|
26
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$572K
|
-$269K
|
-7,584
|
-30%
|
|
|
27
|
Astoria Portfolio Advisors
New York
|
$563K
|
+$13.9K
|
+392
|
+2%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$385K
|
–
|
–
|
–
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$352K
|
+$380K
|
+10,742
|
New
|
|
|
30
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$324K
|
–
|
–
|
–
|
|
|
31
|
First National Corp
Rockland,
Massachusetts
|
$321K
|
-$10.7K
|
-302
|
-3%
|
|
|
32
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$315K
|
+$24.8K
|
+700
|
+8%
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$310K
|
+$15.9K
|
+448
|
+5%
|
|
|
34
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$300K
|
-$1.27K
|
-36
|
-0.4%
|
|
|
35
|
Fulcrum Capital
Seattle,
Washington
|
$277K
|
–
|
–
|
–
|
|
|
36
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$269K
|
+$6.94K
|
+196
|
+2%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$261K
|
+$51.7K
|
+1,460
|
+22%
|
|
|
38
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$238K
|
–
|
–
|
–
|
|
|
39
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$232K
|
-$172K
|
-4,860
|
-41%
|
|
|
40
|
Insight Advisors
Newtown,
Pennsylvania
|
$229K
|
+$3.47K
|
+98
|
+1%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$224K
|
+$242K
|
+6,832
|
New
|
|
|
42
|
Fortis Capital Management
Bellevue,
Washington
|
$223K
|
+$241K
|
+6,810
|
New
|
|
|
43
|
Good Life Advisors
Reading,
Pennsylvania
|
$210K
|
+$4.53K
|
+128
|
+2%
|
|
|
44
|
Aufman Associates
Sewickley,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
45
|
Merit Financial Group
Alpharetta,
Georgia
|
$208K
|
–
|
–
|
–
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$205K
|
+$221K
|
+6,246
|
New
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$146K
|
+$1.42K
|
+40
|
+0.9%
|
|
|
48
|
Angeles Investment Advisors
Santa Monica,
California
|
$137K
|
–
|
–
|
–
|
|
|
49
|
Angeles Wealth Management
Santa Monica,
California
|
$137K
|
–
|
–
|
–
|
|
|
50
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$124K
|
–
|
–
|
–
|
|
