|
51
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$13.5M
|
+$1.19M
|
+73,119
|
+11%
|
|
|
52
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
-$1.79M
|
-109,989
|
-13%
|
|
|
53
|
Summit Financial Strategies
Columbus,
Ohio
|
$13.3M
|
-$525K
|
-32,190
|
-4%
|
|
|
54
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$13.3M
|
-$202K
|
-12,369
|
-2%
|
|
|
55
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$13.2M
|
+$269K
|
+16,494
|
+2%
|
|
|
56
|
Moneywise Inc
Forest,
Virginia
|
$13M
|
+$703K
|
+43,113
|
+6%
|
|
|
57
|
Cetera Advisor Networks
El Segundo,
California
|
$13M
|
+$590K
|
+36,180
|
+5%
|
|
|
58
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$12.8M
|
+$11.1K
|
+678
|
+0.1%
|
|
|
59
|
Leavell Investment Management
Mobile,
Alabama
|
$12.3M
|
-$1.62M
|
-99,147
|
-12%
|
|
|
60
|
Clear Creek Financial Management
Silverdale,
Washington
|
$12.2M
|
+$2.87M
|
+176,214
|
+34%
|
|
|
61
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$12.1M
|
-$504K
|
-30,930
|
-4%
|
|
|
62
|
Financial Consulate
Hunt Valley,
Maryland
|
$11.7M
|
-$1.69M
|
-103,578
|
-13%
|
|
|
63
|
Denver PWM
Denver,
Colorado
|
$11.7M
|
+$228K
|
+13,962
|
+2%
|
|
|
64
|
Campbell Wealth Management
Alexandria,
Virginia
|
$11.5M
|
+$973K
|
+59,688
|
+10%
|
|
|
65
|
Omega Financial Group
Santa Barbara,
California
|
$11.3M
|
-$210K
|
-12,876
|
-2%
|
|
|
66
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$11.3M
|
-$951K
|
-58,341
|
-8%
|
|
|
67
|
Gemmer Asset Management
Walnut Creek,
California
|
$10.6M
|
-$324K
|
-19,866
|
-3%
|
|
|
68
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$10.4M
|
+$565K
|
+34,677
|
+6%
|
|
|
69
|
Bangor Savings Bank
Bangor,
Maine
|
$9.59M
|
-$162K
|
-9,936
|
-2%
|
|
|
70
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$9.55M
|
-$111K
|
-6,837
|
-1%
|
|
|
71
|
Private Advisor Group
Morristown,
New Jersey
|
$9.45M
|
-$69.1K
|
-4,239
|
-0.8%
|
|
|
72
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.32M
|
-$4.14M
|
-254,067
|
-32%
|
|
|
73
|
Lee Financial
Dallas,
Texas
|
$9.32M
|
-$2.37M
|
-145,548
|
-21%
|
|
|
74
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$9.21M
|
+$92.8K
|
+5,691
|
+1%
|
|
|
75
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$9.15M
|
-$3.18M
|
-195,120
|
-27%
|
|
