|
1
|
|
$25.7M
|
-$538K
|
-12,692
|
-2%
|
|
|
2
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$4.89M
|
+$4.85M
|
+114,575
|
New
|
|
|
3
|
Financial Engines Advisors
Santa Clara,
California
|
$4.84M
|
+$251K
|
+5,926
|
+6%
|
|
|
4
|
Rockefeller Capital Management
New York
|
$4.45M
|
+$1.61M
|
+37,987
|
+57%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$2.35M
|
+$27.5K
|
+650
|
+1%
|
|
|
6
|
|
$2.16M
|
+$10.7K
|
+253
|
+0.5%
|
|
|
7
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.94M
|
-$13.2K
|
-312
|
-0.7%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$1.31M
|
+$3.81K
|
+90
|
+0.3%
|
|
|
9
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$679K
|
-$2.43M
|
-57,463
|
-78%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$579K
|
+$635
|
+15
|
+0.1%
|
|
|
11
|
Bailard
Foster City,
California
|
$550K
|
–
|
–
|
–
|
|
|
12
|
Modera Wealth Management
Westwood,
New Jersey
|
$487K
|
–
|
–
|
–
|
|
|
13
|
Tortoise Investment Management
White Plains,
New York
|
$477K
|
-$55.5K
|
-1,310
|
-10%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$471K
|
-$10.6K
|
-251
|
-2%
|
|
|
15
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$438K
|
-$3.26K
|
-77
|
-0.7%
|
|
|
16
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$428K
|
+$425K
|
+10,039
|
New
|
|
|
17
|
rebel Financial
Groveport,
Ohio
|
$424K
|
+$421K
|
+9,948
|
New
|
|
|
18
|
|
$423K
|
+$420K
|
+9,910
|
New
|
|
|
19
|
Harbour Investments
Madison,
Wisconsin
|
$347K
|
+$18K
|
+425
|
+6%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$302K
|
+$169
|
+4
|
+0.1%
|
|
|
21
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$279K
|
+$277K
|
+6,547
|
New
|
|
|
22
|
SB Capital Management
Encino,
California
|
$265K
|
+$263K
|
+6,209
|
New
|
|
|
23
|
Sankala Group
Lyons,
Colorado
|
$239K
|
+$207K
|
+4,896
|
New
|
|
|
24
|
Bridgewater Advisors
New York
|
$206K
|
+$192K
|
+4,528
|
New
|
|
|
25
|
William Mack & Associates
Troy,
Michigan
|
$201K
|
-$3.85K
|
-91
|
-2%
|
|
