|
26
|
Asset Dedication LLC
San Francisco,
California
|
$2.07M
|
+$122K
|
+3,774
|
+7%
|
|
|
27
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.07M
|
-$1.62M
|
-50,178
|
-46%
|
|
|
28
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.03M
|
-$39.7K
|
-1,230
|
-2%
|
|
|
29
|
Destiny Wealth Partners
Tavares,
Florida
|
$2.01M
|
+$1.87M
|
+57,775
|
New
|
|
|
30
|
True North Advisors
Dallas,
Texas
|
$1.87M
|
+$254K
|
+7,845
|
+17%
|
|
|
31
|
|
$1.65M
|
-$6.73M
|
-208,393
|
-81%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
-$99K
|
-3,065
|
-6%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$1.5M
|
+$542K
|
+16,772
|
+64%
|
|
|
34
|
|
$1.4M
|
+$73.1K
|
+2,262
|
+6%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$1.39M
|
+$506K
|
+15,660
|
+65%
|
|
|
36
|
Shilanski & Associates
Anchorage,
Alaska
|
$1.36M
|
+$125K
|
+3,881
|
+11%
|
|
|
37
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.35M
|
+$242K
|
+7,477
|
+24%
|
|
|
38
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.33M
|
-$12.9K
|
-400
|
-1%
|
|
|
39
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.29M
|
+$43.7K
|
+1,352
|
+4%
|
|
|
40
|
Opes Wealth Management
Menlo Park,
California
|
$1.25M
|
-$439K
|
-13,599
|
-27%
|
|
|
41
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$1.23M
|
-$3.79M
|
-117,201
|
-77%
|
|
|
42
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.21M
|
-$774K
|
-23,962
|
-41%
|
|
|
43
|
Capital One Financial
Mclean,
Virginia
|
$988K
|
-$3.35M
|
-103,818
|
-79%
|
|
|
44
|
Managed Account Services
Coconut Grove,
Florida
|
$980K
|
+$40.5K
|
+1,254
|
+5%
|
|
|
45
|
Aviance Capital Partners
Naples,
Florida
|
$927K
|
-$26.5K
|
-821
|
-3%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$918K
|
+$30.9K
|
+956
|
+4%
|
|
|
47
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$908K
|
+$843K
|
+26,100
|
New
|
|
|
48
|
Mercer Global Advisors
Denver,
Colorado
|
$848K
|
+$250K
|
+7,745
|
+47%
|
|
|
49
|
Foster & Motley
Cincinnati,
Ohio
|
$800K
|
-$670K
|
-20,745
|
-47%
|
|
|
50
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$609K
|
–
|
–
|
–
|
|
