|
101
|
HSBC Holdings
London,
United Kingdom
|
$13M
|
+$6.76M
|
+301,669
|
+109%
|
|
|
102
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$13M
|
-$6.71M
|
-299,099
|
-34%
|
|
|
103
|
Wealthspire Advisors (New York)
New York
|
$13M
|
-$225K
|
-10,016
|
-2%
|
|
|
104
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$12.8M
|
+$1.48M
|
+66,044
|
+13%
|
|
|
105
|
Mercer Global Advisors
Denver,
Colorado
|
$12.8M
|
-$2.7M
|
-120,617
|
-18%
|
|
|
106
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$12.5M
|
+$2.01M
|
+89,576
|
+19%
|
|
|
107
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$12.5M
|
+$678K
|
+30,254
|
+6%
|
|
|
108
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.3M
|
-$365K
|
-16,283
|
-3%
|
|
|
109
|
Equitable Holdings
New York
|
$11.9M
|
+$978K
|
+43,613
|
+9%
|
|
|
110
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$11.9M
|
-$144K
|
-6,432
|
-1%
|
|
|
111
|
Occidental Asset Management
Burlingame,
California
|
$11.9M
|
+$603K
|
+26,886
|
+5%
|
|
|
112
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$11.6M
|
+$73.5K
|
+3,276
|
+0.6%
|
|
|
113
|
Regal Investment Advisors
Kentwood,
Michigan
|
$11.5M
|
+$401K
|
+17,898
|
+4%
|
|
|
114
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$11.4M
|
+$1.5M
|
+66,754
|
+15%
|
|
|
115
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$11M
|
+$942K
|
+42,000
|
+9%
|
|
|
116
|
Key Financial Inc
West Chester,
Pennsylvania
|
$10.9M
|
+$989K
|
+44,087
|
+10%
|
|
|
117
|
Strategic Blueprint
Atlanta,
Georgia
|
$10.4M
|
+$1.2M
|
+53,698
|
+13%
|
|
|
118
|
Montecito Bank & Trust
Santa Barbara,
California
|
$10.4M
|
-$1.32M
|
-58,881
|
-11%
|
|
|
119
|
Cerity Partners OCIO
New York
|
$10.2M
|
+$10.2M
|
+453,143
|
New
|
|
|
120
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$10.1M
|
+$714K
|
+31,849
|
+8%
|
|
|
121
|
Steward Partners Investment Advisory
New York
|
$10.1M
|
-$3.31M
|
-147,470
|
-25%
|
|
|
122
|
Anfield Capital Management
Irvine,
California
|
$10M
|
+$3.75M
|
+167,422
|
+60%
|
|
|
123
|
Avalon Capital Management
Port Of Redwood City,
California
|
$9.98M
|
+$7.66M
|
+341,777
|
+341%
|
|
|
124
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.79M
|
-$49.9K
|
-2,226
|
-0.5%
|
|
|
125
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.28M
|
-$377K
|
-16,817
|
-4%
|
|
