|
26
|
|
$19.3M
|
–
|
–
|
–
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
-$3.44M
|
-126,930
|
-16%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$18.8M
|
-$154K
|
-5,674
|
-0.8%
|
|
|
29
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$18.8M
|
+$98.6K
|
+3,637
|
+0.5%
|
|
|
30
|
Cooper/Haims Advisors
Victor,
New York
|
$16.6M
|
+$301K
|
+11,085
|
+2%
|
|
|
31
|
|
$14.9M
|
+$518K
|
+19,100
|
+4%
|
|
|
32
|
BIP Wealth
Atlanta,
Georgia
|
$14.4M
|
+$1.4M
|
+51,640
|
+11%
|
|
|
33
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$14.4M
|
+$794K
|
+29,278
|
+6%
|
|
|
34
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$14.1M
|
-$7.84M
|
-289,193
|
-36%
|
|
|
35
|
|
$14.1M
|
+$94K
|
+3,466
|
+0.7%
|
|
|
36
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$12.8M
|
+$12.5M
|
+462,437
|
New
|
|
|
37
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$12.4M
|
-$25.9M
|
-955,982
|
-68%
|
|
|
38
|
Freedom Investment Management
Hartford,
Connecticut
|
$12.3M
|
-$605K
|
-22,315
|
-5%
|
|
|
39
|
ERn Financial LLC
Middleton,
Wisconsin
|
$12.1M
|
+$167K
|
+6,140
|
+1%
|
|
|
40
|
Naples Global Advisors
Naples,
Florida
|
$11.7M
|
+$400K
|
+14,750
|
+4%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.3M
|
+$618K
|
+22,775
|
+7%
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.1M
|
-$27.5M
|
-1,015,293
|
-74%
|
|
|
43
|
Waterford Advisors
Orchard Park,
New York
|
$9.85M
|
+$380K
|
+14,019
|
+4%
|
|
|
44
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$9.79M
|
-$3.8M
|
-140,037
|
-28%
|
|
|
45
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$9.5M
|
+$360K
|
+13,284
|
+4%
|
|
|
46
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$9.06M
|
-$343K
|
-12,631
|
-4%
|
|
|
47
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$8.83M
|
+$994K
|
+36,653
|
+13%
|
|
|
48
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$8.11M
|
-$77K
|
-2,841
|
-1%
|
|
|
49
|
CIBC Bancorp USA
Chicago,
Illinois
|
$7.81M
|
+$3.5M
|
+129,010
|
+72%
|
|
|
50
|
Corient Private Wealth
Miami,
Florida
|
$7.73M
|
-$682K
|
-25,145
|
-8%
|
|
