|
26
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.74M
|
+$203K
|
+8,051
|
+14%
|
|
|
27
|
Thompson Investment Management
Madison,
Wisconsin
|
$1.22M
|
+$66.3K
|
+2,628
|
+6%
|
|
|
28
|
One Capital Management
Westlake Village,
California
|
$1.21M
|
+$74K
|
+2,933
|
+7%
|
|
|
29
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.18M
|
+$559K
|
+22,150
|
+95%
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.17M
|
+$105K
|
+4,165
|
+10%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05M
|
+$456K
|
+18,076
|
+81%
|
|
|
32
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.05M
|
+$340K
|
+13,462
|
+50%
|
|
|
33
|
Emery Howard Portfolio Management
Burlingame,
California
|
$997K
|
+$367K
|
+14,529
|
+61%
|
|
|
34
|
Bangor Savings Bank
Bangor,
Maine
|
$995K
|
+$14.2K
|
+562
|
+1%
|
|
|
35
|
Planning Alternatives
Birmingham,
Michigan
|
$971K
|
+$274K
|
+10,849
|
+41%
|
|
|
36
|
|
$971K
|
+$941K
|
+37,298
|
New
|
|
|
37
|
|
$850K
|
+$124K
|
+4,915
|
+18%
|
|
|
38
|
BlackRock Institutional Trust
San Francisco,
California
|
$850K
|
+$824K
|
+32,651
|
New
|
|
|
39
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$848K
|
+$822K
|
+32,586
|
New
|
|
|
40
|
Tortoise Investment Management
White Plains,
New York
|
$846K
|
-$26.2K
|
-1,040
|
-3%
|
|
|
41
|
Alesco Advisors
Pittsford,
New York
|
$793K
|
+$1.94K
|
+77
|
+0.3%
|
|
|
42
|
Aspiriant Holdings S3
Los Angeles,
California
|
$763K
|
+$67K
|
+2,655
|
+10%
|
|
|
43
|
Garde Capital
Seattle,
Washington
|
$745K
|
+$722K
|
+28,613
|
New
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$738K
|
+$578K
|
+22,891
|
+420%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$734K
|
+$398K
|
+15,759
|
+127%
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$702K
|
+$57.1K
|
+2,263
|
+9%
|
|
|
47
|
BOK Financial Private Wealth
Denver,
Colorado
|
$697K
|
-$1.01K
|
-40
|
-0.1%
|
|
|
48
|
|
$672K
|
+$509K
|
+20,177
|
+357%
|
|
|
49
|
Cobblestone Capital Advisors
Rochester,
New York
|
$671K
|
-$63K
|
-2,496
|
-9%
|
|
|
50
|
LPL Financial
San Diego,
California
|
$656K
|
-$120K
|
-4,746
|
-16%
|
|
