|
26
|
Xponance
Philadelphia,
Pennsylvania
|
$7.42M
|
+$2.8M
|
+47,214
|
+64%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$6.77M
|
+$215K
|
+3,619
|
+3%
|
|
|
28
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$6.16M
|
–
|
–
|
–
|
|
|
29
|
|
$6.09M
|
+$3.96M
|
+66,788
|
+203%
|
|
|
30
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$5.4M
|
+$234K
|
+3,952
|
+5%
|
|
|
31
|
Crux Wealth Advisors
Long Beach,
California
|
$5.25M
|
+$20.3K
|
+342
|
+0.4%
|
|
|
32
|
Harbour Investments
Madison,
Wisconsin
|
$4.96M
|
-$276K
|
-4,656
|
-5%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$4.78M
|
+$68.8K
|
+1,160
|
+2%
|
|
|
34
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$4.32M
|
+$1.96K
|
+33
|
+0%
|
|
|
35
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$4.2M
|
-$10.3K
|
-174
|
-0.3%
|
|
|
36
|
Brown Brothers Harriman & Co
New York
|
$4.03M
|
–
|
–
|
–
|
|
|
37
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.75M
|
-$6.94K
|
-117
|
-0.2%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.04M
|
+$257K
|
+4,329
|
+10%
|
|
|
39
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3.03M
|
–
|
–
|
–
|
|
|
40
|
Raymond James Financial
St Petersburg,
Florida
|
$2.99M
|
+$229K
|
+3,859
|
+9%
|
|
|
41
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.98M
|
+$2.9M
|
+48,803
|
New
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$2.97M
|
-$39.7K
|
-669
|
-1%
|
|
|
43
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.89M
|
+$57.4K
|
+968
|
+2%
|
|
|
44
|
IMC Chicago
Chicago,
Illinois
|
$2.74M
|
+$702K
|
+11,825
|
+36%
|
|
|
45
|
AGF Management
Toronto,
Ontario, Canada
|
$2.68M
|
+$5.93K
|
+100
|
+0.2%
|
|
|
46
|
Oxler Private Wealth
Rye Brook,
New York
|
$2.52M
|
+$293K
|
+4,934
|
+14%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$2.51M
|
-$5.1K
|
-86
|
-0.2%
|
|
|
48
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.42M
|
+$964K
|
+16,248
|
+67%
|
|
|
49
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$2.41M
|
+$415
|
+7
|
+0.2%
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
$2.15M
|
+$33.5K
|
+565
|
+2%
|
|
