|
26
|
UBS Group
Zurich,
Switzerland
|
$5.69M
|
-$331K
|
-5,944
|
-5%
|
|
|
27
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$5.35M
|
–
|
–
|
–
|
|
|
28
|
Harbour Investments
Madison,
Wisconsin
|
$4.55M
|
+$88.9K
|
+1,594
|
+2%
|
|
|
29
|
Crux Wealth Advisors
Long Beach,
California
|
$4.53M
|
-$10.2K
|
-183
|
-0.2%
|
|
|
30
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$4.48M
|
-$117K
|
-2,090
|
-2%
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$4.09M
|
+$64.3K
|
+1,154
|
+2%
|
|
|
32
|
Xponance
Philadelphia,
Pennsylvania
|
$3.93M
|
-$2.16M
|
-38,710
|
-34%
|
|
|
33
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.74M
|
-$284K
|
-5,095
|
-7%
|
|
|
34
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$3.65M
|
-$136K
|
-2,438
|
-3%
|
|
|
35
|
Brown Brothers Harriman & Co
New York
|
$3.49M
|
–
|
–
|
–
|
|
|
36
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$3.26M
|
+$36.5K
|
+655
|
+1%
|
|
|
37
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.63M
|
+$2.76M
|
+49,590
|
New
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$2.61M
|
+$36.2K
|
+649
|
+1%
|
|
|
39
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.46M
|
-$26.4K
|
-473
|
-1%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.41M
|
-$36.8K
|
-661
|
-1%
|
|
|
41
|
Raymond James Financial
St Petersburg,
Florida
|
$2.39M
|
+$421K
|
+7,547
|
+20%
|
|
|
42
|
AGF Management
Toronto,
Ontario, Canada
|
$2.32M
|
-$22.3K
|
-400
|
-0.9%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$2.19M
|
-$225K
|
-4,038
|
-9%
|
|
|
44
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$2.1M
|
+$22.5K
|
+404
|
+14%
|
|
|
45
|
Oxler Private Wealth
Rye Brook,
New York
|
$1.92M
|
+$3.73K
|
+67
|
+0.2%
|
|
|
46
|
PFG Advisors
Phoenix,
Arizona
|
$1.87M
|
+$11.4K
|
+204
|
+0.6%
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
$1.84M
|
+$13.3K
|
+239
|
+0.7%
|
|
|
48
|
MASECO Private Wealth
London,
|
$1.81M
|
–
|
–
|
–
|
|
|
49
|
IMC Chicago
Chicago,
Illinois
|
$1.75M
|
+$1.84M
|
+33,023
|
New
|
|
|
50
|
|
$1.75M
|
+$211K
|
+3,793
|
+13%
|
|
