|
26
|
SEI Investments
Oaks,
Pennsylvania
|
$6.85M
|
-$553K
|
-9,927
|
-8%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$6.36M
|
+$209K
|
+3,749
|
+3%
|
|
|
28
|
Xponance
Philadelphia,
Pennsylvania
|
$6.34M
|
-$1.43M
|
-25,746
|
-19%
|
|
|
29
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$5.67M
|
-$39K
|
-700
|
-0.7%
|
|
|
30
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$4.86M
|
-$14.1M
|
-252,865
|
-75%
|
|
|
31
|
Crux Wealth Advisors
Long Beach,
California
|
$4.82M
|
-$56.9K
|
-1,022
|
-1%
|
|
|
32
|
Harbour Investments
Madison,
Wisconsin
|
$4.74M
|
+$221K
|
+3,972
|
+5%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$4.26M
|
-$214K
|
-3,848
|
-5%
|
|
|
34
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$4.25M
|
+$31.4K
|
+564
|
+0.8%
|
|
|
35
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$4.01M
|
-$12K
|
-215
|
-0.3%
|
|
|
36
|
Brown Brothers Harriman & Co
New York
|
$3.7M
|
–
|
–
|
–
|
|
|
37
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.42M
|
-$176K
|
-3,159
|
-5%
|
|
|
38
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.86M
|
+$242K
|
+4,346
|
+9%
|
|
|
39
|
NerdWallet Wealth Partners
New York
|
$2.79M
|
-$8.8K
|
-158
|
-4%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$2.73M
|
+$143K
|
+2,571
|
+6%
|
|
|
41
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.63M
|
-$8.74K
|
-157
|
-0.3%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.59M
|
+$801K
|
+14,392
|
+45%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$2.54M
|
+$7.74K
|
+139
|
+0.3%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.54M
|
-$607K
|
-10,896
|
-19%
|
|
|
45
|
AGF Management
Toronto,
Ontario, Canada
|
$2.49M
|
-$224K
|
-4,025
|
-8%
|
|
|
46
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$2.15M
|
-$231K
|
-4,155
|
-10%
|
|
|
47
|
Raymond James Financial
St Petersburg,
Florida
|
$2.11M
|
+$224K
|
+4,031
|
+12%
|
|
|
48
|
Oxler Private Wealth
Rye Brook,
New York
|
$2.03M
|
+$3.56K
|
+64
|
+0.2%
|
|
|
49
|
Boyd Wealth Management
Sacramento,
California
|
$2.03M
|
+$28.2K
|
+507
|
+1%
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.97M
|
+$275K
|
+4,938
|
+16%
|
|
