|
51
|
Aspiriant LLC
Los Angeles,
California
|
$1.67M
|
-$9.08M
|
-233,602
|
-85%
|
|
|
52
|
Ameriprise
Minneapolis,
Minnesota
|
$1.63M
|
-$170K
|
-4,361
|
-10%
|
|
|
53
|
|
$1.49M
|
+$1.13M
|
+29,091
|
+341%
|
|
|
54
|
Valmark Advisers
Akron,
Ohio
|
$1.41M
|
+$104K
|
+2,680
|
+8%
|
|
|
55
|
Dowling & Yahnke
San Diego,
California
|
$1.4M
|
-$3.03K
|
-78
|
-0.2%
|
|
|
56
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.37M
|
-$416K
|
-10,711
|
-24%
|
|
|
57
|
Suntrust Banks
Atlanta,
Georgia
|
$1.36M
|
-$120K
|
-3,088
|
-8%
|
|
|
58
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.31M
|
–
|
–
|
–
|
|
|
59
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.27M
|
+$199K
|
+5,113
|
+19%
|
|
|
60
|
Colorado Capital Management
Boulder,
Colorado
|
$1.21M
|
-$17K
|
-437
|
-1%
|
|
|
61
|
United Capital Financial Advisors
Irving,
Texas
|
$1.2M
|
+$26.8K
|
+689
|
+2%
|
|
|
62
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.16M
|
-$1.85M
|
-47,514
|
-62%
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
+$65.2K
|
+1,677
|
+6%
|
|
|
64
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.13M
|
–
|
–
|
–
|
|
|
65
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.1M
|
-$43.2K
|
-1,112
|
-4%
|
|
|
66
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
-$1.76M
|
-45,384
|
-63%
|
|
|
67
|
WealthSource Partners
San Luis Obispo,
California
|
$967K
|
+$94.1K
|
+2,420
|
+11%
|
|
|
68
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$900K
|
–
|
–
|
–
|
|
|
69
|
Emery Howard Portfolio Management
Burlingame,
California
|
$885K
|
–
|
–
|
–
|
|
|
70
|
JMG Financial Group
Downers Grove,
Illinois
|
$880K
|
–
|
–
|
–
|
|
|
71
|
Fifth Third Securities
Cincinnati,
Ohio
|
$869K
|
+$76.4K
|
+1,966
|
+8%
|
|
|
72
|
Ausdal Financial Partners
Davenport,
Iowa
|
$867K
|
+$183K
|
+4,713
|
+27%
|
|
|
73
|
Evercore Wealth Management
New York
|
$859K
|
–
|
–
|
–
|
|
|
74
|
Mission Wealth Management
Santa Barbara,
California
|
$854K
|
+$9.25K
|
+238
|
+1%
|
|
|
75
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$837K
|
+$6.07K
|
+156
|
+0.7%
|
|
