|
76
|
Martel Wealth Advisors
Vancouver,
Washington
|
$22.3M
|
-$1.02M
|
-77,040
|
-4%
|
|
|
77
|
Appleton Partners
Boston,
Massachusetts
|
$22.1M
|
+$1.06M
|
+79,872
|
+5%
|
|
|
78
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$22M
|
+$2.42M
|
+181,908
|
+13%
|
|
|
79
|
Wells Fargo
San Francisco,
California
|
$21.7M
|
-$104K
|
-7,824
|
-0.5%
|
|
|
80
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$21.1M
|
-$33.5K
|
-2,520
|
-0.2%
|
|
|
81
|
Bristlecone Advisors
Bellevue,
Washington
|
$20.9M
|
+$1.01M
|
+76,296
|
+5%
|
|
|
82
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$20.9M
|
+$825K
|
+62,100
|
+4%
|
|
|
83
|
Cooper/Haims Advisors
Victor,
New York
|
$20.5M
|
-$6.55M
|
-492,816
|
-24%
|
|
|
84
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$20.2M
|
-$3.15M
|
-237,456
|
-14%
|
|
|
85
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$20.1M
|
+$7.67M
|
+577,008
|
+63%
|
|
|
86
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$20M
|
-$631K
|
-47,496
|
-3%
|
|
|
87
|
St. Johns Investment Management
Jacksonville,
Florida
|
$19.3M
|
-$580K
|
-43,662
|
-3%
|
|
|
88
|
Leavell Investment Management
Mobile,
Alabama
|
$19.3M
|
-$104K
|
-7,860
|
-0.5%
|
|
|
89
|
Sutton Wealth Advisors
Tampa,
Florida
|
$19.3M
|
+$240K
|
+18,096
|
+1%
|
|
|
90
|
Focus Financial Network
Minneapolis,
Minnesota
|
$18.9M
|
-$625K
|
-47,064
|
-3%
|
|
|
91
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$18.6M
|
+$181K
|
+13,602
|
+1%
|
|
|
92
|
Marcum Wealth
Cleveland,
Ohio
|
$18.2M
|
+$9.67M
|
+727,788
|
+115%
|
|
|
93
|
Planning Alternatives
Birmingham,
Michigan
|
$18M
|
-$22.1M
|
-1,660,452
|
-55%
|
|
|
94
|
Cantor Fitzgerald Investment Advisors
New York
|
$17.6M
|
-$112K
|
-8,442
|
-0.6%
|
|
|
95
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.4M
|
+$222K
|
+16,674
|
+1%
|
|
|
96
|
Stifel Financial
St. Louis,
Missouri
|
$17.2M
|
+$2.57M
|
+193,080
|
+18%
|
|
|
97
|
Valicenti Advisory Services
Elmira,
New York
|
$17.2M
|
-$1.21M
|
-91,080
|
-7%
|
|
|
98
|
Access Financial Services
Minneapolis,
Minnesota
|
$16.9M
|
-$413K
|
-31,110
|
-2%
|
|
|
99
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$16.3M
|
+$88.6K
|
+6,672
|
+0.6%
|
|
|
100
|
Asset Dedication LLC
San Francisco,
California
|
$15.9M
|
+$424K
|
+31,914
|
+3%
|
|
