|
1
|
Bessemer Group
Woodbridge,
New Jersey
|
$31M
|
–
|
–
|
–
|
|
|
2
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$23.3M
|
-$203K
|
-7,994
|
-0.9%
|
|
|
3
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$20.8M
|
-$157K
|
-6,182
|
-0.7%
|
|
|
4
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$20.1M
|
-$195K
|
-7,688
|
-1%
|
|
|
5
|
LVW Advisors
Pittsford,
New York
|
$16.6M
|
+$7.39M
|
+290,886
|
+80%
|
|
|
6
|
Leavell Investment Management
Mobile,
Alabama
|
$11.6M
|
-$335K
|
-13,170
|
-3%
|
|
|
7
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$10.9M
|
-$3.8M
|
-149,584
|
-26%
|
|
|
8
|
Callahan Advisors
Houston,
Texas
|
$10.5M
|
-$1.43M
|
-56,176
|
-12%
|
|
|
9
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.93M
|
-$49.9K
|
-1,966
|
-0.5%
|
|
|
10
|
Smart Portfolios LLC
Seattle,
Washington
|
$9.86M
|
+$9.86M
|
+388,058
|
New
|
|
|
11
|
Bangor Savings Bank
Bangor,
Maine
|
$8.99M
|
+$280K
|
+11,034
|
+3%
|
|
|
12
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$8.8M
|
-$3.74M
|
-147,192
|
-30%
|
|
|
13
|
Evermay Wealth Management
Arlington,
Virginia
|
$8.71M
|
+$476K
|
+18,730
|
+6%
|
|
|
14
|
Frontier Wealth Management
Kansas City,
Missouri
|
$7.84M
|
-$2.44M
|
-95,888
|
-24%
|
|
|
15
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$7.62M
|
+$1.31M
|
+51,590
|
+21%
|
|
|
16
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$7.39M
|
+$559K
|
+21,994
|
+8%
|
|
|
17
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$7.01M
|
+$95.3K
|
+3,752
|
+1%
|
|
|
18
|
Pring Turner Capital Group
Alamo,
California
|
$6.87M
|
-$71.2K
|
-2,802
|
-1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.41M
|
-$774K
|
-30,464
|
-11%
|
|
|
20
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.31M
|
+$439K
|
+17,292
|
+7%
|
|
|
21
|
Rench Wealth Management
Denton,
Texas
|
$5.41M
|
+$2.56M
|
+100,926
|
+90%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.83M
|
+$4.84M
|
+190,690
|
New
|
|
|
23
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.26M
|
-$52.8K
|
-2,080
|
-1%
|
|
|
24
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.23M
|
+$2.54K
|
+100
|
+0.1%
|
|
|
25
|
Merriman Wealth Management
Seattle,
Washington
|
$4.03M
|
+$2.61M
|
+102,884
|
+184%
|
|
