|
51
|
Opes Wealth Management
Menlo Park,
California
|
$12.6M
|
-$5.77M
|
-213,774
|
-31%
|
|
|
52
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$11.9M
|
+$13.6K
|
+502
|
+0.1%
|
|
|
53
|
Friedenthal Financial
Marlton,
New Jersey
|
$11.5M
|
-$1.03M
|
-38,004
|
-8%
|
|
|
54
|
AJ Wealth Strategies
New York
|
$11.4M
|
-$506K
|
-18,744
|
-4%
|
|
|
55
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$11.1M
|
+$417K
|
+15,454
|
+4%
|
|
|
56
|
Mission Creek Capital Partners
San Francisco,
California
|
$11M
|
+$10.9M
|
+405,314
|
New
|
|
|
57
|
Alesco Advisors
Pittsford,
New York
|
$10.4M
|
-$3.27M
|
-121,020
|
-24%
|
|
|
58
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$10.3M
|
+$3.35M
|
+123,892
|
+48%
|
|
|
59
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10M
|
+$648
|
+24
|
+0%
|
|
|
60
|
BFSG LLC
Irvine,
California
|
$9.89M
|
-$358K
|
-13,244
|
-4%
|
|
|
61
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$9.83M
|
-$5.87M
|
-217,246
|
-37%
|
|
|
62
|
LPL Financial
San Diego,
California
|
$9.77M
|
+$937K
|
+34,710
|
+11%
|
|
|
63
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$9.6M
|
+$9.55M
|
+353,732
|
New
|
|
|
64
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$8.94M
|
+$266K
|
+9,856
|
+3%
|
|
|
65
|
Cobblestone Capital Advisors
Rochester,
New York
|
$8.39M
|
-$1.34M
|
-49,622
|
-14%
|
|
|
66
|
Omega Financial Group
Santa Barbara,
California
|
$8.08M
|
-$171K
|
-6,340
|
-2%
|
|
|
67
|
Evensky & Katz
Coral Gables,
Florida
|
$7.94M
|
-$936K
|
-34,656
|
-11%
|
|
|
68
|
FAS Wealth Partners
Leawood,
Kansas
|
$7.45M
|
+$267K
|
+9,884
|
+4%
|
|
|
69
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$7.44M
|
-$2.96M
|
-109,702
|
-29%
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.36M
|
-$220K
|
-8,140
|
-3%
|
|
|
71
|
VERITY Wealth Advisors
Sausalito,
United States
|
$7.15M
|
-$3M
|
-111,068
|
-30%
|
|
|
72
|
Roundview Capital
Princeton,
New Jersey
|
$7.09M
|
+$288K
|
+10,670
|
+4%
|
|
|
73
|
|
$6.98M
|
-$13.6M
|
-505,086
|
-66%
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.91M
|
-$543K
|
-20,108
|
-7%
|
|
|
75
|
Argent Wealth Management
Waltham,
Massachusetts
|
$6.48M
|
-$1.64M
|
-60,868
|
-20%
|
|
