|
76
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$16.4M
|
+$832K
|
+76,776
|
+6%
|
|
|
77
|
|
$16.3M
|
+$611K
|
+56,358
|
+4%
|
|
|
78
|
Martel Wealth Advisors
Vancouver,
Washington
|
$16.1M
|
-$1.95M
|
-179,670
|
-11%
|
|
|
79
|
|
$16.1M
|
–
|
–
|
–
|
|
|
80
|
Moneywise Inc
Forest,
Virginia
|
$15.9M
|
-$1.26M
|
-115,896
|
-7%
|
|
|
81
|
Valicenti Advisory Services
Elmira,
New York
|
$15.9M
|
+$101K
|
+9,336
|
+0.7%
|
|
|
82
|
Parsec Financial Management
Asheville,
North Carolina
|
$15.8M
|
-$619K
|
-57,132
|
-4%
|
|
|
83
|
Appleton Partners
Boston,
Massachusetts
|
$15.5M
|
+$2.11M
|
+194,322
|
+16%
|
|
|
84
|
CCG Wealth Management
San Diego,
California
|
$14.8M
|
-$509K
|
-47,010
|
-3%
|
|
|
85
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$14.7M
|
+$3.73M
|
+344,178
|
+36%
|
|
|
86
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
+$4.22M
|
+389,934
|
+44%
|
|
|
87
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$14.2M
|
-$1.24M
|
-114,018
|
-8%
|
|
|
88
|
Sutton Wealth Advisors
Tampa,
Florida
|
$13.8M
|
+$188K
|
+17,376
|
+1%
|
|
|
89
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$13.8M
|
+$1.26M
|
+115,878
|
+10%
|
|
|
90
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$13.7M
|
+$1.25M
|
+115,236
|
+10%
|
|
|
91
|
MCF Advisors
Covington,
Kentucky
|
$13.7M
|
+$411K
|
+37,938
|
+3%
|
|
|
92
|
Belpointe Asset Management
Reno,
Nevada
|
$13.6M
|
+$12.2M
|
+1,125,264
|
+313%
|
|
|
93
|
CWH Capital Management
Spokane,
Washington
|
$13.2M
|
-$122K
|
-11,274
|
-1%
|
|
|
94
|
AMI Investment Management
Kendallville,
Indiana
|
$13.1M
|
+$64.6K
|
+5,964
|
+0.5%
|
|
|
95
|
Coldstream Capital Management
Bellevue,
Washington
|
$13.1M
|
+$2.89M
|
+266,580
|
+30%
|
|
|
96
|
Manchester Financial
Westlake Village,
California
|
$12.6M
|
+$1.8M
|
+166,200
|
+17%
|
|
|
97
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$12.3M
|
+$373K
|
+34,452
|
+3%
|
|
|
98
|
Wells Fargo
San Francisco,
California
|
$12.3M
|
-$606K
|
-55,938
|
-5%
|
|
|
99
|
55I LLC
Boston,
Massachusetts
|
$12.3M
|
+$6.5M
|
+599,910
|
+122%
|
|
|
100
|
St. Johns Investment Management
Jacksonville,
Florida
|
$12M
|
+$691K
|
+63,756
|
+6%
|
|
