|
26
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$12.5M
|
+$315K
|
+38,664
|
+3%
|
|
|
27
|
Aspiriant Holdings S3
Los Angeles,
California
|
$11.5M
|
+$1.11M
|
+136,632
|
+11%
|
|
|
28
|
Bangor Savings Bank
Bangor,
Maine
|
$11.5M
|
-$477K
|
-58,446
|
-4%
|
|
|
29
|
AMI Investment Management
Kendallville,
Indiana
|
$11.5M
|
+$4.4M
|
+539,436
|
+61%
|
|
|
30
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.4M
|
+$1.86M
|
+228,324
|
+19%
|
|
|
31
|
SVA Wealth Management
Madison,
Wisconsin
|
$10.8M
|
+$1.52M
|
+186,366
|
+16%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$10.7M
|
+$5.81M
|
+712,194
|
+113%
|
|
|
33
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$10.3M
|
-$4.86M
|
-595,686
|
-32%
|
|
|
34
|
Leavell Investment Management
Mobile,
Alabama
|
$10.2M
|
+$1.67M
|
+204,450
|
+19%
|
|
|
35
|
Corrado Advisors
Ramsey,
New Jersey
|
$8.49M
|
-$589K
|
-72,246
|
-6%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$8.36M
|
-$695K
|
-85,254
|
-8%
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$8.23M
|
-$369K
|
-45,216
|
-4%
|
|
|
38
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$7.81M
|
+$1.45M
|
+178,338
|
+23%
|
|
|
39
|
|
$7.59M
|
-$3.84M
|
-470,460
|
-33%
|
|
|
40
|
|
$7.58M
|
-$767K
|
-94,104
|
-9%
|
|
|
41
|
|
$7.07M
|
+$55.9K
|
+6,858
|
+0.8%
|
|
|
42
|
Delphi Private Advisors
San Diego,
California
|
$6.66M
|
+$6.71M
|
+822,588
|
New
|
|
|
43
|
Bouchey Financial Group
Troy,
New York
|
$6.38M
|
-$1.78M
|
-218,754
|
-22%
|
|
|
44
|
Asset Dedication LLC
San Francisco,
California
|
$5.89M
|
+$5.93M
|
+727,692
|
New
|
|
|
45
|
Monetta Financial Services
Wheaton,
Illinois
|
$5.83M
|
–
|
–
|
–
|
|
|
46
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.55M
|
+$18.8K
|
+2,304
|
+0.3%
|
|
|
47
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$5.42M
|
-$2.44M
|
-299,484
|
-31%
|
|
|
48
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.37M
|
+$779K
|
+95,568
|
+17%
|
|
|
49
|
SII Investments
Appleton,
Wisconsin
|
$5.33M
|
+$5.07M
|
+621,996
|
+1,801%
|
|
|
50
|
Phocas Financial Corp
Alameda,
California
|
$4.86M
|
+$394K
|
+48,288
|
+9%
|
|
