|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$9.6M
|
–
|
–
|
–
|
|
|
2
|
IMA Advisory Services
Denver,
Colorado
|
$3.9M
|
-$97.1K
|
-1,469
|
-2%
|
|
|
3
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$2.16M
|
-$83.6K
|
-1,265
|
-4%
|
|
|
4
|
|
$1.3M
|
-$1.43M
|
-21,702
|
-52%
|
|
|
5
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$1.2M
|
–
|
–
|
–
|
|
|
6
|
Cambridge Associates
Boston,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
7
|
|
$917K
|
+$63K
|
+953
|
+7%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$916K
|
+$9.06K
|
+137
|
+1%
|
|
|
9
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$894K
|
+$148K
|
+2,235
|
+19%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$830K
|
-$46.3K
|
-701
|
-5%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$780K
|
-$130K
|
-1,966
|
-14%
|
|
|
12
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$660K
|
+$189K
|
+2,859
|
+39%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$556K
|
-$32.5K
|
-492
|
-5%
|
|
|
14
|
Team Hewins
Redwood City,
California
|
$533K
|
–
|
–
|
–
|
|
|
15
|
Ackerman Asset Management
Rockville,
Maryland
|
$441K
|
–
|
–
|
–
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$416K
|
–
|
–
|
–
|
|
|
17
|
SFMG Wealth Advisors
Plano,
Texas
|
$407K
|
–
|
–
|
–
|
|
|
18
|
Ascent Advisors
Mankato,
Minnesota
|
$387K
|
-$5.02M
|
-75,950
|
-93%
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$382K
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$341K
|
+$347K
|
+5,257
|
New
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$338K
|
+$4.89K
|
+74
|
+1%
|
|
|
22
|
|
$331K
|
+$260K
|
+3,930
|
+314%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$303K
|
+$11.3K
|
+171
|
+4%
|
|
|
24
|
Willner & Heller
Encino,
California
|
$277K
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$276K
|
–
|
–
|
–
|
|
