3.79M
|
+$135K
|
+8,364
|
+4%
|
|
|
34
|
Emery Howard Portfolio Management
Burlingame,
California
|
$3.69M
|
+$362K
|
+22,476
|
+11%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.63M
|
+$3.28M
|
+203,586
|
+1,235%
|
|
|
36
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$3.61M
|
+$505K
|
+31,360
|
+17%
|
|
|
37
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.54M
|
+$261K
|
+16,204
|
+8%
|
|
|
38
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.44M
|
+$665K
|
+41,284
|
+25%
|
|
|
39
|
|
$3.41M
|
-$1.79M
|
-111,060
|
-35%
|
|
|
40
|
Bank of the West
Monterey Park,
California
|
$3.25M
|
+$1.85M
|
+115,050
|
+140%
|
|
|
41
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$3.15M
|
-$51.6K
|
-3,206
|
-2%
|
|
|
42
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$2.98M
|
+$122K
|
+7,550
|
+4%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.77M
|
+$100K
|
+6,228
|
+4%
|
|
|
44
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.69M
|
+$239K
|
+14,820
|
+10%
|
|
|
45
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$2.65M
|
-$192K
|
-11,948
|
-7%
|
|
|
46
|
Garde Capital
Seattle,
Washington
|
$2.61M
|
+$2.55M
|
+158,402
|
New
|
|
|
47
|
Alesco Advisors
Pittsford,
New York
|
$2.61M
|
+$11.4K
|
+708
|
+0.4%
|
|
|
48
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.25M
|
-$86.1K
|
-5,350
|
-4%
|
|
|
49
|
Bangor Savings Bank
Bangor,
Maine
|
$2.13M
|
+$65.2K
|
+4,048
|
+3%
|
|
|
50
|
ProVise Management Group
Clearwater,
Florida
|
$2.04M
|
+$433K
|
+26,908
|
+28%
|
|
