|
26
|
Moneywise Inc
Forest,
Virginia
|
$13.4M
|
+$13.4M
|
+1,558,770
|
New
|
|
|
27
|
AMI Investment Management
Kendallville,
Indiana
|
$12.6M
|
+$358K
|
+41,694
|
+3%
|
|
|
28
|
Bangor Savings Bank
Bangor,
Maine
|
$12M
|
+$768K
|
+89,514
|
+7%
|
|
|
29
|
Aspiriant LLC
Los Angeles,
California
|
$11.3M
|
+$1.8M
|
+209,712
|
+19%
|
|
|
30
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$11M
|
-$1.11M
|
-129,780
|
-9%
|
|
|
31
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.7M
|
+$10.2M
|
+1,185,024
|
+2,138%
|
|
|
32
|
Leavell Investment Management
Mobile,
Alabama
|
$10.7M
|
+$137K
|
+15,960
|
+1%
|
|
|
33
|
Empirical Wealth Management
Seattle,
Washington
|
$10.7M
|
-$4.89M
|
-569,712
|
-31%
|
|
|
34
|
CWH Capital Management
Spokane,
Washington
|
$10.6M
|
-$688K
|
-80,178
|
-6%
|
|
|
35
|
Bristlecone Advisors
Bellevue,
Washington
|
$10.6M
|
+$301K
|
+35,058
|
+3%
|
|
|
36
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$10M
|
-$1.18M
|
-137,208
|
-11%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$9.88M
|
-$270K
|
-31,500
|
-3%
|
|
|
38
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$9.44M
|
-$531K
|
-61,926
|
-5%
|
|
|
39
|
SII Investments
Appleton,
Wisconsin
|
$9.34M
|
+$1.09M
|
+126,522
|
+13%
|
|
|
40
|
Sutton Wealth Advisors
Tampa,
Florida
|
$8.14M
|
+$44.8K
|
+5,226
|
+0.6%
|
|
|
41
|
Ameriprise
Minneapolis,
Minnesota
|
$7.78M
|
+$399K
|
+46,524
|
+5%
|
|
|
42
|
Bouchey Financial Group
Troy,
New York
|
$7.66M
|
+$219K
|
+25,476
|
+3%
|
|
|
43
|
Cabot Wealth Management
Salem,
Massachusetts
|
$7.25M
|
+$1.86M
|
+216,954
|
+35%
|
|
|
44
|
St. Johns Investment Management
Jacksonville,
Florida
|
$7.09M
|
+$2.47M
|
+287,478
|
+54%
|
|
|
45
|
Valicenti Advisory Services
Elmira,
New York
|
$6.64M
|
+$6.62M
|
+772,356
|
New
|
|
|
46
|
Apriem Advisors
Irvine,
California
|
$6.4M
|
+$6.35M
|
+740,052
|
+17,323%
|
|
|
47
|
Phocas Financial Corp
Alameda,
California
|
$6.21M
|
-$5.79M
|
-675,366
|
Closed
|
|
|
48
|
Monetta Financial Services
Wheaton,
Illinois
|
$6.19M
|
–
|
–
|
–
|
|
|
49
|
Ancora Family Wealth Advisors
Cleveland,
Ohio
|
$6.14M
|
+$619K
|
+72,222
|
+11%
|
|
|
50
|
LPL Financial
San Diego,
California
|
$5.9M
|
-$336K
|
-39,150
|
-5%
|
|
