|
51
|
McMorgan & Co
San Francisco,
California
|
$146M
|
+$3.01M
|
+40,449
|
+2%
|
|
|
52
|
Ritholtz Wealth Management
New York
|
$141M
|
+$12.9M
|
+172,988
|
+10%
|
|
|
53
|
Global Endowment Management
Charlotte,
North Carolina
|
$139M
|
-$4.26M
|
-57,263
|
-3%
|
|
|
54
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$139M
|
+$1.27M
|
+17,103
|
+0.9%
|
|
|
55
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$132M
|
+$11.1M
|
+149,488
|
+9%
|
|
|
56
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$132M
|
+$5.65M
|
+75,889
|
+4%
|
|
|
57
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$131M
|
+$2.98M
|
+39,999
|
+2%
|
|
|
58
|
Wealthfront Advisers
Palo Alto,
California
|
$130M
|
+$6.34M
|
+85,128
|
+5%
|
|
|
59
|
Beacon Pointe Advisors
Newport Beach,
California
|
$128M
|
+$28M
|
+376,503
|
+28%
|
|
|
60
|
Verus Financial Partners
Richmond,
Virginia
|
$127M
|
+$5.23M
|
+70,206
|
+4%
|
|
|
61
|
|
$127M
|
-$8.84M
|
-118,793
|
-6%
|
|
|
62
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$125M
|
+$1.54M
|
+20,664
|
+1%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$125M
|
+$6.25M
|
+84,015
|
+5%
|
|
|
64
|
Chandler Asset Management
San Diego,
California
|
$125M
|
-$343K
|
-4,605
|
-0.3%
|
|
|
65
|
Apella Capital
West Hartford,
Connecticut
|
$122M
|
+$3.46M
|
+46,512
|
+3%
|
|
|
66
|
Bogart Wealth LLC
Mclean,
Virginia
|
$119M
|
+$4.32M
|
+58,041
|
+4%
|
|
|
67
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$119M
|
–
|
–
|
–
|
|
|
68
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$116M
|
+$3.94M
|
+52,937
|
+3%
|
|
|
69
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$116M
|
+$5.49M
|
+73,739
|
+5%
|
|
|
70
|
|
$116M
|
+$11.9M
|
+159,860
|
+11%
|
|
|
71
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$112M
|
+$6.11M
|
+82,056
|
+6%
|
|
|
72
|
Efficient Advisors
Mason,
Ohio
|
$112M
|
+$348K
|
+4,671
|
+0.3%
|
|
|
73
|
Ocean Park Asset Management
Santa Monica,
California
|
$112M
|
-$28.4M
|
-381,700
|
-20%
|
|
|
74
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$107M
|
+$1.44M
|
+19,357
|
+1%
|
|
|
75
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$106M
|
+$520K
|
+6,980
|
+0.5%
|
|
