|
26
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.55M
|
-$87.6K
|
-2,965
|
-5%
|
|
|
27
|
Savant Capital
Rockford,
Illinois
|
$1.46M
|
+$145K
|
+4,890
|
+11%
|
|
|
28
|
Choreo LLC
Rockford,
Illinois
|
$1.4M
|
+$51.4K
|
+1,740
|
+4%
|
|
|
29
|
Aspiriant LLC
Los Angeles,
California
|
$1.39M
|
-$11.8K
|
-400
|
-0.8%
|
|
|
30
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.34M
|
+$140K
|
+4,738
|
+12%
|
|
|
31
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$1.33M
|
+$70.1K
|
+2,371
|
+5%
|
|
|
32
|
One Capital Management
Westlake Village,
California
|
$1.16M
|
+$16.1K
|
+544
|
+1%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$1.14M
|
+$1.12M
|
+38,007
|
+3,555%
|
|
|
34
|
Managed Account Services
Coconut Grove,
Florida
|
$1.12M
|
+$1.14M
|
+38,642
|
New
|
|
|
35
|
Evensky & Katz
Coral Gables,
Florida
|
$1.02M
|
-$14.1K
|
-477
|
-1%
|
|
|
36
|
Wealth Architects
Mountain View,
California
|
$882K
|
+$9.34K
|
+316
|
+1%
|
|
|
37
|
Cabot Wealth Management
Salem,
Massachusetts
|
$851K
|
+$239K
|
+8,101
|
+38%
|
|
|
38
|
Summit Financial Strategies
Columbus,
Ohio
|
$820K
|
+$13.8K
|
+468
|
+2%
|
|
|
39
|
Asset Dedication LLC
San Francisco,
California
|
$720K
|
+$47K
|
+1,592
|
+7%
|
|
|
40
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$678K
|
–
|
–
|
–
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$678K
|
+$20.6K
|
+698
|
+3%
|
|
|
42
|
Empirical Wealth Management
Seattle,
Washington
|
$676K
|
+$196K
|
+6,622
|
+40%
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$671K
|
+$17.4K
|
+588
|
+3%
|
|
|
44
|
Krilogy Financial
St. Louis,
Missouri
|
$653K
|
+$66.9K
|
+2,265
|
+11%
|
|
|
45
|
Alesco Advisors
Pittsford,
New York
|
$651K
|
+$81.5K
|
+2,757
|
+14%
|
|
|
46
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$617K
|
+$626K
|
+21,193
|
New
|
|
|
47
|
Delphi Private Advisors
San Diego,
California
|
$584K
|
+$525K
|
+17,755
|
+769%
|
|
|
48
|
Colony Group
Boston,
Massachusetts
|
$576K
|
+$343K
|
+11,600
|
+142%
|
|
|
49
|
United Capital Financial Advisors
Irving,
Texas
|
$544K
|
-$73.3K
|
-2,482
|
-12%
|
|
|
50
|
BOK Financial Private Wealth
Denver,
Colorado
|
$488K
|
+$168K
|
+5,701
|
+52%
|
|
