|
1
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$65.7M
|
-$14.9M
|
-2,180,448
|
-18%
|
|
|
2
|
Financial Management Professionals
Austin,
Texas
|
$41.9M
|
+$42.6M
|
+6,242,536
|
New
|
|
|
3
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$39M
|
-$1.32M
|
-194,000
|
-3%
|
|
|
4
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$24.6M
|
-$655K
|
-96,008
|
-3%
|
|
|
5
|
FAS Wealth Partners
Leawood,
Kansas
|
$14.3M
|
+$323K
|
+47,312
|
+2%
|
|
|
6
|
Gemmer Asset Management
Walnut Creek,
California
|
$14.2M
|
+$282K
|
+41,416
|
+2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$13.4M
|
-$1.14M
|
-166,704
|
-8%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
-$113K
|
-16,624
|
-1%
|
|
|
9
|
Summit Asset Management
Memphis,
Tennessee
|
$10.9M
|
-$247K
|
-36,264
|
-2%
|
|
|
10
|
Chevy Chase Trust
Bethesda,
Maryland
|
$8.23M
|
-$217K
|
-31,856
|
-3%
|
|
|
11
|
Apriem Advisors
Irvine,
California
|
$7.44M
|
+$17K
|
+2,488
|
+0.2%
|
|
|
12
|
|
$7.23M
|
+$1.45M
|
+212,336
|
+25%
|
|
|
13
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$7.05M
|
+$426K
|
+62,480
|
+6%
|
|
|
14
|
Valentine Ventures
Bend,
Oregon
|
$6.99M
|
-$48.2K
|
-7,072
|
-0.7%
|
|
|
15
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.62M
|
-$211K
|
-31,000
|
-3%
|
|
|
16
|
One Capital Management
Westlake Village,
California
|
$6.35M
|
+$59.9K
|
+8,776
|
+0.9%
|
|
|
17
|
First Personal Financial Services
Charlotte,
North Carolina
|
$4.75M
|
+$101K
|
+14,744
|
+2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$4.5M
|
+$1.41M
|
+206,280
|
+45%
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$4.37M
|
+$1.64M
|
+240,824
|
+59%
|
|
|
20
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4.32M
|
+$96K
|
+14,072
|
+2%
|
|
|
21
|
ProVise Management Group
Clearwater,
Florida
|
$4.1M
|
+$213K
|
+31,168
|
+5%
|
|
|
22
|
Frontier Wealth Management
Kansas City,
Missouri
|
$3.91M
|
-$329K
|
-48,216
|
-8%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$3.81M
|
-$117K
|
-17,136
|
-3%
|
|
|
24
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3.73M
|
+$88.1K
|
+12,920
|
+2%
|
|
|
25
|
|
$3.72M
|
+$1.92M
|
+280,920
|
+102%
|
|
