|
101
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.65M
|
-$1.88M
|
-87,978
|
-47%
|
|
|
102
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.65M
|
-$117K
|
-5,492
|
-5%
|
|
|
103
|
Mariner
Overland Park,
Kansas
|
$1.64M
|
+$143K
|
+6,720
|
+7%
|
|
|
104
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.63M
|
-$677K
|
-31,726
|
-24%
|
|
|
105
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.58M
|
+$564K
|
+26,420
|
+38%
|
|
|
106
|
Phocas Financial Corp
Alameda,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
107
|
|
$1.58M
|
-$445K
|
-20,856
|
-18%
|
|
|
108
|
Roundview Capital
Princeton,
New Jersey
|
$1.54M
|
-$553K
|
-25,928
|
-22%
|
|
|
109
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$1.54M
|
+$319K
|
+14,938
|
+19%
|
|
|
110
|
Fiducient Advisors
Chicago,
Illinois
|
$1.5M
|
+$88.4K
|
+4,142
|
+5%
|
|
|
111
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.47M
|
-$200K
|
-9,384
|
-10%
|
|
|
112
|
Mission Wealth Management
Santa Barbara,
California
|
$1.46M
|
+$181K
|
+8,462
|
+10%
|
|
|
113
|
Avantax Advisory Services
Dallas,
Texas
|
$1.45M
|
+$1.21M
|
+56,612
|
+179%
|
|
|
114
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.44M
|
-$769K
|
-36,016
|
-29%
|
|
|
115
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.44M
|
+$1.81M
|
+85,050
|
+3,891%
|
|
|
116
|
|
$1.41M
|
-$2.84M
|
-133,204
|
-61%
|
|
|
117
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.4M
|
+$943K
|
+44,216
|
+108%
|
|
|
118
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.39M
|
+$392K
|
+18,356
|
+27%
|
|
|
119
|
361 Capital
Denver,
Colorado
|
$1.39M
|
-$225K
|
-10,558
|
-11%
|
|
|
120
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.37M
|
+$212K
|
+9,948
|
+13%
|
|
|
121
|
Lutz Financial Services
Omaha,
Nebraska
|
$1.36M
|
+$1.77M
|
+82,974
|
New
|
|
|
122
|
Cambria Investment Management
Manhattan Beach,
California
|
$1.35M
|
-$164K
|
-7,672
|
-9%
|
|
|
123
|
First Allied Advisory Services
San Diego,
California
|
$1.32M
|
+$1.72M
|
+80,754
|
New
|
|
|
124
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$1.27M
|
+$14.3K
|
+672
|
+0.9%
|
|
|
125
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.26M
|
-$185K
|
-8,668
|
-10%
|
|
