|
201
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.57M
|
+$947K
|
+12,164
|
+18%
|
|
|
202
|
Aspiriant LLC
Los Angeles,
California
|
$6.44M
|
-$1.28M
|
-16,488
|
-18%
|
|
|
203
|
Mission Wealth Management
Santa Barbara,
California
|
$6.2M
|
+$82.2K
|
+1,056
|
+1%
|
|
|
204
|
Klingman & Associates
New York
|
$6.14M
|
+$285K
|
+3,664
|
+5%
|
|
|
205
|
High Point Bank & Trust
High Point,
North Carolina
|
$6.04M
|
-$86.3K
|
-1,109
|
-2%
|
|
|
206
|
Cambria Investment Management
Manhattan Beach,
California
|
$5.99M
|
-$302K
|
-3,884
|
-5%
|
|
|
207
|
Foster & Motley
Cincinnati,
Ohio
|
$5.97M
|
+$324K
|
+4,165
|
+6%
|
|
|
208
|
Merriman Wealth Management
Seattle,
Washington
|
$5.93M
|
+$5.51M
|
+70,795
|
New
|
|
|
209
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$5.89M
|
-$292K
|
-3,746
|
-5%
|
|
|
210
|
Parasol Investment Management
Westmont,
Illinois
|
$5.89M
|
-$1.36M
|
-17,409
|
-20%
|
|
|
211
|
Autus Asset Management
Scottsdale,
Arizona
|
$5.86M
|
+$300K
|
+3,860
|
+6%
|
|
|
212
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$5.84M
|
+$116K
|
+1,493
|
+2%
|
|
|
213
|
National Planning Corporation
El Segundo,
California
|
$5.82M
|
-$904K
|
-11,616
|
-15%
|
|
|
214
|
Colorado Capital Management
Boulder,
Colorado
|
$5.71M
|
-$165K
|
-2,123
|
-3%
|
|
|
215
|
Leavell Investment Management
Mobile,
Alabama
|
$5.68M
|
+$303K
|
+3,894
|
+6%
|
|
|
216
|
Evanson Asset Management
Carmel,
California
|
$5.68M
|
+$52.2K
|
+671
|
+1%
|
|
|
217
|
Retirement Capital Strategies
San Jose,
California
|
$5.67M
|
+$150K
|
+1,928
|
+3%
|
|
|
218
|
Vision Capital Management
Portland,
Oregon
|
$5.65M
|
+$1.05M
|
+13,433
|
+25%
|
|
|
219
|
VSR Financial Services
Overland Park,
Kansas
|
$5.62M
|
+$524K
|
+6,729
|
+11%
|
|
|
220
|
TD Ameritrade Trust
Denver,
Colorado
|
$5.61M
|
-$2.33M
|
-29,907
|
-31%
|
|
|
221
|
Allworth Financial
Folsom,
California
|
$5.61M
|
-$959K
|
-12,320
|
-16%
|
|
|
222
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.51M
|
+$284K
|
+3,651
|
+6%
|
|
|
223
|
Fidelity Investments
Boston,
Massachusetts
|
$5.46M
|
-$383K
|
-4,921
|
-7%
|
|
|
224
|
Cypress Wealth Advisors
San Francisco,
California
|
$5.4M
|
+$1.21M
|
+15,514
|
+32%
|
|
|
225
|
Cetera Advisors
Denver,
Colorado
|
$5.4M
|
-$4.33M
|
-55,652
|
-46%
|
|
