|
1
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$11.8M
|
+$1.11M
|
+26,875
|
+11%
|
|
|
2
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$6.32M
|
+$70.9K
|
+1,716
|
+1%
|
|
|
3
|
IMA Advisory Services
Denver,
Colorado
|
$3.26M
|
+$3.1M
|
+74,933
|
New
|
|
|
4
|
|
$1.02M
|
-$21K
|
-509
|
-2%
|
|
|
5
|
Kempner Capital Management
Galveston,
Texas
|
$980K
|
–
|
–
|
–
|
|
|
6
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$795K
|
+$8.97K
|
+217
|
+1%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$680K
|
–
|
–
|
–
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$474K
|
-$114K
|
-2,767
|
-20%
|
|
|
9
|
RVW Wealth
Los Angeles,
California
|
$430K
|
-$186K
|
-4,510
|
-31%
|
|
|
10
|
Team Hewins
Redwood City,
California
|
$358K
|
–
|
–
|
–
|
|
|
11
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$343K
|
-$11.6K
|
-280
|
-3%
|
|
|
12
|
|
$308K
|
+$292K
|
+7,079
|
New
|
|
|
13
|
SFMG Wealth Advisors
Plano,
Texas
|
$273K
|
+$248
|
+6
|
+0.1%
|
|
|
14
|
Pathstone Holdings
Englewood,
New Jersey
|
$257K
|
–
|
–
|
–
|
|
|
15
|
LPL Financial
San Diego,
California
|
$240K
|
+$11.6K
|
+281
|
+5%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$155K
|
+$45.3K
|
+1,096
|
+44%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79K
|
-$1.41K
|
-34
|
-2%
|
|
|
18
|
Powell Investment Advisors
Miami,
Florida
|
$76.2K
|
–
|
–
|
–
|
|
|
19
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$52.3K
|
–
|
–
|
–
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$47.3K
|
+$25.1K
|
+607
|
+127%
|
|
|
21
|
Farther Finance Advisors
San Francisco,
California
|
$32.7K
|
–
|
–
|
–
|
|
|
22
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$32.7K
|
–
|
–
|
–
|
|
|
23
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$30.5K
|
–
|
–
|
–
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$16.5K
|
+$15.6K
|
+378
|
New
|
|
|
25
|
Wells Fargo
San Francisco,
California
|
$16K
|
–
|
–
|
–
|
|
