|
1
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$15.8M
|
+$532K
|
+11,666
|
+4%
|
|
|
2
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$7.52M
|
-$6.62M
|
-145,123
|
-50%
|
|
|
3
|
IMA Advisory Services
Denver,
Colorado
|
$3.88M
|
+$17.6K
|
+386
|
+0.5%
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.65M
|
+$117K
|
+2,563
|
+5%
|
|
|
5
|
Kempner Capital Management
Galveston,
Texas
|
$1.17M
|
–
|
–
|
–
|
|
|
6
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$946K
|
–
|
–
|
–
|
|
|
7
|
|
$867K
|
-$101K
|
-2,222
|
-12%
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$809K
|
–
|
–
|
–
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$697K
|
+$98.2K
|
+2,151
|
+19%
|
|
|
10
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$495K
|
+$46.1K
|
+1,010
|
+12%
|
|
|
11
|
RVW Wealth
Los Angeles,
California
|
$439K
|
-$61K
|
-1,337
|
-14%
|
|
|
12
|
Team Hewins
Redwood City,
California
|
$426K
|
–
|
–
|
–
|
|
|
13
|
LPL Financial
San Diego,
California
|
$366K
|
+$25.2K
|
+553
|
+8%
|
|
|
14
|
Ackerman Asset Management
Rockville,
Maryland
|
$353K
|
–
|
–
|
–
|
|
|
15
|
SFMG Wealth Advisors
Plano,
Texas
|
$325K
|
–
|
–
|
–
|
|
|
16
|
Pathstone Holdings
Englewood,
New Jersey
|
$305K
|
–
|
–
|
–
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$220K
|
+$194K
|
+4,254
|
New
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$199K
|
+$26.9K
|
+589
|
+18%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$143K
|
-$56.4K
|
-1,235
|
-31%
|
|
|
20
|
Powell Investment Advisors
Miami,
Florida
|
$90.7K
|
–
|
–
|
–
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71K
|
-$456
|
-10
|
-0.7%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$64.3K
|
–
|
–
|
–
|
|
|
23
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$62.2K
|
–
|
–
|
–
|
|
|
24
|
Bessemer Group
Woodbridge,
New Jersey
|
$58K
|
+$51.4K
|
+1,125
|
New
|
|
|
25
|
Farther Finance Advisors
San Francisco,
California
|
$52.9K
|
+$12.3K
|
+270
|
+36%
|
|
