|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$66.3M
|
+$11.9M
|
+2,039,896
|
+23%
|
|
|
2
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$39.9M
|
-$3.45M
|
-590,720
|
-8%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$23.8M
|
-$9.41M
|
-1,609,208
|
-29%
|
|
|
4
|
Gemmer Asset Management
Walnut Creek,
California
|
$11.5M
|
+$305K
|
+52,120
|
+3%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$10.9M
|
+$10.5M
|
+1,798,312
|
New
|
|
|
6
|
Summit Asset Management
Memphis,
Tennessee
|
$10.6M
|
+$123K
|
+20,992
|
+1%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$9.16M
|
+$22.1K
|
+3,776
|
+0.3%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.11M
|
-$455K
|
-77,800
|
-6%
|
|
|
9
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.86M
|
-$1.18M
|
-201,552
|
-17%
|
|
|
10
|
One Capital Management
Westlake Village,
California
|
$5.44M
|
+$121K
|
+20,664
|
+2%
|
|
|
11
|
ProVise Management Group
Clearwater,
Florida
|
$4.87M
|
-$2.53M
|
-432,848
|
-35%
|
|
|
12
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.43M
|
-$1.16M
|
-197,592
|
-21%
|
|
|
13
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.8M
|
+$210K
|
+35,872
|
+6%
|
|
|
14
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.6M
|
-$14.6K
|
-2,504
|
-0.4%
|
|
|
15
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.41M
|
-$103K
|
-17,552
|
-3%
|
|
|
16
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.17M
|
-$556K
|
-95,120
|
-15%
|
|
|
17
|
|
$3.13M
|
-$11.5M
|
-1,971,952
|
-79%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.66M
|
+$308K
|
+52,760
|
+14%
|
|
|
19
|
Mariner
Overland Park,
Kansas
|
$2.34M
|
-$1.16M
|
-198,704
|
-34%
|
|
|
20
|
Apriem Advisors
Irvine,
California
|
$1.94M
|
+$1.87M
|
+319,080
|
New
|
|
|
21
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.83M
|
-$280K
|
-47,808
|
-14%
|
|
|
22
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.77M
|
+$44.7K
|
+7,640
|
+3%
|
|
|
23
|
GHP Investment Advisors
Denver,
Colorado
|
$1.76M
|
+$347K
|
+59,416
|
+26%
|
|
|
24
|
IMA Advisory Services
Denver,
Colorado
|
$1.73M
|
+$131K
|
+22,400
|
+9%
|
|
|
25
|
|
$1.7M
|
+$533K
|
+91,088
|
+48%
|
|
