|
26
|
|
$581K
|
-$7.92M
|
-239,941
|
-93%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$551K
|
+$13.8K
|
+418
|
+2%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$540K
|
+$159K
|
+4,827
|
+39%
|
|
|
29
|
Callan Capital
La Jolla,
California
|
$534K
|
–
|
–
|
–
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$517K
|
-$1.51M
|
-45,858
|
-74%
|
|
|
31
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$515K
|
–
|
–
|
–
|
|
|
32
|
LPL Financial
San Diego,
California
|
$482K
|
-$57.4K
|
-1,739
|
-10%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$480K
|
-$29.2K
|
-884
|
-5%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$456K
|
-$143K
|
-4,343
|
-23%
|
|
|
35
|
Sequoia Financial Advisors
Akron,
Ohio
|
$441K
|
+$5.08K
|
+154
|
+1%
|
|
|
36
|
Williams & Novak
Westlake Village,
California
|
$422K
|
-$6.6K
|
-200
|
-1%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$411K
|
+$396
|
+12
|
+0.1%
|
|
|
38
|
Focus Partners Wealth
Boston,
Massachusetts
|
$406K
|
+$424K
|
+12,839
|
New
|
|
|
39
|
Sensible Money
Scottsdale,
Arizona
|
$395K
|
–
|
–
|
–
|
|
|
40
|
CoreCap Advisors
Southfield,
Michigan
|
$337K
|
+$6.44K
|
+195
|
+2%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$330K
|
-$792
|
-24
|
-0.2%
|
|
|
42
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$322K
|
+$7.06K
|
+214
|
+2%
|
|
|
43
|
Index Fund Advisors
Irvine,
California
|
$301K
|
–
|
–
|
–
|
|
|
44
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$287K
|
+$3.17K
|
+96
|
+1%
|
|
|
45
|
|
$281K
|
-$29.9K
|
-905
|
-9%
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$275K
|
+$46.1K
|
+1,397
|
+19%
|
|
|
47
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$268K
|
-$7.39K
|
-224
|
-3%
|
|
|
48
|
Summit Financial Strategies
Columbus,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
49
|
Raymond James Financial
St Petersburg,
Florida
|
$237K
|
+$247K
|
+7,482
|
New
|
|
|
50
|
CFO4Life Group
Coppell,
Texas
|
$202K
|
+$2.15K
|
+65
|
+1%
|
|
