|
26
|
One Capital Management
Westlake Village,
California
|
$1.21M
|
+$129K
|
+4,266
|
+12%
|
|
|
27
|
Capital Advantage
Walnut Creek,
California
|
$1.09M
|
-$34.6K
|
-1,146
|
-3%
|
|
|
28
|
Evensky & Katz
Coral Gables,
Florida
|
$1.09M
|
+$31.9K
|
+1,059
|
+3%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.05M
|
-$434K
|
-14,375
|
-30%
|
|
|
30
|
Wealth Architects
Mountain View,
California
|
$926K
|
+$2.29K
|
+76
|
+0.3%
|
|
|
31
|
Summit Financial Strategies
Columbus,
Ohio
|
$855K
|
-$18.2K
|
-602
|
-2%
|
|
|
32
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$719K
|
-$12.1K
|
-400
|
-2%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$717K
|
+$7.69K
|
+255
|
+1%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$694K
|
+$32.4K
|
+1,073
|
+5%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$694K
|
+$57.8K
|
+1,915
|
+9%
|
|
|
36
|
United Capital Financial Advisors
Irving,
Texas
|
$654K
|
-$508K
|
-16,856
|
-44%
|
|
|
37
|
Cabot Wealth Management
Salem,
Massachusetts
|
$653K
|
+$24.5K
|
+813
|
+4%
|
|
|
38
|
Krilogy Financial
St. Louis,
Missouri
|
$623K
|
+$211K
|
+7,000
|
+53%
|
|
|
39
|
Alesco Advisors
Pittsford,
New York
|
$606K
|
+$99.3K
|
+3,294
|
+20%
|
|
|
40
|
Virtu KCG Holdings
New York
|
$527K
|
+$131K
|
+4,328
|
+34%
|
|
|
41
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$522K
|
+$526K
|
+17,431
|
New
|
|
|
42
|
Empirical Wealth Management
Seattle,
Washington
|
$513K
|
+$935
|
+31
|
+0.2%
|
|
|
43
|
|
$486K
|
+$57.6K
|
+1,910
|
+14%
|
|
|
44
|
Argentus Capital Management
Dallas,
Texas
|
$458K
|
+$337K
|
+11,168
|
+306%
|
|
|
45
|
Vista Capital Partners
Portland,
Oregon
|
$407K
|
+$55.6K
|
+1,845
|
+16%
|
|
|
46
|
LPL Financial
San Diego,
California
|
$373K
|
+$67.5K
|
+2,238
|
+22%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$367K
|
+$358K
|
+11,883
|
New
|
|
|
48
|
Bartlett & Co
Cincinnati,
Ohio
|
$354K
|
-$28.6K
|
-950
|
-8%
|
|
|
49
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$354K
|
-$905
|
-30
|
-0.3%
|
|
|
50
|
BOK Financial Private Wealth
Denver,
Colorado
|
$342K
|
-$214K
|
-7,101
|
-39%
|
|
