|
26
|
Smith, Moore & Co
Clayton,
Missouri
|
$764K
|
–
|
–
|
–
|
|
|
27
|
Mercer Global Advisors
Denver,
Colorado
|
$682K
|
+$9.56K
|
+284
|
+1%
|
|
|
28
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$667K
|
+$639K
|
+18,987
|
New
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$660K
|
+$344K
|
+10,206
|
+119%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$597K
|
+$8.45K
|
+251
|
+1%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$597K
|
-$25K
|
-741
|
-4%
|
|
|
32
|
Callan Capital
La Jolla,
California
|
$593K
|
–
|
–
|
–
|
|
|
33
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$572K
|
–
|
–
|
–
|
|
|
34
|
Asset Dedication LLC
San Francisco,
California
|
$565K
|
-$168K
|
-4,996
|
-24%
|
|
|
35
|
Sequoia Financial Advisors
Akron,
Ohio
|
$485K
|
+$82.1K
|
+2,439
|
+21%
|
|
|
36
|
Williams & Novak
Westlake Village,
California
|
$477K
|
-$196K
|
-5,815
|
-30%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$456K
|
-$3.57K
|
-106
|
-0.8%
|
|
|
38
|
Sensible Money
Scottsdale,
Arizona
|
$439K
|
-$153K
|
-4,536
|
-27%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$431K
|
+$22.5K
|
+667
|
+6%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$390K
|
-$116K
|
-3,457
|
-24%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$368K
|
+$29K
|
+861
|
+9%
|
|
|
42
|
CoreCap Advisors
Southfield,
Michigan
|
$367K
|
+$1.01K
|
+30
|
+0.3%
|
|
|
43
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$350K
|
+$9.87K
|
+293
|
+3%
|
|
|
44
|
|
$344K
|
-$11.8K
|
-351
|
-3%
|
|
|
45
|
Index Fund Advisors
Irvine,
California
|
$334K
|
–
|
–
|
–
|
|
|
46
|
Avantax Advisory Services
Dallas,
Texas
|
$330K
|
+$1.75K
|
+52
|
+0.6%
|
|
|
47
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$315K
|
+$2.19K
|
+65
|
+0.7%
|
|
|
48
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$306K
|
-$9.13K
|
-271
|
-3%
|
|
|
49
|
Summit Financial Strategies
Columbus,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
$257K
|
+$38.6K
|
+1,147
|
+19%
|
|
