|
51
|
LPL Financial
San Diego,
California
|
$4.71M
|
+$749K
|
+13,189
|
+20%
|
|
|
52
|
Wells Fargo
San Francisco,
California
|
$4.67M
|
+$302K
|
+5,318
|
+7%
|
|
|
53
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.47M
|
-$1.52M
|
-26,834
|
-26%
|
|
|
54
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.43M
|
+$105K
|
+1,855
|
+3%
|
|
|
55
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$4.37M
|
+$162K
|
+2,847
|
+4%
|
|
|
56
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$4.34M
|
-$42.6K
|
-751
|
-1%
|
|
|
57
|
Executive Wealth Management
Brighton,
Michigan
|
$4.14M
|
+$4.03M
|
+71,018
|
New
|
|
|
58
|
Mercer Global Advisors
Denver,
Colorado
|
$3.75M
|
-$550K
|
-9,692
|
-13%
|
|
|
59
|
Lido Advisors
Los Angeles,
California
|
$3.71M
|
+$665K
|
+11,724
|
+23%
|
|
|
60
|
Veracity Capital
Atlanta,
Georgia
|
$3.69M
|
+$3.58M
|
+63,163
|
New
|
|
|
61
|
Financial & Tax Architects
St Louis,
Missouri
|
$3.67M
|
+$684K
|
+12,044
|
+24%
|
|
|
62
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$3.6M
|
+$261K
|
+4,600
|
+8%
|
|
|
63
|
Foresight Wealth Management
Draper,
Utah
|
$3.6M
|
-$80.6K
|
-1,421
|
-2%
|
|
|
64
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.58M
|
–
|
–
|
–
|
|
|
65
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.49M
|
-$56.9K
|
-1,003
|
-2%
|
|
|
66
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.39M
|
+$1.14M
|
+20,146
|
+53%
|
|
|
67
|
RDA Financial Network
Akron,
Iowa
|
$3.33M
|
-$6.13K
|
-108
|
-0.2%
|
|
|
68
|
SigFig Wealth Management
San Francisco,
California
|
$3.04M
|
+$169K
|
+2,983
|
+6%
|
|
|
69
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.92M
|
+$200K
|
+3,521
|
+8%
|
|
|
70
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.71M
|
-$160K
|
-2,815
|
-6%
|
|
|
71
|
Prosperity Planning
Kansas City,
Missouri
|
$2.67M
|
-$2.6M
|
-45,833
|
Closed
|
|
|
72
|
Brown Financial Advisory
Fairhope,
Alabama
|
$2.57M
|
-$122K
|
-2,149
|
-5%
|
|
|
73
|
Allworth Financial
Folsom,
California
|
$2.54M
|
+$124K
|
+2,180
|
+5%
|
|
|
74
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$2.51M
|
+$707K
|
+12,455
|
+41%
|
|
|
75
|
State Street
Boston,
Massachusetts
|
$2.48M
|
+$1.41M
|
+24,900
|
+141%
|
|
