|
26
|
Wells Fargo
San Francisco,
California
|
$8.71M
|
-$1.04M
|
-25,296
|
-10%
|
|
|
27
|
BBJS Financial Advisors
Seattle,
Washington
|
$8.5M
|
+$751K
|
+18,358
|
+10%
|
|
|
28
|
|
$8.29M
|
+$407K
|
+9,931
|
+5%
|
|
|
29
|
VOYA Investment Management
Atlanta,
Georgia
|
$7.85M
|
-$83K
|
-2,028
|
-1%
|
|
|
30
|
JMG Financial Group
Downers Grove,
Illinois
|
$7.77M
|
+$110K
|
+2,692
|
+1%
|
|
|
31
|
Integris Wealth Management
Monterey,
California
|
$7.25M
|
+$255K
|
+6,230
|
+4%
|
|
|
32
|
Valmark Advisers
Akron,
Ohio
|
$7.07M
|
-$70.4M
|
-1,720,341
|
-91%
|
|
|
33
|
Bank of New York Mellon
New York
|
$6.94M
|
-$113K
|
-2,771
|
-2%
|
|
|
34
|
Chandler Asset Management
San Diego,
California
|
$6.2M
|
+$6.31M
|
+154,230
|
New
|
|
|
35
|
Country Trust Bank
Bloomington,
Illinois
|
$5.85M
|
-$92.5K
|
-2,259
|
-2%
|
|
|
36
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.7M
|
-$1.12M
|
-27,383
|
-16%
|
|
|
37
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.28M
|
+$7.16K
|
+175
|
+0.1%
|
|
|
38
|
Solitude Financial Services
Charlottesville,
Virginia
|
$4.69M
|
+$448K
|
+10,940
|
+10%
|
|
|
39
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.66M
|
-$40.7K
|
-995
|
-0.9%
|
|
|
40
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.35M
|
+$155K
|
+3,787
|
+4%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.27M
|
-$1.02M
|
-25,017
|
-19%
|
|
|
42
|
|
$3.79M
|
-$89.4K
|
-2,185
|
-2%
|
|
|
43
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.78M
|
+$3.85M
|
+94,093
|
New
|
|
|
44
|
Strategic Financial Planning
Plano,
Texas
|
$3.62M
|
+$113K
|
+2,764
|
+3%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.56M
|
-$60.7K
|
-1,484
|
-2%
|
|
|
46
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.56M
|
+$165K
|
+4,042
|
+5%
|
|
|
47
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$3.39M
|
+$3.45M
|
+84,274
|
New
|
|
|
48
|
LPL Financial
San Diego,
California
|
$3.36M
|
-$851K
|
-20,790
|
-20%
|
|
|
49
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$3.34M
|
-$145K
|
-3,546
|
-4%
|
|
|
50
|
Sound Stewardship
Overland Park,
Kansas
|
$3.25M
|
-$6.43K
|
-157
|
-0.2%
|
|
