|
26
|
Freedom Investment Management
Hartford,
Connecticut
|
$610K
|
-$89.4K
|
-1,684
|
-13%
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$552K
|
–
|
–
|
–
|
|
|
28
|
EFG Asset Management (Americas)
Miami,
Florida
|
$544K
|
–
|
–
|
–
|
|
|
29
|
|
$403K
|
+$111K
|
+2,083
|
+37%
|
|
|
30
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$381K
|
-$31.9K
|
-600
|
-8%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$368K
|
+$12.6K
|
+238
|
+4%
|
|
|
32
|
Capital Insight Partners
Scottsdale,
Arizona
|
$367K
|
+$7.96K
|
+150
|
+2%
|
|
|
33
|
Laidlaw Wealth Management
New York City,
New York
|
$324K
|
+$326K
|
+6,134
|
New
|
|
|
34
|
Colony Group
Boston,
Massachusetts
|
$311K
|
–
|
–
|
–
|
|
|
35
|
KeyBank National Association
Cleveland,
Ohio
|
$309K
|
+$311K
|
+5,863
|
New
|
|
|
36
|
Liberty Wealth Management
Oakland,
California
|
$280K
|
+$65.7K
|
+1,238
|
+31%
|
|
|
37
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$224K
|
–
|
–
|
–
|
|
|
38
|
Boltwood Capital Management
Walnut Creek,
California
|
$211K
|
–
|
–
|
–
|
|
|
39
|
|
$201K
|
-$124K
|
-2,329
|
-38%
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$172K
|
–
|
–
|
–
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$105K
|
–
|
–
|
–
|
|
|
42
|
Global Retirement Partners
San Rafael,
California
|
$90K
|
+$5.31K
|
+100
|
+6%
|
|
|
43
|
Steward Partners Investment Advisory
New York
|
$69K
|
+$31.9K
|
+600
|
+86%
|
|
|
44
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$58K
|
–
|
–
|
–
|
|
|
45
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$53K
|
–
|
–
|
–
|
|
|
46
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$48K
|
-$31.7K
|
-598
|
-40%
|
|
|
47
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$29K
|
+$29.2K
|
+550
|
New
|
|
|
48
|
Geneos Wealth Management
Englewood,
Colorado
|
$26K
|
–
|
–
|
–
|
|
|
49
|
Atwood & Palmer
Kansas City,
Missouri
|
$24K
|
–
|
–
|
–
|
|
|
50
|
Creative Financial Designs
Kokomo,
Indiana
|
$21K
|
–
|
–
|
–
|
|
