|
101
|
Parametric Portfolio Associates
Seattle,
Washington
|
$7.28M
|
+$7.25M
|
+672,294
|
New
|
|
|
102
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$7.25M
|
+$178K
|
+16,488
|
+3%
|
|
|
103
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$7.01M
|
+$895K
|
+83,010
|
+15%
|
|
|
104
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.61M
|
+$103K
|
+9,582
|
+2%
|
|
|
105
|
Phocas Financial Corp
Alameda,
California
|
$6.49M
|
–
|
–
|
–
|
|
|
106
|
Strategic Financial Services
Utica,
New York
|
$6.44M
|
+$6.41M
|
+594,468
|
New
|
|
|
107
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$6.39M
|
+$27.4K
|
+2,544
|
+0.4%
|
|
|
108
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$6.3M
|
+$1.04M
|
+96,486
|
+20%
|
|
|
109
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$6.21M
|
+$123K
|
+11,412
|
+2%
|
|
|
110
|
Bank of America
Charlotte,
North Carolina
|
$6.11M
|
+$609K
|
+56,472
|
+11%
|
|
|
111
|
Aspiriant LLC
Los Angeles,
California
|
$5.95M
|
-$646K
|
-59,868
|
-10%
|
|
|
112
|
First Allied Advisory Services
San Diego,
California
|
$5.93M
|
+$5.9M
|
+547,356
|
New
|
|
|
113
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.76M
|
+$5.73M
|
+531,750
|
New
|
|
|
114
|
Destination Wealth Management
Walnut Creek,
California
|
$5.73M
|
+$5.45M
|
+505,500
|
+2,123%
|
|
|
115
|
Kalos Management
Alpharetta,
Georgia
|
$5.6M
|
+$2.82M
|
+261,150
|
+112%
|
|
|
116
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$5.49M
|
+$532K
|
+49,350
|
+11%
|
|
|
117
|
Delphi Private Advisors
San Diego,
California
|
$5.36M
|
+$5.34M
|
+495,108
|
New
|
|
|
118
|
IMA Advisory Services
Denver,
Colorado
|
$5.35M
|
-$13.7K
|
-1,266
|
-0.3%
|
|
|
119
|
Lee Financial
Dallas,
Texas
|
$5.31M
|
+$1.01M
|
+93,600
|
+24%
|
|
|
120
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$5.23M
|
+$533K
|
+49,410
|
+12%
|
|
|
121
|
Appleton Group
Appleton,
Wisconsin
|
$5.05M
|
+$46K
|
+4,266
|
+0.9%
|
|
|
122
|
Alesco Advisors
Pittsford,
New York
|
$5.02M
|
+$67.6K
|
+6,270
|
+1%
|
|
|
123
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$4.96M
|
+$800K
|
+74,208
|
+19%
|
|
|
124
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.86M
|
-$9.19K
|
-852
|
-0.2%
|
|
|
125
|
Watermark Asset Management
San Ramon,
California
|
$4.8M
|
-$597K
|
-55,326
|
-11%
|
|
