|
51
|
Aspiriant LLC
Los Angeles,
California
|
$4.92M
|
+$4.91M
|
+190,142
|
New
|
|
|
52
|
Bangor Savings Bank
Bangor,
Maine
|
$4.82M
|
+$643K
|
+24,902
|
+15%
|
|
|
53
|
WealthSource Partners
San Luis Obispo,
California
|
$4.79M
|
+$45.2K
|
+1,752
|
+1%
|
|
|
54
|
Leavell Investment Management
Mobile,
Alabama
|
$4.6M
|
+$660K
|
+25,568
|
+17%
|
|
|
55
|
Horan Securities
Cincinnati,
United States
|
$4.56M
|
+$4.52M
|
+175,082
|
New
|
|
|
56
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4.55M
|
-$147K
|
-5,706
|
-3%
|
|
|
57
|
Empirical Wealth Management
Seattle,
Washington
|
$4.37M
|
+$115K
|
+4,470
|
+3%
|
|
|
58
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.33M
|
–
|
–
|
–
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$4.25M
|
+$458K
|
+17,724
|
+12%
|
|
|
60
|
Strategic Financial Services
Utica,
New York
|
$4.02M
|
+$559K
|
+21,652
|
+16%
|
|
|
61
|
Callan Capital
La Jolla,
California
|
$3.96M
|
+$451K
|
+17,484
|
+13%
|
|
|
62
|
Watermark Asset Management
San Ramon,
California
|
$3.89M
|
+$3.88M
|
+150,258
|
New
|
|
|
63
|
Pring Turner Capital Group
Alamo,
California
|
$3.58M
|
+$11.9K
|
+460
|
+0.3%
|
|
|
64
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.54M
|
+$475K
|
+18,404
|
+16%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.31M
|
+$269K
|
+10,408
|
+9%
|
|
|
66
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.14M
|
-$250K
|
-9,684
|
-7%
|
|
|
67
|
Lee Financial
Dallas,
Texas
|
$3.06M
|
+$2.73M
|
+105,890
|
+868%
|
|
|
68
|
AMI Investment Management
Kendallville,
Indiana
|
$3.04M
|
-$97.4K
|
-3,774
|
-3%
|
|
|
69
|
Waverly Advisors
Birmingham,
Alabama
|
$2.92M
|
+$176K
|
+6,812
|
+6%
|
|
|
70
|
Summit Financial Strategies
Columbus,
Ohio
|
$2.85M
|
+$132K
|
+5,126
|
+5%
|
|
|
71
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$2.72M
|
+$221K
|
+8,568
|
+9%
|
|
|
72
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$2.69M
|
+$1.14M
|
+43,980
|
+74%
|
|
|
73
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$2.58M
|
-$884K
|
-34,250
|
-26%
|
|
|
74
|
Fiduciary Group
Savannah,
Georgia
|
$2.52M
|
+$258K
|
+9,992
|
+11%
|
|
|
75
|
ProVise Management Group
Clearwater,
Florida
|
$2.47M
|
+$78.8K
|
+3,054
|
+3%
|
|
