|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$51.1M
|
+$16.8M
|
+2,964,760
|
+50%
|
|
|
2
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$41.2M
|
-$856K
|
-150,560
|
-2%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$31.8M
|
+$9.8M
|
+1,723,864
|
+45%
|
|
|
4
|
|
$14.3M
|
+$14.1M
|
+2,487,856
|
New
|
|
|
5
|
Gemmer Asset Management
Walnut Creek,
California
|
$10.6M
|
+$10.4M
|
+1,837,792
|
New
|
|
|
6
|
Summit Asset Management
Memphis,
Tennessee
|
$9.95M
|
-$225K
|
-39,600
|
-2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$8.66M
|
+$532K
|
+93,680
|
+7%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.19M
|
-$2.19M
|
-386,152
|
-24%
|
|
|
9
|
ProVise Management Group
Clearwater,
Florida
|
$7.11M
|
+$3.17M
|
+557,096
|
+82%
|
|
|
10
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.71M
|
-$90.8K
|
-15,976
|
-1%
|
|
|
11
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.34M
|
-$391K
|
-68,832
|
-7%
|
|
|
12
|
One Capital Management
Westlake Village,
California
|
$5.04M
|
+$4.98M
|
+875,928
|
New
|
|
|
13
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.55M
|
+$1.18M
|
+208,000
|
+51%
|
|
|
14
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.42M
|
+$78.3K
|
+13,776
|
+2%
|
|
|
15
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.4M
|
+$802K
|
+141,072
|
+31%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$3.36M
|
-$739K
|
-129,976
|
-18%
|
|
|
17
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.33M
|
+$285K
|
+50,176
|
+9%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.69M
|
+$1.93M
|
+339,024
|
+262%
|
|
|
19
|
|
$2.3M
|
+$2.27M
|
+400,000
|
New
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.22M
|
+$734K
|
+129,112
|
+50%
|
|
|
21
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.01M
|
+$31.3K
|
+5,512
|
+2%
|
|
|
22
|
DRW Securities
Chicago,
Illinois
|
$1.98M
|
+$587K
|
+103,304
|
+43%
|
|
|
23
|
BlackRock Institutional Trust
San Francisco,
California
|
$1.78M
|
+$1.76M
|
+310,400
|
New
|
|
|
24
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.63M
|
+$1.61M
|
+283,840
|
New
|
|
|
25
|
IMA Advisory Services
Denver,
Colorado
|
$1.51M
|
-$18.8K
|
-3,312
|
-1%
|
|
