|
51
|
Peninsula Asset Management
Bradenton,
Florida
|
$5.31M
|
+$408K
|
+6,701
|
+8%
|
|
|
52
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.02M
|
-$176K
|
-2,894
|
-3%
|
|
|
53
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$5M
|
+$103K
|
+1,690
|
+2%
|
|
|
54
|
Wells Fargo
San Francisco,
California
|
$4.73M
|
+$31.4K
|
+517
|
+0.6%
|
|
|
55
|
Financial & Tax Architects
St Louis,
Missouri
|
$4.51M
|
+$853K
|
+14,022
|
+22%
|
|
|
56
|
Parametric Portfolio Associates
Seattle,
Washington
|
$4.46M
|
-$37.5K
|
-616
|
-0.8%
|
|
|
57
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$4.39M
|
-$69K
|
-1,135
|
-1%
|
|
|
58
|
Veracity Capital
Atlanta,
Georgia
|
$4.33M
|
+$649K
|
+10,665
|
+17%
|
|
|
59
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$4.27M
|
-$98K
|
-1,611
|
-2%
|
|
|
60
|
Executive Wealth Management
Brighton,
Michigan
|
$3.88M
|
-$293K
|
-4,826
|
-7%
|
|
|
61
|
Ameriprise
Minneapolis,
Minnesota
|
$3.84M
|
+$3.52M
|
+57,950
|
+764%
|
|
|
62
|
Mercer Global Advisors
Denver,
Colorado
|
$3.78M
|
+$8.03K
|
+132
|
+0.2%
|
|
|
63
|
|
$3.74M
|
-$1.88M
|
-30,955
|
-33%
|
|
|
64
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$3.64M
|
+$18.2K
|
+300
|
+0.5%
|
|
|
65
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.6M
|
–
|
–
|
–
|
|
|
66
|
Foresight Wealth Management
Draper,
Utah
|
$3.6M
|
-$19.8K
|
-326
|
-0.5%
|
|
|
67
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.58M
|
+$79.2K
|
+1,303
|
+2%
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
$3.41M
|
+$1.34M
|
+21,954
|
+61%
|
|
|
69
|
RDA Financial Network
Akron,
Iowa
|
$3.32M
|
-$31.3K
|
-515
|
-0.9%
|
|
|
70
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.27M
|
-$148K
|
-2,437
|
-4%
|
|
|
71
|
|
$3.17M
|
+$3.28M
|
+54,000
|
New
|
|
|
72
|
SigFig Wealth Management
San Francisco,
California
|
$3.13M
|
+$66.7K
|
+1,096
|
+2%
|
|
|
73
|
State Street
Boston,
Massachusetts
|
$3.09M
|
+$620K
|
+10,200
|
+24%
|
|
|
74
|
Peterson Wealth Advisors
Orem,
Utah
|
$2.9M
|
-$9.87M
|
-162,348
|
-77%
|
|
|
75
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.9M
|
-$44.6K
|
-734
|
-1%
|
|
