|
26
|
Asset Dedication LLC
San Francisco,
California
|
$394K
|
–
|
–
|
–
|
|
|
27
|
Archer Investment Management
Austin,
Texas
|
$382K
|
-$96.2K
|
-2,380
|
-19%
|
|
|
28
|
Eley Financial Management
South Burlington,
Vermont
|
$359K
|
+$56.2K
|
+1,391
|
+17%
|
|
|
29
|
Gould Asset Management
Claremont,
California
|
$324K
|
+$7.88K
|
+195
|
+2%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$307K
|
-$58.6K
|
-1,450
|
-15%
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$305K
|
-$109K
|
-2,686
|
-25%
|
|
|
32
|
Tarbox Family Office
Newport Beach,
California
|
$299K
|
+$47.8K
|
+1,183
|
+17%
|
|
|
33
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$293K
|
+$19.7K
|
+487
|
+7%
|
|
|
34
|
Private Advisor Group
Morristown,
New Jersey
|
$290K
|
+$40.4K
|
+1,000
|
+15%
|
|
|
35
|
Legacy Edge Advisors
Syosset,
New York
|
$290K
|
-$6.95K
|
-172
|
-2%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$289K
|
-$20.8K
|
-514
|
-6%
|
|
|
37
|
Valeo Financial Advisors
Carmel,
Indiana
|
$265K
|
+$7.59K
|
+188
|
+3%
|
|
|
38
|
Veracity Capital
Atlanta,
Georgia
|
$255K
|
–
|
–
|
–
|
|
|
39
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$236K
|
-$301K
|
-7,459
|
-54%
|
|
|
40
|
|
$233K
|
+$9.9K
|
+245
|
+4%
|
|
|
41
|
PFG Investments
Woodbury,
New York
|
$233K
|
+$16.2K
|
+400
|
+7%
|
|
|
42
|
Armbruster Capital Management
Pittsford,
New York
|
$225K
|
–
|
–
|
–
|
|
|
43
|
|
$215K
|
+$231K
|
+5,710
|
New
|
|
|
44
|
Parkworth Wealth Management
Los Gatos,
California
|
$199K
|
–
|
–
|
–
|
|
|
45
|
MAI Capital Management
Independence,
Ohio
|
$196K
|
+$54.9K
|
+1,359
|
+35%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$191K
|
+$10.5K
|
+259
|
+5%
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$175K
|
+$188K
|
+4,645
|
New
|
|
|
48
|
NorthRock Partners
Minneapolis,
Minnesota
|
$146K
|
-$8.53K
|
-211
|
-5%
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$121K
|
–
|
–
|
–
|
|
|
50
|
|
$96.1K
|
+$103K
|
+2,552
|
+255,200%
|
|
