|
26
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$830K
|
-$74.9K
|
-1,595
|
-8%
|
|
|
27
|
Summit Wealth Group
White River Junction,
Vermont
|
$786K
|
+$54K
|
+1,149
|
+7%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$761K
|
-$1.35M
|
-28,719
|
-64%
|
|
|
29
|
Mason & Associates (California)
Los Angeles,
California
|
$760K
|
+$448K
|
+9,542
|
+136%
|
|
|
30
|
Natural Investments
Windsor,
California
|
$682K
|
+$220K
|
+4,678
|
+46%
|
|
|
31
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$648K
|
+$29.2K
|
+622
|
+5%
|
|
|
32
|
Bank of New York Mellon
New York
|
$626K
|
+$635K
|
+13,515
|
New
|
|
|
33
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$563K
|
-$808K
|
-17,200
|
-59%
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$527K
|
-$80.2K
|
-1,708
|
-13%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$524K
|
+$531K
|
+11,305
|
New
|
|
|
36
|
Huntington National Bank
Columbus,
Ohio
|
$458K
|
–
|
–
|
–
|
|
|
37
|
Diversified Enterprises
Wilmington,
Delaware
|
$428K
|
+$33.8K
|
+719
|
+8%
|
|
|
38
|
American Money Management
Rancho Santa Fe,
California
|
$418K
|
–
|
–
|
–
|
|
|
39
|
Jones Financial Companies
Des Peres,
Missouri
|
$400K
|
+$171K
|
+3,633
|
+71%
|
|
|
40
|
Mutual Advisors
Omaha,
Nebraska
|
$373K
|
+$153K
|
+3,264
|
+68%
|
|
|
41
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$346K
|
+$6.53K
|
+139
|
+2%
|
|
|
42
|
EP Wealth Advisors
Torrance,
California
|
$339K
|
-$377K
|
-8,017
|
-52%
|
|
|
43
|
Verus Capital Partners
Scottsdale,
Arizona
|
$335K
|
-$5.92K
|
-126
|
-2%
|
|
|
44
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$330K
|
+$27.3K
|
+581
|
+9%
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$330K
|
+$13.9K
|
+295
|
+4%
|
|
|
46
|
FinArc Investments
Norwood,
Massachusetts
|
$292K
|
+$296K
|
+6,295
|
New
|
|
|
47
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$281K
|
+$987
|
+21
|
+0.3%
|
|
|
48
|
Farmers National Bank
Danville,
Kentucky
|
$277K
|
+$11.2K
|
+239
|
+4%
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
$277K
|
+$23.5K
|
+501
|
+9%
|
|
|
50
|
Baker Avenue Asset Management
San Francisco,
California
|
$269K
|
+$4.42K
|
+94
|
+2%
|
|
