|
51
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$16.3M
|
-$73.2K
|
-4,782
|
-0.4%
|
|
|
52
|
Cabot Wealth Management
Salem,
Massachusetts
|
$15.8M
|
-$2.07M
|
-135,174
|
-11%
|
|
|
53
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$15.6M
|
-$6.59M
|
-430,910
|
-28%
|
|
|
54
|
UBS Group
Zurich,
Switzerland
|
$15.6M
|
-$376K
|
-24,556
|
-2%
|
|
|
55
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.3M
|
+$13.7M
|
+896,430
|
+483%
|
|
|
56
|
Keel Point
Huntsville,
Alabama
|
$14.6M
|
+$15.8M
|
+1,032,246
|
New
|
|
|
57
|
Financial Consulate
Hunt Valley,
Maryland
|
$13.8M
|
-$604K
|
-39,440
|
-4%
|
|
|
58
|
Wells Fargo
San Francisco,
California
|
$13.7M
|
+$8.06M
|
+526,820
|
+120%
|
|
|
59
|
Courage Miller Partners
Norfolk,
Virginia
|
$13.7M
|
+$629K
|
+41,114
|
+4%
|
|
|
60
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$13.4M
|
+$14.4M
|
+943,520
|
New
|
|
|
61
|
Tradewinds Capital Management
Bellingham,
Washington
|
$13.3M
|
+$30K
|
+1,958
|
+0.2%
|
|
|
62
|
Weatherstone Capital Management
Denver,
Colorado
|
$13M
|
+$11.9M
|
+775,800
|
New
|
|
|
63
|
|
$12.9M
|
+$1.2M
|
+78,740
|
+9%
|
|
|
64
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$12.9M
|
–
|
–
|
–
|
|
|
65
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$12.9M
|
-$683K
|
-44,662
|
-5%
|
|
|
66
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$12.6M
|
+$4.92M
|
+321,696
|
+57%
|
|
|
67
|
Summit Asset Management
Memphis,
Tennessee
|
$12.5M
|
+$1.11M
|
+72,528
|
+9%
|
|
|
68
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$12.4M
|
+$13.4M
|
+876,856
|
New
|
|
|
69
|
CWH Capital Management
Spokane,
Washington
|
$12.3M
|
-$6.12M
|
-399,670
|
-31%
|
|
|
70
|
Howard Financial Services
Dallas,
Texas
|
$12.2M
|
+$13.2M
|
+863,244
|
New
|
|
|
71
|
North Star Asset Management
Neenah,
Wisconsin
|
$12.2M
|
+$3.11M
|
+203,038
|
+31%
|
|
|
72
|
Choreo LLC
Rockford,
Illinois
|
$11.8M
|
+$7.35M
|
+480,088
|
+135%
|
|
|
73
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$11.7M
|
+$8.85M
|
+578,566
|
+233%
|
|
|
74
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$11.6M
|
-$758K
|
-49,524
|
-6%
|
|
|
75
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$11.4M
|
+$1.32K
|
+86
|
+0%
|
|
