|
51
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.1M
|
-$3.23M
|
-116,918
|
-46%
|
|
|
52
|
One Capital Management
Westlake Village,
California
|
$4.09M
|
+$2.96M
|
+107,236
|
+346%
|
|
|
53
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.93M
|
-$341K
|
-12,361
|
-9%
|
|
|
54
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.88M
|
+$181K
|
+6,549
|
+5%
|
|
|
55
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3.85M
|
+$3.51M
|
+126,937
|
+3,845%
|
|
|
56
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$3.83M
|
+$182K
|
+6,589
|
+5%
|
|
|
57
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.73M
|
+$3.21M
|
+116,118
|
+1,166%
|
|
|
58
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.67M
|
-$70.5K
|
-2,552
|
-2%
|
|
|
59
|
Empirical Wealth Management
Seattle,
Washington
|
$3.46M
|
-$258K
|
-9,344
|
-7%
|
|
|
60
|
Old Mission Capital
Chicago,
Illinois
|
$3.38M
|
+$3.16M
|
+114,231
|
New
|
|
|
61
|
|
$3.31M
|
+$3.09M
|
+111,963
|
New
|
|
|
62
|
Evergreen Capital Management
Bellevue,
Washington
|
$3.3M
|
-$415K
|
-15,015
|
-12%
|
|
|
63
|
Wells Fargo
San Francisco,
California
|
$3.14M
|
+$267K
|
+9,653
|
+10%
|
|
|
64
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$3.1M
|
-$50.6K
|
-1,831
|
-2%
|
|
|
65
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.05M
|
+$243K
|
+8,799
|
+9%
|
|
|
66
|
Managed Account Services
Coconut Grove,
Florida
|
$2.96M
|
+$291K
|
+10,523
|
+12%
|
|
|
67
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.67M
|
+$172K
|
+6,229
|
+7%
|
|
|
68
|
Stifel Financial
St. Louis,
Missouri
|
$2.63M
|
+$1.04M
|
+37,736
|
+74%
|
|
|
69
|
Redwood Investment Management
Scottsdale,
Arizona
|
$2.52M
|
+$2.35M
|
+85,145
|
New
|
|
|
70
|
United Capital Financial Advisors
Irving,
Texas
|
$2.34M
|
-$142K
|
-5,136
|
-6%
|
|
|
71
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.34M
|
+$1.28M
|
+46,329
|
+141%
|
|
|
72
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.28M
|
+$562K
|
+20,348
|
+36%
|
|
|
73
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$2.22M
|
-$403K
|
-14,576
|
-16%
|
|
|
74
|
JFG Wealth Management
Denver,
Colorado
|
$2.2M
|
+$2.05M
|
+74,328
|
New
|
|
|
75
|
Omega Financial Group
Santa Barbara,
California
|
$2.1M
|
-$15.9K
|
-574
|
-0.8%
|
|
