|
1
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$8.9M
|
–
|
–
|
–
|
|
|
2
|
IMA Advisory Services
Denver,
Colorado
|
$3.72M
|
+$32.5K
|
+517
|
+0.8%
|
|
|
3
|
|
$2.52M
|
+$2.62M
|
+41,700
|
New
|
|
|
4
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$2.09M
|
-$182K
|
-2,894
|
-8%
|
|
|
5
|
Ascent Advisors
Mankato,
Minnesota
|
$2.09M
|
+$5.14M
|
+81,859
|
New
|
|
|
6
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$1.12M
|
–
|
–
|
–
|
|
|
7
|
Focus Partners Wealth
Boston,
Massachusetts
|
$986K
|
+$1.02M
|
+16,315
|
New
|
|
|
8
|
Cambridge Associates
Boston,
Massachusetts
|
$944K
|
–
|
–
|
–
|
|
|
9
|
LPL Financial
San Diego,
California
|
$846K
|
+$218K
|
+3,477
|
+33%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$845K
|
+$17.9K
|
+285
|
+2%
|
|
|
11
|
LexAurum Advisors
Overland Park,
Kansas
|
$822K
|
+$853K
|
+13,595
|
New
|
|
|
12
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$816K
|
+$377K
|
+6,011
|
+80%
|
|
|
13
|
|
$797K
|
-$114K
|
-1,822
|
-12%
|
|
|
14
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$698K
|
+$11.3K
|
+180
|
+2%
|
|
|
15
|
RVW Wealth
Los Angeles,
California
|
$548K
|
+$31.4K
|
+500
|
+6%
|
|
|
16
|
Team Hewins
Redwood City,
California
|
$497K
|
–
|
–
|
–
|
|
|
17
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$443K
|
+$245K
|
+3,904
|
+117%
|
|
|
18
|
Ackerman Asset Management
Rockville,
Maryland
|
$411K
|
–
|
–
|
–
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$388K
|
+$72.4K
|
+1,153
|
+22%
|
|
|
20
|
SFMG Wealth Advisors
Plano,
Texas
|
$380K
|
–
|
–
|
–
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$356K
|
–
|
–
|
–
|
|
|
22
|
Wells Fargo
San Francisco,
California
|
$310K
|
+$301K
|
+4,800
|
+1,455%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$272K
|
-$1.53M
|
-24,358
|
-84%
|
|
|
24
|
Willner & Heller
Encino,
California
|
$258K
|
–
|
–
|
–
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$257K
|
-$83.2K
|
-1,326
|
-24%
|
|
