|
1
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$30.5M
|
+$182K
|
+7,166
|
+0.6%
|
|
|
2
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$24.4M
|
-$1.41M
|
-55,700
|
-5%
|
|
|
3
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$20.3M
|
-$532K
|
-21,002
|
-3%
|
|
|
4
|
SFMG Wealth Advisors
Plano,
Texas
|
$19.1M
|
+$19M
|
+751,316
|
New
|
|
|
5
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$17.2M
|
+$3.71M
|
+146,330
|
+27%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$16M
|
-$34.8M
|
-1,373,306
|
-69%
|
|
|
7
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$12.8M
|
-$26K
|
-1,026
|
-0.2%
|
|
|
8
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$12.4M
|
+$179K
|
+7,050
|
+1%
|
|
|
9
|
Callahan Advisors
Houston,
Texas
|
$10.7M
|
-$2.3M
|
-90,710
|
-18%
|
|
|
10
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.95M
|
-$419K
|
-16,532
|
-4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$9.49M
|
+$1.29M
|
+51,048
|
+16%
|
|
|
12
|
Bangor Savings Bank
Bangor,
Maine
|
$8.76M
|
+$158K
|
+6,218
|
+2%
|
|
|
13
|
LVW Advisors
Pittsford,
New York
|
$8.3M
|
+$2.1M
|
+82,804
|
+34%
|
|
|
14
|
Grimes & Company
Westborough,
Massachusetts
|
$7.47M
|
+$170K
|
+6,716
|
+2%
|
|
|
15
|
Evermay Wealth Management
Arlington,
Virginia
|
$7.46M
|
+$207K
|
+8,160
|
+3%
|
|
|
16
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$7.08M
|
-$217K
|
-8,570
|
-3%
|
|
|
17
|
Pring Turner Capital Group
Alamo,
California
|
$6.98M
|
+$6.96M
|
+274,820
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.56M
|
+$1.45M
|
+57,300
|
+29%
|
|
|
19
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.71M
|
-$2.78M
|
-109,760
|
-33%
|
|
|
20
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$5.67M
|
-$9.12K
|
-360
|
-0.2%
|
|
|
21
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.59M
|
–
|
–
|
–
|
|
|
22
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.38M
|
-$279K
|
-10,996
|
-5%
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.28M
|
+$848K
|
+33,462
|
+19%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.4M
|
-$127K
|
-5,006
|
-3%
|
|
|
25
|
Asset Dedication LLC
San Francisco,
California
|
$2.81M
|
-$219K
|
-8,626
|
-7%
|
|
