|
126
|
WealthSource Partners
San Luis Obispo,
California
|
$2.66M
|
+$879K
|
+18,720
|
+50%
|
|
|
127
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.63M
|
+$205K
|
+4,365
|
+9%
|
|
|
128
|
CWA Asset Management Group
Naples,
Florida
|
$2.58M
|
+$324K
|
+6,899
|
+14%
|
|
|
129
|
Studio Investment Management
Chicago,
Illinois
|
$2.53M
|
+$45.3K
|
+965
|
+2%
|
|
|
130
|
Evensky & Katz
Coral Gables,
Florida
|
$2.52M
|
+$1.64M
|
+35,007
|
+191%
|
|
|
131
|
AJ Wealth Strategies
New York
|
$2.44M
|
+$188
|
+4
|
+0%
|
|
|
132
|
Cerity Partners OCIO
New York
|
$2.44M
|
-$153K
|
-3,254
|
-6%
|
|
|
133
|
Hill Island Financial
Grand Rapids,
Michigan
|
$2.36M
|
-$217K
|
-4,630
|
-8%
|
|
|
134
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.35M
|
-$120K
|
-2,562
|
-5%
|
|
|
135
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.32M
|
–
|
–
|
–
|
|
|
136
|
New England Asset Management
Farmington,
Connecticut
|
$2.3M
|
–
|
–
|
–
|
|
|
137
|
RiverGlades Family Offices
Naples,
Florida
|
$2.25M
|
-$14.1K
|
-300
|
-0.6%
|
|
|
138
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.21M
|
-$648K
|
-13,800
|
-23%
|
|
|
139
|
MML Investors Services
Springfield,
Massachusetts
|
$2.16M
|
+$529K
|
+11,269
|
+33%
|
|
|
140
|
|
$2.13M
|
+$88.7K
|
+1,888
|
+4%
|
|
|
141
|
Moseley Investment Management
Bradenton,
Florida
|
$2.08M
|
-$422K
|
-8,985
|
-17%
|
|
|
142
|
Davenport & Co
Richmond,
Virginia
|
$2.04M
|
-$27.9K
|
-595
|
-1%
|
|
|
143
|
Wealth CMT
Cherry Hill,
New Jersey
|
$2.02M
|
+$699K
|
+14,892
|
+54%
|
|
|
144
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.91M
|
-$1.88M
|
-40,000
|
-50%
|
|
|
145
|
McNaughton Wealth Management
San Diego,
California
|
$1.86M
|
+$118K
|
+2,504
|
+7%
|
|
|
146
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.84M
|
+$23.9K
|
+508
|
+1%
|
|
|
147
|
Riversedge Advisors
Wilmington,
Delaware
|
$1.82M
|
-$695K
|
-14,796
|
-28%
|
|
|
148
|
Prairiewood Capital
Fargo,
North Dakota
|
$1.8M
|
+$878K
|
+18,691
|
+97%
|
|
|
149
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.79M
|
+$87.5K
|
+1,863
|
+5%
|
|
|
150
|
Mather Group
Chicago,
Illinois
|
$1.79M
|
+$456K
|
+9,702
|
+34%
|
|
