|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$83M
|
+$3.17M
|
+503,120
|
+4%
|
|
|
2
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$39M
|
-$979K
|
-155,504
|
-3%
|
|
|
3
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$24.6M
|
-$523K
|
-83,104
|
-2%
|
|
|
4
|
Piershale Financial Group
Barrington,
Illinois
|
$14.2M
|
+$7.63M
|
+1,212,136
|
+123%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$13.6M
|
+$3.41M
|
+542,216
|
+35%
|
|
|
6
|
FAS Wealth Partners
Leawood,
Kansas
|
$12.7M
|
+$741K
|
+117,736
|
+6%
|
|
|
7
|
Gemmer Asset Management
Walnut Creek,
California
|
$12.4M
|
-$168K
|
-26,656
|
-1%
|
|
|
8
|
Summit Asset Management
Memphis,
Tennessee
|
$11.3M
|
-$59.9K
|
-9,512
|
-0.5%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$3.38M
|
+536,272
|
+46%
|
|
|
10
|
Chevy Chase Trust
Bethesda,
Maryland
|
$9.07M
|
+$8.82M
|
+1,400,848
|
New
|
|
|
11
|
Valentine Ventures
Bend,
Oregon
|
$7.03M
|
+$6.84M
|
+1,085,432
|
New
|
|
|
12
|
Apriem Advisors
Irvine,
California
|
$6.67M
|
+$3.44M
|
+546,864
|
+113%
|
|
|
13
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$6.4M
|
+$6.23M
|
+988,760
|
New
|
|
|
14
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.36M
|
+$117K
|
+18,632
|
+2%
|
|
|
15
|
One Capital Management
Westlake Village,
California
|
$6.04M
|
+$203K
|
+32,272
|
+4%
|
|
|
16
|
ProVise Management Group
Clearwater,
Florida
|
$5.25M
|
-$1.69M
|
-267,576
|
-25%
|
|
|
17
|
Frontier Wealth Management
Kansas City,
Missouri
|
$4.88M
|
+$4.75M
|
+754,584
|
New
|
|
|
18
|
First Personal Financial Services
Charlotte,
North Carolina
|
$4.56M
|
+$4.43M
|
+704,056
|
New
|
|
|
19
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.95M
|
+$41.4K
|
+6,568
|
+1%
|
|
|
20
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.77M
|
+$3.67M
|
+582,384
|
New
|
|
|
21
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.72M
|
+$337K
|
+53,520
|
+10%
|
|
|
22
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.7M
|
-$18K
|
-2,856
|
-0.5%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.48M
|
+$3.39M
|
+538,264
|
New
|
|
|
24
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.41M
|
-$218K
|
-34,600
|
-6%
|
|
|
25
|
|
$3.39M
|
+$28.9K
|
+4,584
|
+0.9%
|
|
