|
51
|
American Century Companies
Kansas City,
Missouri
|
$3.5M
|
+$3.48M
|
+107,333
|
New
|
|
|
52
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.23M
|
+$2.78M
|
+85,890
|
+657%
|
|
|
53
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$3.11M
|
+$50.5K
|
+1,557
|
+2%
|
|
|
54
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$2.61M
|
+$33.8K
|
+1,042
|
+1%
|
|
|
55
|
Advisory Alpha
Holland,
Michigan
|
$2.51M
|
+$16.3K
|
+503
|
+0.7%
|
|
|
56
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.51M
|
-$1.32M
|
-40,649
|
-35%
|
|
|
57
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.45M
|
+$18.6K
|
+574
|
+0.8%
|
|
|
58
|
Black Diamond Financial
Towson,
Maryland
|
$2.44M
|
+$134K
|
+4,135
|
+6%
|
|
|
59
|
Tortoise Investment Management
White Plains,
New York
|
$2.4M
|
+$990K
|
+30,528
|
+71%
|
|
|
60
|
Versant Capital Management
Phoenix,
Arizona
|
$2.31M
|
-$354K
|
-10,921
|
-13%
|
|
|
61
|
SOL Capital Management
Rockville,
Maryland
|
$2.28M
|
-$98.9K
|
-3,050
|
-4%
|
|
|
62
|
Evensky & Katz
Coral Gables,
Florida
|
$2.27M
|
+$99.9K
|
+3,081
|
+5%
|
|
|
63
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$2.26M
|
-$56.7K
|
-1,750
|
-2%
|
|
|
64
|
Pacific Financial Group
Bellevue,
Washington
|
$2.2M
|
+$648
|
+20
|
+0%
|
|
|
65
|
Omega Financial Group
Santa Barbara,
California
|
$2.19M
|
+$173K
|
+5,339
|
+9%
|
|
|
66
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$2.16M
|
+$105K
|
+3,229
|
+5%
|
|
|
67
|
NKCFO LLC
Geneva,
Illinois
|
$2.14M
|
–
|
–
|
–
|
|
|
68
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$2.04M
|
-$270K
|
-8,316
|
-12%
|
|
|
69
|
West Paces Advisors
Atlanta,
Georgia
|
$1.98M
|
-$13.4K
|
-412
|
-0.7%
|
|
|
70
|
Elmwood Wealth Management
Berkeley,
California
|
$1.73M
|
+$197K
|
+6,090
|
+13%
|
|
|
71
|
United Capital Financial Advisors
Irving,
Texas
|
$1.72M
|
+$368K
|
+11,350
|
+27%
|
|
|
72
|
Managed Account Services
Coconut Grove,
Florida
|
$1.71M
|
+$10.8K
|
+333
|
+0.6%
|
|
|
73
|
Cabot Wealth Management
Salem,
Massachusetts
|
$1.69M
|
-$32.4K
|
-998
|
-2%
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$1.68M
|
+$42.9K
|
+1,322
|
+3%
|
|
|
75
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.66M
|
-$26.4K
|
-814
|
-2%
|
|
