|
51
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.64M
|
-$1.12M
|
-44,447
|
-16%
|
|
|
52
|
Wealthspire Advisors (New York)
New York
|
$5.3M
|
+$279K
|
+11,042
|
+5%
|
|
|
53
|
GP Brinson Investments
Chicago,
Illinois
|
$4.65M
|
–
|
–
|
–
|
|
|
54
|
Fiduciary Financial Group
San Rafael,
California
|
$4.59M
|
+$272K
|
+10,771
|
+6%
|
|
|
55
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$4.51M
|
+$213K
|
+8,429
|
+5%
|
|
|
56
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.72M
|
-$81.8K
|
-3,236
|
-2%
|
|
|
57
|
Advisory Services Network
Atlanta,
Georgia
|
$3.66M
|
+$3.69M
|
+145,966
|
+25,385%
|
|
|
58
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.61M
|
–
|
–
|
–
|
|
|
59
|
UBS Group
Zurich,
Switzerland
|
$3.56M
|
+$1.57M
|
+62,011
|
+77%
|
|
|
60
|
SimplyRich
Carlsbad,
California
|
$3.5M
|
-$111K
|
-4,382
|
-3%
|
|
|
61
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$3.49M
|
-$2.92M
|
-115,411
|
-45%
|
|
|
62
|
Greenspring Advisors
Towson,
Maryland
|
$3.28M
|
+$2.15M
|
+85,273
|
+185%
|
|
|
63
|
SOL Capital Management
Rockville,
Maryland
|
$3.2M
|
-$561K
|
-22,200
|
-15%
|
|
|
64
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.19M
|
+$610K
|
+24,146
|
+23%
|
|
|
65
|
Arkos Global Advisors
Houston,
Texas
|
$3.1M
|
+$13.1K
|
+518
|
+0.4%
|
|
|
66
|
XY Planning Network
Bozeman,
Montana
|
$3.02M
|
+$1.57M
|
+62,218
|
+106%
|
|
|
67
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$2.99M
|
+$677K
|
+26,809
|
+29%
|
|
|
68
|
Manske Wealth Management
Houston,
Texas
|
$2.96M
|
+$6.06K
|
+240
|
+0.2%
|
|
|
69
|
SC&H Financial Advisors
Sparks,
Maryland
|
$2.86M
|
-$186K
|
-7,366
|
-6%
|
|
|
70
|
Bristlecone Value Partners
Los Angeles,
California
|
$2.85M
|
+$2.89M
|
+114,190
|
New
|
|
|
71
|
One Capital Management
Westlake Village,
California
|
$2.82M
|
-$12.8M
|
-505,434
|
-82%
|
|
|
72
|
Readystate Asset Management
Chicago,
Illinois
|
$2.74M
|
+$2.44M
|
+96,735
|
+739%
|
|
|
73
|
Collective Family Office
York,
Pennsylvania
|
$2.74M
|
+$141K
|
+5,579
|
+5%
|
|
|
74
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.66M
|
+$2.7M
|
+106,726
|
New
|
|
|
75
|
Aurelius Family Office
Bedford,
New Hampshire
|
$2.64M
|
+$187K
|
+7,386
|
+8%
|
|
