|
1
|
Leavell Investment Management
Mobile,
Alabama
|
$50.6M
|
+$1.57M
|
+62,034
|
+3%
|
|
|
2
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$30.1M
|
-$3.69M
|
-145,950
|
-11%
|
|
|
3
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$25.7M
|
+$25.7M
|
+1,017,266
|
New
|
|
|
4
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$20.8M
|
+$20.8M
|
+821,632
|
New
|
|
|
5
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$13.4M
|
+$13M
|
+512,330
|
+2,531%
|
|
|
6
|
Callahan Advisors
Houston,
Texas
|
$12.9M
|
+$723K
|
+28,572
|
+6%
|
|
|
7
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$12.7M
|
+$286K
|
+11,306
|
+2%
|
|
|
8
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$12.1M
|
+$1.02M
|
+40,114
|
+9%
|
|
|
9
|
Corrigan Financial
Middletown,
Rhode Island
|
$10.3M
|
+$10.3M
|
+408,334
|
New
|
|
|
10
|
Bangor Savings Bank
Bangor,
Maine
|
$8.54M
|
+$105K
|
+4,142
|
+1%
|
|
|
11
|
Frontier Wealth Management
Kansas City,
Missouri
|
$8.44M
|
+$4.09M
|
+161,756
|
+94%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.13M
|
+$2.71M
|
+107,058
|
+50%
|
|
|
13
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$7.26M
|
+$470K
|
+18,572
|
+7%
|
|
|
14
|
Grimes & Company
Westborough,
Massachusetts
|
$7.25M
|
+$264K
|
+10,440
|
+4%
|
|
|
15
|
Evermay Wealth Management
Arlington,
Virginia
|
$7.2M
|
+$1.4M
|
+55,330
|
+24%
|
|
|
16
|
LVW Advisors
Pittsford,
New York
|
$6.15M
|
+$4.38M
|
+173,066
|
+244%
|
|
|
17
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.8M
|
+$155K
|
+6,122
|
+3%
|
|
|
18
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.64M
|
+$221K
|
+8,750
|
+4%
|
|
|
19
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.62M
|
+$876K
|
+34,606
|
+18%
|
|
|
20
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.55M
|
–
|
–
|
–
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.07M
|
+$1.39M
|
+54,824
|
+38%
|
|
|
22
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.89M
|
-$950K
|
-37,554
|
-16%
|
|
|
23
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.5M
|
+$102K
|
+4,014
|
+2%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.4M
|
+$97.8K
|
+3,866
|
+2%
|
|
|
25
|
|
$4.28M
|
+$3.84M
|
+151,906
|
+864%
|
|
