|
26
|
SEI Investments
Oaks,
Pennsylvania
|
$7.23M
|
-$339K
|
-6,432
|
-5%
|
|
|
27
|
Institute for Wealth Management
Denver,
Colorado
|
$7.2M
|
-$23.5K
|
-446
|
-0.3%
|
|
|
28
|
|
$6.29M
|
+$5.28M
|
+100,160
|
+689%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$6M
|
+$595K
|
+11,287
|
+11%
|
|
|
30
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$5.57M
|
-$686K
|
-13,015
|
-11%
|
|
|
31
|
Mariner
Overland Park,
Kansas
|
$4.83M
|
-$57.2K
|
-1,084
|
-1%
|
|
|
32
|
Crux Wealth Advisors
Long Beach,
California
|
$4.76M
|
+$85K
|
+1,611
|
+2%
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$4.4M
|
-$568K
|
-10,767
|
-12%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$4.37M
|
-$306K
|
-5,804
|
-7%
|
|
|
35
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$4.12M
|
+$19.7K
|
+373
|
+0.5%
|
|
|
36
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.92M
|
-$49.3K
|
-935
|
-1%
|
|
|
37
|
Brown Brothers Harriman & Co
New York
|
$3.61M
|
+$3.47M
|
+65,877
|
New
|
|
|
38
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.51M
|
-$3.96K
|
-75
|
-0.1%
|
|
|
39
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.08M
|
+$1.77M
|
+33,555
|
+149%
|
|
|
40
|
NerdWallet Wealth Partners
New York
|
$2.71M
|
+$225K
|
+4,257
|
New
|
|
|
41
|
|
$2.66M
|
+$991K
|
+18,787
|
+63%
|
|
|
42
|
AGF Management
Toronto,
Ontario, Canada
|
$2.65M
|
+$33K
|
+625
|
+1%
|
|
|
43
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.58M
|
-$89.8K
|
-1,702
|
-3%
|
|
|
44
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.55M
|
+$1.74M
|
+33,054
|
+245%
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$2.52M
|
+$354K
|
+6,719
|
+17%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$2.47M
|
-$1.21K
|
-23
|
-0.1%
|
|
|
47
|
PFG Advisors
Phoenix,
Arizona
|
$2.44M
|
-$139K
|
-2,628
|
-6%
|
|
|
48
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.43M
|
+$1.69K
|
+32
|
+0.1%
|
|
|
49
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$2.33M
|
+$8.12K
|
+154
|
+0.4%
|
|
|
50
|
Oxler Private Wealth
Rye Brook,
New York
|
$1.98M
|
-$45.6K
|
-865
|
-2%
|
|
