|
51
|
Wealthfront
Palo Alto,
California
|
$5.6M
|
+$5.32M
|
+112,848
|
New
|
|
|
52
|
National Planning Corporation
El Segundo,
California
|
$5.21M
|
+$1.31M
|
+27,846
|
+36%
|
|
|
53
|
Wellington Management Group
Boston,
Massachusetts
|
$5.11M
|
-$491K
|
-10,425
|
-9%
|
|
|
54
|
Efficient Market Advisors
San Diego,
California
|
$5.1M
|
+$4.14M
|
+87,859
|
+544%
|
|
|
55
|
Ancora Advisors
Cleveland,
Ohio
|
$5.06M
|
-$6.69K
|
-142
|
-0.1%
|
|
|
56
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$4.95M
|
+$596K
|
+12,645
|
+14%
|
|
|
57
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.38M
|
-$1.06M
|
-22,523
|
-20%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$4.13M
|
+$366K
|
+7,769
|
+10%
|
|
|
59
|
Cerity Partners OCIO
New York
|
$3.93M
|
-$5.42M
|
-114,915
|
-59%
|
|
|
60
|
IFC Holdings
Tampa,
Florida
|
$3.56M
|
+$974K
|
+20,666
|
+40%
|
|
|
61
|
Aspiriant LLC
Los Angeles,
California
|
$3.53M
|
+$1.82M
|
+38,678
|
+117%
|
|
|
62
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$3.4M
|
+$1.26M
|
+26,667
|
+63%
|
|
|
63
|
North Star Asset Management
Neenah,
Wisconsin
|
$3.27M
|
+$1.19M
|
+25,346
|
+61%
|
|
|
64
|
Valentine Capital Asset Management
Danville,
California
|
$3.16M
|
+$43.6K
|
+925
|
+1%
|
|
|
65
|
Partnervest Advisory Services
Santa Barbara,
California
|
$2.99M
|
+$2.19M
|
+46,447
|
+321%
|
|
|
66
|
Itau USA Asset Management
New York
|
$2.97M
|
+$2.85M
|
+60,548
|
New
|
|
|
67
|
Geode Capital Management
Boston,
Massachusetts
|
$2.96M
|
–
|
–
|
–
|
|
|
68
|
LPL Financial
San Diego,
California
|
$2.81M
|
+$1.05M
|
+22,266
|
+63%
|
|
|
69
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$2.81M
|
+$2.69M
|
+57,160
|
New
|
|
|
70
|
FDx Advisors
Chicago,
Illinois
|
$2.61M
|
+$817K
|
+17,333
|
+48%
|
|
|
71
|
Congress Asset Management
Boston,
Massachusetts
|
$2.54M
|
+$2.44M
|
+51,731
|
New
|
|
|
72
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.5M
|
-$663K
|
-14,059
|
-22%
|
|
|
73
|
TD Capital Management
Memphis,
Tennessee
|
$2.25M
|
-$5.88M
|
-124,863
|
-73%
|
|
|
74
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2M
|
-$2.42M
|
-51,405
|
-56%
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
$1.99M
|
-$1.14M
|
-24,104
|
-37%
|
|
