|
26
|
SII Investments
Appleton,
Wisconsin
|
$11.3M
|
+$876K
|
+53,919
|
+9%
|
|
|
27
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$11.1M
|
+$278K
|
+17,091
|
+3%
|
|
|
28
|
Denver PWM
Denver,
Colorado
|
$10.9M
|
+$10.3M
|
+634,659
|
New
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$10.8M
|
+$406K
|
+24,948
|
+4%
|
|
|
30
|
Bogart Wealth LLC
Mclean,
Virginia
|
$10.8M
|
-$578K
|
-35,538
|
-5%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$10.5M
|
+$1.67M
|
+102,915
|
+20%
|
|
|
32
|
Financial Consulate
Hunt Valley,
Maryland
|
$9.8M
|
+$291K
|
+17,901
|
+3%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$9.67M
|
+$82.4K
|
+5,070
|
+0.9%
|
|
|
34
|
Leavell Investment Management
Mobile,
Alabama
|
$9.58M
|
+$253K
|
+15,558
|
+3%
|
|
|
35
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.52M
|
+$855K
|
+52,572
|
+10%
|
|
|
36
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$9.49M
|
-$80.6K
|
-4,959
|
-0.9%
|
|
|
37
|
Harfst & Associates
Sheridan,
Wyoming
|
$9.12M
|
-$490K
|
-30,171
|
-5%
|
|
|
38
|
Aspiriant LLC
Los Angeles,
California
|
$8.53M
|
-$1.69M
|
-103,677
|
-17%
|
|
|
39
|
St. Johns Investment Management
Jacksonville,
Florida
|
$8.29M
|
-$143K
|
-8,787
|
-2%
|
|
|
40
|
LPL Financial
San Diego,
California
|
$8.28M
|
-$118K
|
-7,236
|
-1%
|
|
|
41
|
United Capital Financial Advisors
Irving,
Texas
|
$8.14M
|
+$3.86M
|
+237,717
|
+95%
|
|
|
42
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$8.13M
|
+$2.03M
|
+124,923
|
+35%
|
|
|
43
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$8.09M
|
-$1.02M
|
-62,637
|
-11%
|
|
|
44
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$8.03M
|
+$11K
|
+678
|
+0.1%
|
|
|
45
|
Summit Financial Strategies
Columbus,
Ohio
|
$7.71M
|
+$346K
|
+21,273
|
+5%
|
|
|
46
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$7.7M
|
+$7.49M
|
+460,914
|
New
|
|
|
47
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$7.66M
|
+$354K
|
+21,801
|
+5%
|
|
|
48
|
Gemmer Asset Management
Walnut Creek,
California
|
$7.65M
|
+$255K
|
+15,711
|
+4%
|
|
|
49
|
Asset Advisors Corp
Augusta,
Georgia
|
$7.62M
|
-$1.33M
|
-81,810
|
-15%
|
|
|
50
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$7.26M
|
+$284K
|
+17,475
|
+4%
|
|
