|
51
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$518K
|
+$14.9K
|
+547
|
+3%
|
|
|
52
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$505K
|
-$305K
|
-11,197
|
-38%
|
|
|
53
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$503K
|
+$95.8K
|
+3,510
|
+24%
|
|
|
54
|
Cobblestone Capital Advisors
Rochester,
New York
|
$481K
|
+$37.1K
|
+1,360
|
+8%
|
|
|
55
|
Payden & Rygel
Los Angeles,
California
|
$460K
|
-$91.1K
|
-3,338
|
-17%
|
|
|
56
|
Fiduciary Trust
Boston,
Massachusetts
|
$455K
|
–
|
–
|
–
|
|
|
57
|
Rockefeller Capital Management
New York
|
$441K
|
+$38.5K
|
+1,410
|
+10%
|
|
|
58
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$439K
|
-$8.59K
|
-315
|
-2%
|
|
|
59
|
Windsor Capital Management
Phoenix,
Arizona
|
$428K
|
+$35.1K
|
+1,287
|
+9%
|
|
|
60
|
Neumann Capital Management
Foster City,
California
|
$419K
|
+$413K
|
+15,125
|
New
|
|
|
61
|
Baker Avenue Asset Management
San Francisco,
California
|
$415K
|
–
|
–
|
–
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$404K
|
-$2.5M
|
-91,630
|
-86%
|
|
|
63
|
Morningstar Investment Services
Chicago,
Illinois
|
$396K
|
+$44.6K
|
+1,634
|
+13%
|
|
|
64
|
Eaton Vance Management
Boston,
Massachusetts
|
$384K
|
+$125K
|
+4,568
|
+49%
|
|
|
65
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$350K
|
+$327K
|
+11,996
|
+1,957%
|
|
|
66
|
Golden State Equity Partners
South Coast Metro,
California
|
$328K
|
+$323K
|
+11,842
|
New
|
|
|
67
|
Manning & Napier Group
Fairport,
New York
|
$317K
|
–
|
–
|
–
|
|
|
68
|
Empirical Wealth Management
Seattle,
Washington
|
$316K
|
+$311K
|
+11,404
|
New
|
|
|
69
|
TPG Financial Advisors
Portland,
Oregon
|
$310K
|
-$720K
|
-26,403
|
-70%
|
|
|
70
|
tru Independence
Portland,
Oregon
|
$309K
|
–
|
–
|
–
|
|
|
71
|
Larson Financial Group
St Louis,
Missouri
|
$309K
|
+$25.7K
|
+942
|
+9%
|
|
|
72
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$303K
|
+$36.3K
|
+1,332
|
+14%
|
|
|
73
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$293K
|
+$289K
|
+10,578
|
New
|
|
|
74
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$276K
|
-$93.6K
|
-3,430
|
-26%
|
|
|
75
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$276K
|
+$42.9K
|
+1,572
|
+19%
|
|
