|
26
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$16.6M
|
+$789K
|
+31,228
|
+5%
|
|
|
27
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$14.7M
|
-$7.45M
|
-294,958
|
-33%
|
|
|
28
|
Cooper/Haims Advisors
Victor,
New York
|
$14M
|
+$706K
|
+27,926
|
+5%
|
|
|
29
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$13.4M
|
+$1.44M
|
+57,089
|
+12%
|
|
|
30
|
|
$12.6M
|
+$41.6K
|
+1,648
|
+0.3%
|
|
|
31
|
Quent Long Short Global Small Cap Fund
New York
|
$12.6M
|
+$12.8M
|
+505,219
|
New
|
|
|
32
|
BIP Wealth
Atlanta,
Georgia
|
$12.1M
|
+$375K
|
+14,824
|
+3%
|
|
|
33
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$11.8M
|
+$918K
|
+36,346
|
+8%
|
|
|
34
|
|
$11.6M
|
+$1.84M
|
+72,854
|
+19%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
-$8.56M
|
-338,727
|
-44%
|
|
|
36
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.5M
|
+$307K
|
+12,134
|
+3%
|
|
|
37
|
Naples Global Advisors
Naples,
Florida
|
$9.19M
|
+$1.47M
|
+58,054
|
+19%
|
|
|
38
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$8.99M
|
-$330K
|
-13,076
|
-4%
|
|
|
39
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$8.95M
|
-$24.3K
|
-960
|
-0.3%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$8.27M
|
+$6.22M
|
+246,215
|
+289%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.18M
|
+$312K
|
+12,345
|
+4%
|
|
|
42
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$8.07M
|
+$667K
|
+26,387
|
+9%
|
|
|
43
|
World Investment Advisors
Santa Barbara,
California
|
$8M
|
+$145K
|
+5,725
|
+2%
|
|
|
44
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.99M
|
+$155K
|
+6,137
|
+2%
|
|
|
45
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$7.57M
|
-$71K
|
-2,809
|
-0.9%
|
|
|
46
|
Asset Management One
Tokyo,
Japan
|
$7.31M
|
–
|
–
|
–
|
|
|
47
|
Bailard
Foster City,
California
|
$6.05M
|
-$1.53M
|
-60,692
|
-20%
|
|
|
48
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$5.94M
|
+$679K
|
+26,857
|
+13%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$5.87M
|
+$65.1K
|
+2,576
|
+1%
|
|
|
50
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$5.87M
|
–
|
–
|
–
|
|
