|
1
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$12.4M
|
+$943K
|
+21,106
|
+8%
|
|
|
2
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$12.2M
|
+$6.48M
|
+145,123
|
+100%
|
|
|
3
|
IMA Advisory Services
Denver,
Colorado
|
$3.14M
|
-$19.5K
|
-436
|
-0.6%
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.05M
|
+$2.17M
|
+48,581
|
New
|
|
|
5
|
Kempner Capital Management
Galveston,
Texas
|
$949K
|
–
|
–
|
–
|
|
|
6
|
|
$907K
|
+$644K
|
+14,415
|
+204%
|
|
|
7
|
|
$799K
|
-$201K
|
-4,496
|
-19%
|
|
|
8
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$770K
|
–
|
–
|
–
|
|
|
9
|
Cambridge Associates
Boston,
Massachusetts
|
$659K
|
–
|
–
|
–
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$477K
|
+$19.1K
|
+427
|
+4%
|
|
|
11
|
RVW Wealth
Los Angeles,
California
|
$414K
|
-$3.04K
|
-68
|
-0.7%
|
|
|
12
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$360K
|
+$29K
|
+650
|
+8%
|
|
|
13
|
Team Hewins
Redwood City,
California
|
$347K
|
–
|
–
|
–
|
|
|
14
|
Ackerman Asset Management
Rockville,
Maryland
|
$287K
|
+$304K
|
+6,801
|
New
|
|
|
15
|
LPL Financial
San Diego,
California
|
$275K
|
+$44.3K
|
+992
|
+18%
|
|
|
16
|
SFMG Wealth Advisors
Plano,
Texas
|
$265K
|
–
|
–
|
–
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$249K
|
–
|
–
|
–
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$169K
|
+$19.5K
|
+436
|
+12%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$137K
|
+$142K
|
+3,178
|
+4,540%
|
|
|
20
|
Powell Investment Advisors
Miami,
Florida
|
$73.8K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57K
|
-$20.3K
|
-454
|
-25%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$53.6K
|
+$8.04K
|
+180
|
+17%
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$50.6K
|
–
|
–
|
–
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$32K
|
–
|
–
|
–
|
|
|
25
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$31.6K
|
–
|
–
|
–
|
|
