|
76
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$15M
|
+$15.6M
|
+560,202
|
New
|
|
|
77
|
Wealthfront Advisers
Palo Alto,
California
|
$14.5M
|
-$18.4M
|
-662,068
|
-54%
|
|
|
78
|
Asset Management Group
Stamford,
Connecticut
|
$14M
|
+$1.36M
|
+48,894
|
+10%
|
|
|
79
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$13.9M
|
+$20.1K
|
+722
|
+0.1%
|
|
|
80
|
Portfolio Solutions
Royal Oak,
Michigan
|
$13.6M
|
+$5.18M
|
+186,186
|
+55%
|
|
|
81
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$13.5M
|
+$577K
|
+20,768
|
+4%
|
|
|
82
|
Savant Capital
Rockford,
Illinois
|
$13.5M
|
+$3.91M
|
+140,670
|
+37%
|
|
|
83
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$13.4M
|
-$1.99M
|
-71,728
|
-12%
|
|
|
84
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$13.1M
|
-$1.5M
|
-53,866
|
-10%
|
|
|
85
|
Avior Wealth Management
Omaha,
Nebraska
|
$12.3M
|
+$947K
|
+34,054
|
+8%
|
|
|
86
|
Wealthspire Advisors (New York)
New York
|
$12.3M
|
-$659K
|
-23,700
|
-5%
|
|
|
87
|
Joseph Group Capital Management
Columbus,
Ohio
|
$12.3M
|
+$511K
|
+18,396
|
+4%
|
|
|
88
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
-$8.01M
|
-288,164
|
-38%
|
|
|
89
|
SVB Wealth
Boston,
Massachusetts
|
$12M
|
+$12M
|
+432,068
|
+1,355%
|
|
|
90
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$11.8M
|
+$1.16M
|
+41,600
|
+10%
|
|
|
91
|
Peak Financial Management
Wellesley,
Massachusetts
|
$11.4M
|
-$8.56K
|
-308
|
-0.1%
|
|
|
92
|
Marotta Asset Management
Charlottesville,
Virginia
|
$11.2M
|
-$318K
|
-11,452
|
-3%
|
|
|
93
|
Stifel Financial
St. Louis,
Missouri
|
$11.1M
|
-$4.47M
|
-160,912
|
-27%
|
|
|
94
|
Parsec Financial Management
Asheville,
North Carolina
|
$11M
|
+$7.06M
|
+253,796
|
+148%
|
|
|
95
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$11M
|
+$342K
|
+12,296
|
+3%
|
|
|
96
|
Creative Financial Designs
Kokomo,
Indiana
|
$10.7M
|
-$10M
|
-361,446
|
-47%
|
|
|
97
|
Gilbert & Cook
West Des Moines,
Iowa
|
$10.5M
|
-$12.5M
|
-448,544
|
-53%
|
|
|
98
|
Private Advisor Group
Morristown,
New Jersey
|
$10.4M
|
-$262K
|
-9,434
|
-2%
|
|
|
99
|
Reitz Capital Advisors
Freeland,
Michigan
|
$9.82M
|
+$261K
|
+9,398
|
+3%
|
|
|
100
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$9.76M
|
-$482K
|
-17,348
|
-4%
|
|
