|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$8.66M
|
+$121K
|
+2,134
|
+1%
|
|
|
2
|
IMA Advisory Services
Denver,
Colorado
|
$3.59M
|
-$738K
|
-13,046
|
-18%
|
|
|
3
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$2.21M
|
-$313K
|
-5,532
|
-13%
|
|
|
4
|
Citadel Advisors
Miami,
Florida
|
$1.7M
|
+$1.31M
|
+23,121
|
+403%
|
|
|
5
|
Kempner Capital Management
Galveston,
Texas
|
$1.33M
|
–
|
–
|
–
|
|
|
6
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$1.09M
|
+$14.9K
|
+263
|
+1%
|
|
|
7
|
Cambridge Associates
Boston,
Massachusetts
|
$918K
|
–
|
–
|
–
|
|
|
8
|
|
$882K
|
+$83K
|
+1,467
|
+11%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$805K
|
-$12.7K
|
-224
|
-2%
|
|
|
10
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$669K
|
+$37.4K
|
+660
|
+6%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$619K
|
+$128K
|
+2,256
|
+27%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$503K
|
+$3.79K
|
+67
|
+0.8%
|
|
|
13
|
Team Hewins
Redwood City,
California
|
$483K
|
–
|
–
|
–
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$441K
|
-$850K
|
-15,024
|
-67%
|
|
|
15
|
Ackerman Asset Management
Rockville,
Maryland
|
$400K
|
–
|
–
|
–
|
|
|
16
|
SFMG Wealth Advisors
Plano,
Texas
|
$369K
|
+$453
|
+8
|
+0.1%
|
|
|
17
|
Pathstone Holdings
Englewood,
New Jersey
|
$347K
|
–
|
–
|
–
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$328K
|
+$18K
|
+318
|
+6%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$310K
|
+$76.2K
|
+1,346
|
+34%
|
|
|
20
|
Willner & Heller
Encino,
California
|
$251K
|
+$242K
|
+4,267
|
New
|
|
|
21
|
NCM Capital Management
Ramsey,
New Jersey
|
$221K
|
–
|
–
|
–
|
|
|
22
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$197K
|
+$72.6K
|
+1,283
|
+62%
|
|
|
23
|
Jones Financial Companies
Des Peres,
Missouri
|
$158K
|
+$40.4K
|
+714
|
+36%
|
|
|
24
|
Powell Investment Advisors
Miami,
Florida
|
$103K
|
–
|
–
|
–
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$103K
|
+$396
|
+7
|
+0.4%
|
|
