|
101
|
Pacific Center for Financial Services
San Ramon,
California
|
$11.6M
|
-$45.4K
|
-328
|
-0.4%
|
|
|
102
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.2M
|
-$233K
|
-1,681
|
-2%
|
|
|
103
|
Leavell Investment Management
Mobile,
Alabama
|
$10.8M
|
-$458K
|
-3,309
|
-4%
|
|
|
104
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$10.8M
|
+$1.02M
|
+7,332
|
+10%
|
|
|
105
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.7M
|
+$261K
|
+1,884
|
+2%
|
|
|
106
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$10.7M
|
+$1.25M
|
+8,999
|
+12%
|
|
|
107
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$10.7M
|
–
|
–
|
–
|
|
|
108
|
Wealthspire Advisors (New York)
New York
|
$10.6M
|
-$691K
|
-4,989
|
-6%
|
|
|
109
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$10M
|
+$576K
|
+4,159
|
+6%
|
|
|
110
|
ProVise Management Group
Clearwater,
Florida
|
$9.8M
|
+$614K
|
+4,432
|
+6%
|
|
|
111
|
LMCG Investments
Boston,
Massachusetts
|
$9.47M
|
-$347K
|
-2,504
|
-3%
|
|
|
112
|
Prosperity Planning
Kansas City,
Missouri
|
$9.38M
|
+$482K
|
+3,483
|
+5%
|
|
|
113
|
Forte Capital
Rochester,
New York
|
$9.25M
|
-$657K
|
-4,744
|
-6%
|
|
|
114
|
Eagle Strategies
New York
|
$9.21M
|
-$180K
|
-1,296
|
-2%
|
|
|
115
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$9.2M
|
-$1.55M
|
-11,224
|
-14%
|
|
|
116
|
Allworth Financial
Folsom,
California
|
$9.13M
|
+$1.22M
|
+8,834
|
+15%
|
|
|
117
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.11M
|
-$168K
|
-1,214
|
-2%
|
|
|
118
|
Davenport & Co
Richmond,
Virginia
|
$9.03M
|
+$223K
|
+1,609
|
+2%
|
|
|
119
|
Geneos Wealth Management
Englewood,
Colorado
|
$9M
|
+$111K
|
+799
|
+1%
|
|
|
120
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$8.95M
|
+$810K
|
+5,846
|
+9%
|
|
|
121
|
Columbia Advisory Partners
Spokane,
Washington
|
$8.89M
|
-$291K
|
-2,101
|
-3%
|
|
|
122
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$8.52M
|
+$3.84M
|
+27,741
|
+45%
|
|
|
123
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8.38M
|
+$8.38M
|
+60,511
|
+1,746%
|
|
|
124
|
OLIO Financial Planning
Mclean,
Virginia
|
$8.32M
|
+$388K
|
+2,804
|
+5%
|
|
|
125
|
MAI Capital Management
Independence,
Ohio
|
$8.27M
|
-$312K
|
-2,256
|
-3%
|
|
