|
26
|
Cerity Partners OCIO
New York
|
$28.7M
|
+$2.06M
|
+51,879
|
+8%
|
|
|
27
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$28.2M
|
+$56.4K
|
+1,420
|
+0.2%
|
|
|
28
|
United Capital Financial Advisors
Irving,
Texas
|
$27.6M
|
-$110K
|
-2,782
|
-0.4%
|
|
|
29
|
Iconiq Capital
San Francisco,
California
|
$26.4M
|
+$278K
|
+7,006
|
+1%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$24.9M
|
+$1.36M
|
+34,290
|
+6%
|
|
|
31
|
Trilogy Capital
Irvine,
California
|
$23.6M
|
+$862K
|
+21,719
|
+4%
|
|
|
32
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$21.2M
|
+$20M
|
+503,956
|
New
|
|
|
33
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$20.7M
|
+$700K
|
+17,644
|
+4%
|
|
|
34
|
Banco Santander
Madrid,
Spain
|
$19.6M
|
+$957K
|
+24,109
|
+5%
|
|
|
35
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$19.5M
|
-$416K
|
-10,469
|
-2%
|
|
|
36
|
SigFig Wealth Management
San Francisco,
California
|
$16.2M
|
+$482K
|
+12,133
|
+3%
|
|
|
37
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$16.1M
|
+$15.1M
|
+381,412
|
New
|
|
|
38
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$15.6M
|
+$14.7M
|
+370,847
|
New
|
|
|
39
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.5M
|
+$14.1M
|
+355,947
|
+3,324%
|
|
|
40
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$15.3M
|
+$14.4M
|
+362,949
|
New
|
|
|
41
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$13.7M
|
-$193K
|
-4,874
|
-1%
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.6M
|
+$1.8M
|
+45,342
|
+16%
|
|
|
43
|
Parametric Portfolio Associates
Seattle,
Washington
|
$13.5M
|
-$93.7K
|
-2,361
|
-0.7%
|
|
|
44
|
Redwood Investment Management
Scottsdale,
Arizona
|
$13.5M
|
-$2.24M
|
-56,385
|
-15%
|
|
|
45
|
Balentine LLC
Atlanta,
Georgia
|
$13.3M
|
-$153K
|
-3,855
|
-1%
|
|
|
46
|
First Horizon Advisors
Memphis,
Tennessee
|
$12.1M
|
+$40K
|
+1,008
|
+0.4%
|
|
|
47
|
Financial Strategies Group
Okemos,
Michigan
|
$12M
|
+$858K
|
+21,620
|
+8%
|
|
|
48
|
Ballentine Partners
Waltham,
Massachusetts
|
$11.9M
|
-$273K
|
-6,889
|
-2%
|
|
|
49
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$11.8M
|
+$11.1M
|
+280,127
|
New
|
|
|
50
|
HighTower Advisors
Chicago,
Illinois
|
$11.7M
|
+$2.81M
|
+70,837
|
+34%
|
|
