|
26
|
Aspiriant Holdings S3
Los Angeles,
California
|
$9.83M
|
+$1.37M
|
+169,578
|
+15%
|
|
|
27
|
JMG Financial Group
Downers Grove,
Illinois
|
$8.99M
|
-$1.37M
|
-169,218
|
-13%
|
|
|
28
|
SVA Wealth Management
Madison,
Wisconsin
|
$8.77M
|
+$861K
|
+106,440
|
+10%
|
|
|
29
|
Corrado Advisors
Ramsey,
New Jersey
|
$8.55M
|
-$555K
|
-68,598
|
-6%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$8.52M
|
+$6.55M
|
+809,556
|
+263%
|
|
|
31
|
Leavell Investment Management
Mobile,
Alabama
|
$8.03M
|
-$134K
|
-16,530
|
-2%
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$7.88M
|
-$305K
|
-37,704
|
-3%
|
|
|
33
|
|
$7.86M
|
+$3.77M
|
+465,528
|
+82%
|
|
|
34
|
Bouchey Financial Group
Troy,
New York
|
$7.68M
|
+$449K
|
+55,488
|
+6%
|
|
|
35
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7.39M
|
-$2.37M
|
-292,440
|
-23%
|
|
|
36
|
AMI Investment Management
Kendallville,
Indiana
|
$6.71M
|
-$367K
|
-45,420
|
-5%
|
|
|
37
|
|
$6.61M
|
-$5.77M
|
-712,890
|
-45%
|
|
|
38
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$6M
|
+$3.8M
|
+470,010
|
+148%
|
|
|
39
|
Monetta Financial Services
Wheaton,
Illinois
|
$5.49M
|
-$1.07M
|
-132,000
|
-15%
|
|
|
40
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$5.34M
|
+$5.66M
|
+699,816
|
New
|
|
|
41
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.21M
|
-$27.9K
|
-3,444
|
-0.5%
|
|
|
42
|
LPL Financial
San Diego,
California
|
$4.96M
|
+$657K
|
+81,228
|
+15%
|
|
|
43
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$4.36M
|
-$983K
|
-121,482
|
-18%
|
|
|
44
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.33M
|
+$3.35M
|
+414,216
|
+270%
|
|
|
45
|
Phocas Financial Corp
Alameda,
California
|
$4.21M
|
+$1.55M
|
+191,562
|
+53%
|
|
|
46
|
Destination Wealth Management
Walnut Creek,
California
|
$4.1M
|
-$606K
|
-74,946
|
-12%
|
|
|
47
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$3.44M
|
+$323K
|
+39,942
|
+10%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.37M
|
+$145K
|
+17,922
|
+4%
|
|
|
49
|
Alesco Advisors
Pittsford,
New York
|
$3.23M
|
+$507K
|
+62,646
|
+17%
|
|
|
50
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$3.2M
|
+$429K
|
+53,064
|
+14%
|
|
