|
26
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$604K
|
-$204K
|
-8,002
|
-25%
|
|
|
27
|
Planning Alternatives
Birmingham,
Michigan
|
$529K
|
+$527K
|
+20,672
|
New
|
|
|
28
|
Friedenthal Financial
Marlton,
New Jersey
|
$521K
|
+$165K
|
+6,472
|
+47%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$494K
|
+$31K
|
+1,218
|
+7%
|
|
|
30
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$469K
|
+$468K
|
+18,342
|
New
|
|
|
31
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$464K
|
+$87.8K
|
+3,444
|
+23%
|
|
|
32
|
Tuttle Capital Management
Riverside,
Connecticut
|
$464K
|
+$463K
|
+18,170
|
New
|
|
|
33
|
Pure Financial Advisors
San Diego,
California
|
$379K
|
+$19.3K
|
+756
|
+5%
|
|
|
34
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$369K
|
+$510
|
+20
|
+0.1%
|
|
|
35
|
Saba Capital Management
New York
|
$353K
|
+$352K
|
+13,824
|
New
|
|
|
36
|
Cubic Asset Management
Boston,
Massachusetts
|
$311K
|
+$25.5K
|
+1,000
|
+9%
|
|
|
37
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$261K
|
+$24.7K
|
+970
|
+11%
|
|
|
38
|
Appleton Group
Appleton,
Wisconsin
|
$251K
|
+$250K
|
+9,800
|
New
|
|
|
39
|
Perigon Wealth Management
San Francisco,
California
|
$240K
|
+$240K
|
+9,406
|
New
|
|
|
40
|
BOK Financial Private Wealth
Denver,
Colorado
|
$215K
|
+$214K
|
+8,414
|
New
|
|
|
41
|
Foster & Motley
Cincinnati,
Ohio
|
$203K
|
+$203K
|
+7,954
|
New
|
|
|
42
|
Howe & Rusling
Rochester,
New York
|
$153K
|
+$153K
|
+6,000
|
New
|
|
|
43
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$137K
|
+$42.6K
|
+1,670
|
+45%
|
|
|
44
|
Wealthcare Capital Management
Richmond,
Virginia
|
$113K
|
+$113K
|
+4,438
|
New
|
|
|
45
|
Tortoise Investment Management
White Plains,
New York
|
$85K
|
+$85.1K
|
+3,340
|
New
|
|
|
46
|
American International Group
New York
|
$51.1K
|
–
|
–
|
–
|
|
|
47
|
Trutina Financial
Bellevue,
Washington
|
$31K
|
+$31.1K
|
+1,220
|
New
|
|
|
48
|
|
$30K
|
-$1.35M
|
-52,780
|
-98%
|
|
|
49
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$27K
|
–
|
–
|
–
|
|
|
50
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
