|
76
|
Bailard
Foster City,
California
|
$4.82M
|
+$4.81M
|
+190,444
|
New
|
|
|
77
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4.75M
|
+$237K
|
+9,374
|
+5%
|
|
|
78
|
Confluence Wealth Management
Portland,
Oregon
|
$4.74M
|
-$793K
|
-31,372
|
-14%
|
|
|
79
|
Empirical Wealth Management
Seattle,
Washington
|
$4.73M
|
-$143K
|
-5,646
|
-3%
|
|
|
80
|
Cobblestone Capital Advisors
Rochester,
New York
|
$4.45M
|
+$1.08M
|
+42,598
|
+32%
|
|
|
81
|
Waverly Advisors
Birmingham,
Alabama
|
$4.34M
|
-$27K
|
-1,068
|
-0.6%
|
|
|
82
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.07M
|
+$631K
|
+24,978
|
+18%
|
|
|
83
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$3.99M
|
-$2.93M
|
-115,910
|
-42%
|
|
|
84
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$3.97M
|
+$781K
|
+30,908
|
+25%
|
|
|
85
|
SigFig Wealth Management
San Francisco,
California
|
$3.72M
|
-$1.16M
|
-45,920
|
-24%
|
|
|
86
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$3.71M
|
+$998K
|
+39,482
|
+37%
|
|
|
87
|
Lee Financial
Dallas,
Texas
|
$3.7M
|
-$471K
|
-18,634
|
-11%
|
|
|
88
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$3.65M
|
+$928K
|
+36,722
|
+34%
|
|
|
89
|
Horan Capital Management
Hunt Valley,
Maryland
|
$3.65M
|
+$3.64M
|
+144,120
|
New
|
|
|
90
|
Callan Capital
La Jolla,
California
|
$3.63M
|
-$95.8K
|
-3,792
|
-3%
|
|
|
91
|
Summit Financial Strategies
Columbus,
Ohio
|
$3.63M
|
+$240K
|
+9,502
|
+7%
|
|
|
92
|
Advisory Alpha
Holland,
Michigan
|
$3.57M
|
+$365K
|
+14,440
|
+11%
|
|
|
93
|
UBS Group
Zurich,
Switzerland
|
$3.55M
|
+$117K
|
+4,620
|
+3%
|
|
|
94
|
Allen Capital Group
Grand Island,
Nebraska
|
$3.5M
|
+$224K
|
+8,884
|
+7%
|
|
|
95
|
Pring Turner Capital Group
Alamo,
California
|
$3.45M
|
-$35.3K
|
-1,398
|
-1%
|
|
|
96
|
One Capital Management
Westlake Village,
California
|
$3.45M
|
+$281K
|
+11,112
|
+9%
|
|
|
97
|
AMI Investment Management
Kendallville,
Indiana
|
$3.37M
|
+$1.06M
|
+42,052
|
+46%
|
|
|
98
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$3.37M
|
+$34.8K
|
+1,378
|
+1%
|
|
|
99
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3.33M
|
+$149K
|
+5,904
|
+5%
|
|
|
100
|
IFP Advisors
Tampa,
Florida
|
$3.31M
|
+$106K
|
+4,194
|
+3%
|
|
