|
26
|
SOL Capital Management
Rockville,
Maryland
|
$8.11M
|
-$315K
|
-14,485
|
-4%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.33M
|
-$198K
|
-9,075
|
-3%
|
|
|
28
|
ETF Portfolio Partners
Leawood,
Kansas
|
$6.2M
|
-$79.2K
|
-3,635
|
-1%
|
|
|
29
|
Leavell Investment Management
Mobile,
Alabama
|
$5.91M
|
-$497K
|
-22,800
|
-8%
|
|
|
30
|
Darwin Wealth Management
Tampa,
Florida
|
$5.81M
|
+$303K
|
+13,900
|
+6%
|
|
|
31
|
Jackson Wealth Management
Lake Mary,
Florida
|
$5.36M
|
-$728K
|
-33,430
|
-13%
|
|
|
32
|
Cypress Wealth Services
Palm Desert,
California
|
$4.75M
|
+$4.65M
|
+213,360
|
New
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$4.72M
|
+$4.62M
|
+212,100
|
New
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.68M
|
+$225K
|
+10,310
|
+5%
|
|
|
35
|
Bank of New York Mellon
New York
|
$4.63M
|
+$221K
|
+10,150
|
+5%
|
|
|
36
|
WealthShield
Cary,
North Carolina
|
$4.61M
|
+$4.46M
|
+204,725
|
New
|
|
|
37
|
WealthShield Partners
Cary,
North Carolina
|
$4.61M
|
+$4.46M
|
+204,725
|
New
|
|
|
38
|
Vanguard Group
Malvern,
Pennsylvania
|
$4.6M
|
-$501K
|
-23,010
|
-10%
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.54M
|
+$99.4K
|
+4,565
|
+2%
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$4.23M
|
+$291K
|
+13,385
|
+8%
|
|
|
41
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.02M
|
-$64.1K
|
-2,945
|
-2%
|
|
|
42
|
M&T Bank
Buffalo,
New York
|
$3.89M
|
-$45.8K
|
-2,105
|
-1%
|
|
|
43
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.88M
|
+$591K
|
+27,150
|
+20%
|
|
|
44
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.68M
|
-$159K
|
-7,300
|
-4%
|
|
|
45
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$3.43M
|
-$184K
|
-8,470
|
-5%
|
|
|
46
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.16M
|
+$3.09M
|
+141,935
|
New
|
|
|
47
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.9M
|
+$1.89M
|
+86,900
|
+201%
|
|
|
48
|
William Blair & Company
Chicago,
Illinois
|
$2.85M
|
+$57.7K
|
+2,650
|
+2%
|
|
|
49
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.77M
|
-$152K
|
-6,980
|
-5%
|
|
|
50
|
Alpha Cubed Investments
Irvine,
California
|
$2.62M
|
+$324K
|
+14,875
|
+14%
|
|
