|
26
|
Capital Advantage
Walnut Creek,
California
|
$1.05M
|
-$193K
|
-6,567
|
-15%
|
|
|
27
|
Aspiriant LLC
Los Angeles,
California
|
$1.05M
|
-$528K
|
-17,942
|
-35%
|
|
|
28
|
One Capital Management
Westlake Village,
California
|
$1M
|
+$95K
|
+3,227
|
+10%
|
|
|
29
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$996K
|
+$72.6K
|
+2,467
|
+8%
|
|
|
30
|
Evensky & Katz
Coral Gables,
Florida
|
$990K
|
-$90.7K
|
-3,081
|
-8%
|
|
|
31
|
Wealth Architects
Mountain View,
California
|
$861K
|
+$12.9K
|
+438
|
+1%
|
|
|
32
|
Portfolio Solutions
Royal Oak,
Michigan
|
$824K
|
+$190K
|
+6,467
|
+29%
|
|
|
33
|
Summit Financial Strategies
Columbus,
Ohio
|
$815K
|
-$11.5K
|
-392
|
-1%
|
|
|
34
|
Allianz Asset Management
Munich,
Germany
|
$774K
|
+$467K
|
+15,872
|
+144%
|
|
|
35
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$682K
|
-$160K
|
-5,446
|
-19%
|
|
|
36
|
Asset Dedication LLC
San Francisco,
California
|
$660K
|
-$76.8K
|
-2,608
|
-10%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$616K
|
+$9.21K
|
+313
|
+1%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$592K
|
+$9.51K
|
+323
|
+2%
|
|
|
39
|
Cabot Wealth Management
Salem,
Massachusetts
|
$585K
|
+$47.1K
|
+1,601
|
+9%
|
|
|
40
|
Sequoia Financial Advisors
Akron,
Ohio
|
$551K
|
-$88.1K
|
-2,992
|
-14%
|
|
|
41
|
BOK Financial Private Wealth
Denver,
Colorado
|
$523K
|
-$48.8K
|
-1,658
|
-8%
|
|
|
42
|
Empirical Wealth Management
Seattle,
Washington
|
$477K
|
-$4.77K
|
-162
|
-1%
|
|
|
43
|
Alesco Advisors
Pittsford,
New York
|
$470K
|
+$4.83K
|
+164
|
+1%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$436K
|
+$100K
|
+3,406
|
+29%
|
|
|
45
|
|
$397K
|
-$32.2K
|
-1,095
|
-7%
|
|
|
46
|
Krilogy Financial
St. Louis,
Missouri
|
$379K
|
-$29.6K
|
-1,004
|
-7%
|
|
|
47
|
Virtu KCG Holdings
New York
|
$367K
|
-$262K
|
-8,900
|
-41%
|
|
|
48
|
Bartlett & Co
Cincinnati,
Ohio
|
$357K
|
-$232K
|
-7,868
|
-39%
|
|
|
49
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$350K
|
-$2.97K
|
-101
|
-0.8%
|
|
|
50
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$331K
|
-$44.2K
|
-1,503
|
-12%
|
|
