|
51
|
Trilogy Capital
Irvine,
California
|
$554K
|
+$37.9K
|
+1,358
|
+7%
|
|
|
52
|
CIBC World Market
Toronto,
Ontario, Canada
|
$550K
|
+$558K
|
+20,000
|
New
|
|
|
53
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$543K
|
–
|
–
|
–
|
|
|
54
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$531K
|
+$539K
|
+19,317
|
New
|
|
|
55
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$527K
|
+$534K
|
+19,158
|
New
|
|
|
56
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$525K
|
+$12K
|
+429
|
+2%
|
|
|
57
|
Neumann Capital Management
Foster City,
California
|
$520K
|
+$106K
|
+3,800
|
+25%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$496K
|
+$58.9K
|
+2,112
|
+13%
|
|
|
59
|
Cobblestone Capital Advisors
Rochester,
New York
|
$481K
|
+$3.04K
|
+109
|
+0.6%
|
|
|
60
|
Morningstar Investment Services
Chicago,
Illinois
|
$462K
|
+$69.5K
|
+2,493
|
+17%
|
|
|
61
|
New York Life Investment Management
New York
|
$460K
|
+$466K
|
+16,718
|
New
|
|
|
62
|
Eaton Vance Management
Boston,
Massachusetts
|
$454K
|
+$73.8K
|
+2,648
|
+19%
|
|
|
63
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$446K
|
-$377K
|
-13,532
|
-45%
|
|
|
64
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$437K
|
+$1.48K
|
+53
|
+0.3%
|
|
|
65
|
MML Investors Services
Springfield,
Massachusetts
|
$401K
|
+$195
|
+7
|
+0%
|
|
|
66
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$385K
|
+$304K
|
+10,910
|
+353%
|
|
|
67
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$376K
|
-$127K
|
-4,545
|
-25%
|
|
|
68
|
Manning & Napier Group
Fairport,
New York
|
$375K
|
–
|
–
|
–
|
|
|
69
|
Fiduciary Trust
Boston,
Massachusetts
|
$358K
|
-$94.9K
|
-3,405
|
-21%
|
|
|
70
|
Lokken Investment Group
Lewes,
Delaware
|
$348K
|
+$352K
|
+12,642
|
New
|
|
|
71
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$347K
|
–
|
–
|
–
|
|
|
72
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$347K
|
+$352K
|
+12,615
|
New
|
|
|
73
|
Larson Financial Group
St Louis,
Missouri
|
$335K
|
+$29.3K
|
+1,050
|
+9%
|
|
|
74
|
Empirical Wealth Management
Seattle,
Washington
|
$333K
|
+$19.5K
|
+700
|
+6%
|
|
|
75
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$327K
|
+$26.2K
|
+940
|
+9%
|
|
