|
76
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.61M
|
-$559K
|
-21,420
|
-18%
|
|
|
77
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$2.58M
|
-$125K
|
-4,800
|
-5%
|
|
|
78
|
Opes Advisors
Cupertino,
California
|
$2.58M
|
+$209K
|
+8,020
|
+9%
|
|
|
79
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.5M
|
+$187K
|
+7,172
|
+8%
|
|
|
80
|
National Planning Corporation
El Segundo,
California
|
$2.5M
|
+$2.51M
|
+96,132
|
New
|
|
|
81
|
Wells Fargo
San Francisco,
California
|
$2.5M
|
+$53.1K
|
+2,034
|
+2%
|
|
|
82
|
ProVise Management Group
Clearwater,
Florida
|
$2.45M
|
-$43.9K
|
-1,684
|
-2%
|
|
|
83
|
SVA Wealth Management
Madison,
Wisconsin
|
$2.43M
|
+$1.4M
|
+53,764
|
+137%
|
|
|
84
|
UBS Group
Zurich,
Switzerland
|
$2.38M
|
+$245K
|
+9,398
|
+12%
|
|
|
85
|
Roundview Capital
Princeton,
New Jersey
|
$2.31M
|
+$36.6K
|
+1,404
|
+2%
|
|
|
86
|
|
$2.24M
|
+$153K
|
+5,868
|
+7%
|
|
|
87
|
Old Mission Capital
Chicago,
Illinois
|
$2.2M
|
+$2.19M
|
+84,062
|
New
|
|
|
88
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
$2.18M
|
-$127K
|
-4,866
|
-6%
|
|
|
89
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.02M
|
+$924K
|
+35,410
|
+84%
|
|
|
90
|
Regis Management Company
Menlo Park,
California
|
$1.77M
|
–
|
–
|
–
|
|
|
91
|
Valicenti Advisory Services
Elmira,
New York
|
$1.77M
|
+$161K
|
+6,180
|
+10%
|
|
|
92
|
Allianz Asset Management
Munich,
Germany
|
$1.66M
|
–
|
–
|
–
|
|
|
93
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.66M
|
+$46.8K
|
+1,794
|
+3%
|
|
|
94
|
LPL Financial
San Diego,
California
|
$1.62M
|
-$172K
|
-6,580
|
-10%
|
|
|
95
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.51M
|
+$60.3K
|
+2,310
|
+4%
|
|
|
96
|
Portfolio Solutions
Royal Oak,
Michigan
|
$1.5M
|
+$1.46M
|
+56,024
|
+3,537%
|
|
|
97
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.5M
|
+$48.5K
|
+1,858
|
+3%
|
|
|
98
|
Corrigan Financial
Middletown,
Rhode Island
|
$1.44M
|
+$280K
|
+10,734
|
+24%
|
|
|
99
|
Forte Capital
Rochester,
New York
|
$1.44M
|
+$136K
|
+5,200
|
+10%
|
|
|
100
|
Atria Investments
Charlotte,
North Carolina
|
$1.42M
|
+$167K
|
+6,414
|
+13%
|
|
