|
101
|
New York Life Investment Management
New York
|
$2.15M
|
+$2.06M
|
+44,979
|
New
|
|
|
102
|
WealthSource Partners
San Luis Obispo,
California
|
$2.11M
|
-$458K
|
-10,000
|
-18%
|
|
|
103
|
Principal Financial Group
Des Moines,
Iowa
|
$2.1M
|
+$580K
|
+12,661
|
+40%
|
|
|
104
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.02M
|
-$35.4K
|
-772
|
-2%
|
|
|
105
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2M
|
+$1.92M
|
+41,936
|
New
|
|
|
106
|
Eley Financial Management
South Burlington,
Vermont
|
$1.98M
|
+$1.67M
|
+36,433
|
+730%
|
|
|
107
|
Richard Bernstein Advisors
New York
|
$1.95M
|
-$819K
|
-17,890
|
-30%
|
|
|
108
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.95M
|
+$115K
|
+2,503
|
+7%
|
|
|
109
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$1.92M
|
+$2.66K
|
+58
|
+0.1%
|
|
|
110
|
Fort Point Capital Partners
San Francisco,
California
|
$1.86M
|
+$1.4M
|
+30,574
|
+368%
|
|
|
111
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.85M
|
+$189K
|
+4,127
|
+12%
|
|
|
112
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.78M
|
-$143K
|
-3,123
|
-8%
|
|
|
113
|
Advisory Services Network
Atlanta,
Georgia
|
$1.77M
|
-$34.8K
|
-760
|
-2%
|
|
|
114
|
UMB Bank
Kansas City,
Missouri
|
$1.69M
|
–
|
–
|
–
|
|
|
115
|
Better Money Decisions
Santa Fe,
New Mexico
|
$1.59M
|
-$32.1K
|
-700
|
-2%
|
|
|
116
|
Foster Group
West Des Moines,
Iowa
|
$1.53M
|
–
|
–
|
–
|
|
|
117
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.49M
|
-$242K
|
-5,284
|
-14%
|
|
|
118
|
SageView Advisory Group
Newport Beach,
California
|
$1.48M
|
-$721K
|
-15,751
|
Closed
|
|
|
119
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.46M
|
+$254K
|
+5,547
|
+22%
|
|
|
120
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.42M
|
-$29.4K
|
-643
|
-2%
|
|
|
121
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.41M
|
-$31.6K
|
-690
|
-2%
|
|
|
122
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.37M
|
+$15.9K
|
+347
|
+1%
|
|
|
123
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.37M
|
+$15K
|
+327
|
+1%
|
|
|
124
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$1.31M
|
+$129K
|
+2,821
|
+11%
|
|
|
125
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.3M
|
-$114K
|
-2,482
|
-8%
|
|
