|
51
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.1M
|
-$3.77M
|
-149,222
|
-32%
|
|
|
52
|
Merriman Wealth Management
Seattle,
Washington
|
$8.06M
|
+$8.04M
|
+318,150
|
New
|
|
|
53
|
SVA Wealth Management
Madison,
Wisconsin
|
$7.78M
|
+$5.19M
|
+205,428
|
+201%
|
|
|
54
|
Courage Miller Partners
Norfolk,
Virginia
|
$7.4M
|
+$256K
|
+10,144
|
+4%
|
|
|
55
|
Watermark Asset Management
San Ramon,
California
|
$6.87M
|
+$172K
|
+6,794
|
+3%
|
|
|
56
|
Harborview Advisors
Portland,
Maine
|
$6.2M
|
+$235K
|
+9,306
|
+4%
|
|
|
57
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.18M
|
-$110K
|
-4,354
|
-2%
|
|
|
58
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$6.16M
|
+$497K
|
+19,672
|
+9%
|
|
|
59
|
WealthSource Partners
San Luis Obispo,
California
|
$6.14M
|
-$612K
|
-24,234
|
-9%
|
|
|
60
|
Horan Securities
Cincinnati,
United States
|
$5.74M
|
+$133K
|
+5,284
|
+2%
|
|
|
61
|
|
$5.6M
|
-$1.57M
|
-62,026
|
-22%
|
|
|
62
|
MCF Advisors
Covington,
Kentucky
|
$5.57M
|
-$72.1K
|
-2,854
|
-1%
|
|
|
63
|
Bigelow Investment Advisors
Portland,
Maine
|
$5.54M
|
-$2.18M
|
-86,234
|
-28%
|
|
|
64
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$5.49M
|
-$347K
|
-13,716
|
-6%
|
|
|
65
|
Bank of America
Charlotte,
North Carolina
|
$5.46M
|
+$3.15M
|
+124,796
|
+138%
|
|
|
66
|
Destination Wealth Management
Walnut Creek,
California
|
$5.23M
|
-$22.3M
|
-884,038
|
-81%
|
|
|
67
|
SWS Partners
Columbus,
Ohio
|
$5.2M
|
-$1.28M
|
-50,782
|
-20%
|
|
|
68
|
Aspiriant LLC
Los Angeles,
California
|
$5.13M
|
-$268K
|
-10,604
|
-5%
|
|
|
69
|
Sterling Investment Management
Tucson,
Arizona
|
$5.1M
|
+$5.09M
|
+201,548
|
New
|
|
|
70
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$5.07M
|
-$267K
|
-10,570
|
-5%
|
|
|
71
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.01M
|
–
|
–
|
–
|
|
|
72
|
Bartlett & Co
Cincinnati,
Ohio
|
$5.01M
|
-$785K
|
-31,076
|
-14%
|
|
|
73
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.01M
|
-$785K
|
-31,076
|
-14%
|
|
|
74
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.95M
|
+$980K
|
+38,784
|
+25%
|
|
|
75
|
Bailard
Foster City,
California
|
$4.82M
|
+$4.81M
|
+190,444
|
New
|
|
