|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.2M
|
-$1.65M
|
-72,012
|
-10%
|
|
|
27
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$15.1M
|
-$249K
|
-10,872
|
-2%
|
|
|
28
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$14.6M
|
+$4.2M
|
+183,498
|
+41%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.9M
|
+$6.02M
|
+263,354
|
+79%
|
|
|
30
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$13.1M
|
–
|
–
|
–
|
|
|
31
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$12.8M
|
+$393K
|
+17,166
|
+3%
|
|
|
32
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$12.1M
|
-$349K
|
-15,261
|
-3%
|
|
|
33
|
|
$11.6M
|
+$40.8K
|
+1,783
|
+0.4%
|
|
|
34
|
VOYA Investment Management
Atlanta,
Georgia
|
$11.6M
|
+$210K
|
+9,199
|
+2%
|
|
|
35
|
Wilshire Advisors
Santa Monica,
California
|
$11.4M
|
+$189K
|
+8,285
|
+2%
|
|
|
36
|
Cooper/Haims Advisors
Victor,
New York
|
$10.7M
|
+$474K
|
+20,735
|
+5%
|
|
|
37
|
Corient Private Wealth
Miami,
Florida
|
$10.3M
|
+$402K
|
+17,563
|
+4%
|
|
|
38
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.1M
|
+$825K
|
+36,063
|
+9%
|
|
|
39
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$9.78M
|
+$4.21M
|
+184,000
|
+149%
|
|
|
40
|
Asset Management One
Tokyo,
Japan
|
$9.44M
|
-$2.4M
|
-105,000
|
-21%
|
|
|
41
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$8.66M
|
+$95.5K
|
+4,176
|
+1%
|
|
|
42
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$7.99M
|
-$245K
|
-10,735
|
-3%
|
|
|
43
|
BIP Wealth
Atlanta,
Georgia
|
$7.95M
|
-$623K
|
-27,246
|
-7%
|
|
|
44
|
SVB Wealth
Boston,
Massachusetts
|
$7.73M
|
-$3.88M
|
-169,618
|
-34%
|
|
|
45
|
Bailard
Foster City,
California
|
$7.01M
|
+$37.1K
|
+1,624
|
+0.5%
|
|
|
46
|
SimplyRich
Carlsbad,
California
|
$6.98M
|
-$245K
|
-10,708
|
-3%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$6.65M
|
-$233K
|
-10,173
|
-3%
|
|
|
48
|
Waterford Advisors
Orchard Park,
New York
|
$6.03M
|
+$146K
|
+6,376
|
+3%
|
|
|
49
|
Money Design
Tokyo,
Japan
|
$5.35M
|
+$455K
|
+19,917
|
+9%
|
|
|
50
|
Naples Global Advisors
Naples,
Florida
|
$5.13M
|
+$449K
|
+19,633
|
+10%
|
|
