|
51
|
Carmel Capital Partners
San Diego,
California
|
$2.24M
|
+$800K
|
+35,679
|
+58%
|
|
|
52
|
|
$2.17M
|
+$735K
|
+32,795
|
+54%
|
|
|
53
|
|
$2.1M
|
+$693K
|
+30,942
|
+52%
|
|
|
54
|
Bonness Enterprises
Washington,
District of Columbia
|
$2.09M
|
-$85.5K
|
-3,816
|
-4%
|
|
|
55
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$2.01M
|
+$28.5K
|
+1,270
|
+1%
|
|
|
56
|
|
$1.93M
|
-$85.6K
|
-3,820
|
-4%
|
|
|
57
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.84M
|
+$97.6K
|
+4,355
|
+6%
|
|
|
58
|
Mariner
Overland Park,
Kansas
|
$1.84M
|
-$90.4K
|
-4,033
|
-5%
|
|
|
59
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.83M
|
-$68K
|
-3,033
|
-4%
|
|
|
60
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.83M
|
-$1.28M
|
-57,119
|
-42%
|
|
|
61
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$1.81M
|
+$85.7K
|
+3,823
|
+5%
|
|
|
62
|
Charles Schwab
San Francisco,
California
|
$1.79M
|
-$12.1K
|
-542
|
-0.7%
|
|
|
63
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.77M
|
-$724K
|
-32,300
|
-30%
|
|
|
64
|
Hantz Financial Services
Southfield,
Michigan
|
$1.75M
|
+$48K
|
+2,143
|
+3%
|
|
|
65
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.73M
|
-$99.4K
|
-4,436
|
-6%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$1.59M
|
+$583K
|
+26,023
|
+61%
|
|
|
67
|
Benin Management Corp
Wilton,
Connecticut
|
$1.58M
|
-$22
|
-1
|
-0%
|
|
|
68
|
First Foundation Advisors
Irvine,
California
|
$1.48M
|
+$1M
|
+44,666
|
+229%
|
|
|
69
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.41M
|
+$14.4K
|
+643
|
+1%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$1.38M
|
-$152K
|
-6,794
|
-10%
|
|
|
71
|
Bank of New York Mellon
New York
|
$1.34M
|
-$140K
|
-6,234
|
-10%
|
|
|
72
|
One Capital Management
Westlake Village,
California
|
$1.33M
|
-$2.69M
|
-120,244
|
-68%
|
|
|
73
|
Citadel Advisors
Miami,
Florida
|
$1.32M
|
+$1.07M
|
+47,568
|
+497%
|
|
|
74
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.26M
|
+$117K
|
+5,234
|
+11%
|
|
|
75
|
Mercer Global Advisors
Denver,
Colorado
|
$1.19M
|
-$492K
|
-21,935
|
-30%
|
|
