|
26
|
Smith, Moore & Co
Clayton,
Missouri
|
$720K
|
-$2.09K
|
-63
|
-0.3%
|
|
|
27
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$674K
|
+$45.8K
|
+1,378
|
+7%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$670K
|
-$407K
|
-12,252
|
-38%
|
|
|
29
|
Mercer Global Advisors
Denver,
Colorado
|
$606K
|
-$25.5K
|
-767
|
-4%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$603K
|
+$30.9K
|
+932
|
+5%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$571K
|
+$60.1K
|
+1,809
|
+12%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$568K
|
-$15.3K
|
-462
|
-3%
|
|
|
33
|
Callan Capital
La Jolla,
California
|
$565K
|
–
|
–
|
–
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$560K
|
+$12.1K
|
+365
|
+2%
|
|
|
35
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$545K
|
–
|
–
|
–
|
|
|
36
|
Asset Dedication LLC
San Francisco,
California
|
$499K
|
-$9.36K
|
-282
|
-2%
|
|
|
37
|
Williams & Novak
Westlake Village,
California
|
$480K
|
+$31.9K
|
+960
|
+7%
|
|
|
38
|
Sequoia Financial Advisors
Akron,
Ohio
|
$470K
|
+$2.99K
|
+90
|
+0.6%
|
|
|
39
|
Focus Partners Wealth
Boston,
Massachusetts
|
$441K
|
+$11.2K
|
+338
|
+3%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$435K
|
+$299
|
+9
|
+0.1%
|
|
|
41
|
Sensible Money
Scottsdale,
Arizona
|
$409K
|
-$9.36K
|
-282
|
-2%
|
|
|
42
|
CoreCap Advisors
Southfield,
Michigan
|
$388K
|
+$31.2K
|
+941
|
+9%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$383K
|
+$33.4K
|
+1,007
|
+10%
|
|
|
44
|
Westmount Partners
Los Angeles,
California
|
$378K
|
+$375K
|
+11,296
|
New
|
|
|
45
|
Index Fund Advisors
Irvine,
California
|
$318K
|
–
|
–
|
–
|
|
|
46
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$306K
|
+$2.42K
|
+73
|
+0.8%
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
$306K
|
+$13.9K
|
+419
|
+5%
|
|
|
48
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$302K
|
-$38K
|
-1,145
|
-11%
|
|
|
49
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$275K
|
-$8.8K
|
-265
|
-3%
|
|
|
50
|
Summit Financial Strategies
Columbus,
Ohio
|
$262K
|
-$7.9K
|
-238
|
-3%
|
|
