|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$7.92M
|
–
|
–
|
–
|
|
|
2
|
IMA Advisory Services
Denver,
Colorado
|
$4.04M
|
-$38.2K
|
-738
|
-1%
|
|
|
3
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$2.35M
|
-$13.5M
|
-261,695
|
-86%
|
|
|
4
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.89M
|
-$851K
|
-16,460
|
-32%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$1.16M
|
+22,516
|
New
|
|
|
6
|
Kempner Capital Management
Galveston,
Texas
|
$1.23M
|
–
|
–
|
–
|
|
|
7
|
|
$1.2M
|
+$1.14M
|
+22,064
|
New
|
|
|
8
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$997K
|
–
|
–
|
–
|
|
|
9
|
Flow Traders U.S.
New York
|
$988K
|
+$936K
|
+18,104
|
New
|
|
|
10
|
Cambridge Associates
Boston,
Massachusetts
|
$853K
|
–
|
–
|
–
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$760K
|
+$23.9K
|
+462
|
+3%
|
|
|
12
|
|
$739K
|
-$165K
|
-3,182
|
-19%
|
|
|
13
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$585K
|
+$60.5K
|
+1,170
|
+12%
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$464K
|
+$724
|
+14
|
+0.2%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$451K
|
+$62.1K
|
+1,201
|
+17%
|
|
|
16
|
Team Hewins
Redwood City,
California
|
$449K
|
–
|
–
|
–
|
|
|
17
|
Ackerman Asset Management
Rockville,
Maryland
|
$371K
|
–
|
–
|
–
|
|
|
18
|
SFMG Wealth Advisors
Plano,
Texas
|
$342K
|
–
|
–
|
–
|
|
|
19
|
Pathstone Holdings
Englewood,
New Jersey
|
$322K
|
–
|
–
|
–
|
|
|
20
|
Citadel Advisors
Miami,
Florida
|
$313K
|
+$297K
|
+5,741
|
New
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$287K
|
+$51.9K
|
+1,003
|
+24%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$214K
|
+$203K
|
+3,920
|
New
|
|
|
23
|
NCM Capital Management
Ramsey,
New Jersey
|
$205K
|
+$194K
|
+3,750
|
New
|
|
|
24
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$113K
|
+$107K
|
+2,067
|
New
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$104K
|
+$36.7K
|
+710
|
+56%
|
|
