|
26
|
Gould Asset Management
Claremont,
California
|
$4.12M
|
+$579K
|
+17,910
|
+14%
|
|
|
27
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.61M
|
+$247K
|
+7,635
|
+7%
|
|
|
28
|
Institute for Wealth Management
Denver,
Colorado
|
$3.2M
|
+$165K
|
+5,109
|
+5%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$3.11M
|
-$8.93M
|
-276,024
|
-72%
|
|
|
30
|
Tidal Investments
Milwaukee,
Wisconsin
|
$3.03M
|
–
|
–
|
–
|
|
|
31
|
Rockefeller Capital Management
New York
|
$3.01M
|
-$629K
|
-19,464
|
-16%
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$2.89M
|
+$301K
|
+9,312
|
+10%
|
|
|
33
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$2.74M
|
–
|
–
|
–
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$2.7M
|
–
|
–
|
–
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.56M
|
+$180K
|
+5,580
|
+7%
|
|
|
36
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$2.38M
|
+$191K
|
+5,916
|
+8%
|
|
|
37
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.12M
|
–
|
–
|
–
|
|
|
38
|
JFG Wealth Management
Denver,
Colorado
|
$2.01M
|
–
|
–
|
–
|
|
|
39
|
|
$1.88M
|
+$144K
|
+4,446
|
+7%
|
|
|
40
|
|
$1.78M
|
+$305K
|
+9,420
|
+18%
|
|
|
41
|
Fortis Capital Management
Bellevue,
Washington
|
$1.78M
|
+$307K
|
+9,507
|
+18%
|
|
|
42
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.74M
|
+$27.9K
|
+864
|
+1%
|
|
|
43
|
PFG Advisors
Phoenix,
Arizona
|
$1.62M
|
+$64K
|
+1,980
|
+4%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.57M
|
-$91.9K
|
-2,841
|
-5%
|
|
|
45
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$1.56M
|
-$32.8K
|
-1,014
|
-7%
|
|
|
46
|
Affinity Capital Advisors
Berkeley,
California
|
$1.31M
|
-$63.3K
|
-1,956
|
-4%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$1.23M
|
-$24.2K
|
-747
|
-2%
|
|
|
48
|
Oxler Private Wealth
Rye Brook,
New York
|
$1.12M
|
+$29.5K
|
+912
|
+2%
|
|
|
49
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.12M
|
-$114K
|
-3,516
|
-8%
|
|
|
50
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.07M
|
–
|
–
|
–
|
|
