|
26
|
Klingman & Associates
New York
|
$923K
|
–
|
–
|
–
|
|
|
27
|
Smith, Moore & Co
Clayton,
Missouri
|
$832K
|
-$4.84K
|
-135
|
-0.6%
|
|
|
28
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$758K
|
-$24K
|
-671
|
-3%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$721K
|
-$52.4K
|
-1,462
|
-7%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$674K
|
-$28.1K
|
-785
|
-4%
|
|
|
31
|
AlphaCore Capital
La Jolla,
California
|
$668K
|
+$605K
|
+16,881
|
+5,722%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$654K
|
-$44K
|
-1,228
|
-7%
|
|
|
33
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$633K
|
–
|
–
|
–
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$597K
|
-$57.6K
|
-1,608
|
-9%
|
|
|
35
|
Asset Dedication LLC
San Francisco,
California
|
$558K
|
-$20.3K
|
-566
|
-4%
|
|
|
36
|
Sequoia Financial Advisors
Akron,
Ohio
|
$550K
|
+$3.37K
|
+94
|
+0.7%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$510K
|
+$4.41K
|
+123
|
+0.9%
|
|
|
38
|
Williams & Novak
Westlake Village,
California
|
$509K
|
-$44.1K
|
-1,230
|
-9%
|
|
|
39
|
Sensible Money
Scottsdale,
Arizona
|
$477K
|
+$1.25K
|
+35
|
+0.3%
|
|
|
40
|
CoreCap Advisors
Southfield,
Michigan
|
$465K
|
+$12.8K
|
+358
|
+3%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$455K
|
+$8.74K
|
+244
|
+2%
|
|
|
42
|
Westmount Partners
Los Angeles,
California
|
$440K
|
–
|
–
|
–
|
|
|
43
|
Fidelity Investments
Boston,
Massachusetts
|
$390K
|
+$31.9K
|
+891
|
+10%
|
|
|
44
|
Index Fund Advisors
Irvine,
California
|
$370K
|
–
|
–
|
–
|
|
|
45
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$359K
|
+$3.08K
|
+86
|
+0.9%
|
|
|
46
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$341K
|
-$10.2K
|
-284
|
-3%
|
|
|
47
|
Summit Financial Strategies
Columbus,
Ohio
|
$314K
|
+$8.53K
|
+238
|
+3%
|
|
|
48
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$305K
|
-$13.3K
|
-372
|
-5%
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$305K
|
+$8.96K
|
+250
|
+3%
|
|
|
50
|
|
$303K
|
+$2.08K
|
+58
|
+0.8%
|
|
