|
26
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$16.7M
|
+$674K
|
+26,859
|
+4%
|
|
|
27
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$16.2M
|
+$527K
|
+20,998
|
+3%
|
|
|
28
|
One Capital Management
Westlake Village,
California
|
$15.8M
|
+$1.03M
|
+41,121
|
+7%
|
|
|
29
|
Cooper/Haims Advisors
Victor,
New York
|
$13.7M
|
+$431K
|
+17,188
|
+3%
|
|
|
30
|
|
$12.9M
|
-$116K
|
-4,631
|
-0.9%
|
|
|
31
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$12.3M
|
+$1.26M
|
+50,234
|
+12%
|
|
|
32
|
BIP Wealth
Atlanta,
Georgia
|
$12M
|
+$521K
|
+20,763
|
+5%
|
|
|
33
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$11.1M
|
+$101K
|
+4,004
|
+0.9%
|
|
|
34
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.5M
|
-$80.5K
|
-3,209
|
-0.8%
|
|
|
35
|
|
$10M
|
+$2.04M
|
+81,330
|
+26%
|
|
|
36
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.55M
|
-$242K
|
-9,655
|
-3%
|
|
|
37
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$9.2M
|
-$582K
|
-23,189
|
-6%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.07M
|
+$269K
|
+10,723
|
+4%
|
|
|
39
|
World Investment Advisors
Santa Barbara,
California
|
$8.04M
|
-$31.2K
|
-1,244
|
-0.4%
|
|
|
40
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.03M
|
-$31.2K
|
-1,244
|
-0.4%
|
|
|
41
|
Waterford Advisors
Orchard Park,
New York
|
$8.02M
|
+$7.01M
|
+279,209
|
+811%
|
|
|
42
|
Naples Global Advisors
Naples,
Florida
|
$7.93M
|
+$574K
|
+22,886
|
+8%
|
|
|
43
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$7.83M
|
-$82.1K
|
-3,271
|
-1%
|
|
|
44
|
Bailard
Foster City,
California
|
$7.75M
|
-$35.6K
|
-1,420
|
-0.5%
|
|
|
45
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$7.6M
|
+$631K
|
+25,158
|
+9%
|
|
|
46
|
Asset Management One
Tokyo,
Japan
|
$7.49M
|
-$402K
|
-16,000
|
-5%
|
|
|
47
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.91M
|
-$166K
|
-6,631
|
-2%
|
|
|
48
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$6.53M
|
-$4.41M
|
-175,525
|
-41%
|
|
|
49
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$6.02M
|
–
|
–
|
–
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$5.95M
|
-$311K
|
-12,397
|
-5%
|
|
