|
51
|
McMorgan & Co
San Francisco,
California
|
$136M
|
+$1.49M
|
+20,562
|
+1%
|
|
|
52
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$133M
|
-$2.41M
|
-33,275
|
-2%
|
|
|
53
|
MML Investors Services
Springfield,
Massachusetts
|
$129M
|
+$3.98M
|
+54,830
|
+3%
|
|
|
54
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$129M
|
–
|
–
|
–
|
|
|
55
|
Oakworth Capital
Birmingham,
Alabama
|
$128M
|
-$165K
|
-2,276
|
-0.1%
|
|
|
56
|
Voya Financial Advisors
Windsor,
Connecticut
|
$127M
|
+$6.23M
|
+85,877
|
+5%
|
|
|
57
|
|
$125M
|
+$2.09M
|
+28,851
|
+2%
|
|
|
58
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$125M
|
-$21.8M
|
-300,187
|
-15%
|
|
|
59
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$124M
|
+$1.98M
|
+27,223
|
+2%
|
|
|
60
|
|
$124M
|
-$5.52M
|
-76,009
|
-4%
|
|
|
61
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$123M
|
-$42.3M
|
-582,613
|
-26%
|
|
|
62
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$118M
|
+$6.78M
|
+93,396
|
+6%
|
|
|
63
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$118M
|
–
|
–
|
–
|
|
|
64
|
Mariner
Overland Park,
Kansas
|
$115M
|
+$2M
|
+27,536
|
+2%
|
|
|
65
|
Garde Capital
Seattle,
Washington
|
$115M
|
+$114M
|
+1,567,276
|
New
|
|
|
66
|
Chandler Asset Management
San Diego,
California
|
$114M
|
+$3.71M
|
+51,070
|
+3%
|
|
|
67
|
Verus Financial Partners
Richmond,
Virginia
|
$112M
|
+$1.53M
|
+21,057
|
+1%
|
|
|
68
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$110M
|
-$11.2M
|
-154,447
|
-9%
|
|
|
69
|
Apella Capital
West Hartford,
Connecticut
|
$109M
|
-$1.38M
|
-18,989
|
-1%
|
|
|
70
|
Bogart Wealth LLC
Mclean,
Virginia
|
$108M
|
+$1.05M
|
+14,481
|
+1%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$107M
|
-$56.3M
|
-776,249
|
-35%
|
|
|
72
|
Wealthspire Advisors (New York)
New York
|
$106M
|
+$51.5M
|
+709,970
|
+98%
|
|
|
73
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$104M
|
-$37M
|
-509,446
|
-26%
|
|
|
74
|
Ritholtz Wealth Management
New York
|
$104M
|
+$19.1M
|
+262,804
|
+23%
|
|
|
75
|
Efficient Advisors
Mason,
Ohio
|
$103M
|
+$1M
|
+13,785
|
+1%
|
|
