|
51
|
Gemmer Asset Management
Walnut Creek,
California
|
$14.8M
|
+$1.38M
|
+13,174
|
+10%
|
|
|
52
|
One Day In July LLC
Burlington,
Vermont
|
$14.7M
|
-$53.8K
|
-513
|
-0.4%
|
|
|
53
|
SageView Advisory Group
Newport Beach,
California
|
$14.4M
|
+$38.8K
|
+370
|
+0.3%
|
|
|
54
|
Regatta Capital Group
El Segundo,
California
|
$14.2M
|
+$451K
|
+4,303
|
+3%
|
|
|
55
|
Human Investing
Lake Oswego,
Oregon
|
$14.1M
|
+$431K
|
+4,112
|
+3%
|
|
|
56
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$13.6M
|
-$1.31M
|
-12,509
|
-9%
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.4M
|
+$564K
|
+5,372
|
+5%
|
|
|
58
|
Evoke Wealth
Los Angeles,
California
|
$11.8M
|
+$1.18M
|
+11,237
|
+11%
|
|
|
59
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.2M
|
+$57.7K
|
+550
|
+0.5%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.2M
|
-$332K
|
-3,160
|
-3%
|
|
|
61
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$10.8M
|
-$2.96M
|
-28,178
|
-21%
|
|
|
62
|
Apella Capital
West Hartford,
Connecticut
|
$10M
|
-$357K
|
-3,402
|
-3%
|
|
|
63
|
Farrell Financial
Orchard Park,
New York
|
$9.48M
|
+$565K
|
+5,388
|
+6%
|
|
|
64
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.44M
|
+$498K
|
+4,743
|
+6%
|
|
|
65
|
Retirement Capital Strategies
San Jose,
California
|
$9.31M
|
-$309K
|
-2,943
|
-3%
|
|
|
66
|
Mariner
Overland Park,
Kansas
|
$8.95M
|
+$2.1M
|
+20,012
|
+31%
|
|
|
67
|
Cresset Asset Management
Chicago,
Illinois
|
$8.92M
|
+$400K
|
+3,814
|
+5%
|
|
|
68
|
Cambridge Associates
Boston,
Massachusetts
|
$8.9M
|
+$7.44M
|
+70,865
|
+505%
|
|
|
69
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$8.87M
|
+$245K
|
+2,333
|
+3%
|
|
|
70
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$8.66M
|
+$7.84M
|
+74,679
|
+952%
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
$8M
|
-$1.52M
|
-14,495
|
-16%
|
|
|
72
|
EQ LLC
Bellevue,
Washington
|
$7.75M
|
-$88.4K
|
-843
|
-1%
|
|
|
73
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$6.96M
|
+$6.96M
|
+66,316
|
New
|
|
|
74
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$6.89M
|
+$184K
|
+1,752
|
+3%
|
|
|
75
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$6.86M
|
-$76.1K
|
-725
|
-1%
|
|
