|
26
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$12.3M
|
-$27.4K
|
-270
|
-0.2%
|
|
|
27
|
American Money Management
Rancho Santa Fe,
California
|
$12M
|
+$365K
|
+3,600
|
+3%
|
|
|
28
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$11.4M
|
-$30.3K
|
-299
|
-0.3%
|
|
|
29
|
Rockland Trust
Hanover,
Massachusetts
|
$11.3M
|
+$2M
|
+19,680
|
+22%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.2M
|
+$2.16M
|
+21,308
|
+24%
|
|
|
31
|
Trilogy Capital
Irvine,
California
|
$10.6M
|
+$190K
|
+1,877
|
+2%
|
|
|
32
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$10.5M
|
-$35.2M
|
-347,118
|
-77%
|
|
|
33
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$10.3M
|
+$1.58M
|
+15,530
|
+18%
|
|
|
34
|
Alesco Advisors
Pittsford,
New York
|
$9.61M
|
-$194K
|
-1,908
|
-2%
|
|
|
35
|
Portland Global Advisors
Portland,
Maine
|
$9.46M
|
+$551K
|
+5,429
|
+6%
|
|
|
36
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$9.41M
|
-$819K
|
-8,069
|
-8%
|
|
|
37
|
The Family Firm
Bethesda,
Maryland
|
$9.4M
|
-$539K
|
-5,314
|
-5%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.18M
|
-$3.97M
|
-39,141
|
-30%
|
|
|
39
|
Courier Capital
Buffalo,
New York
|
$8.82M
|
+$16.6K
|
+164
|
+0.2%
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$8.71M
|
+$6.83M
|
+67,348
|
+380%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.7M
|
-$123M
|
-1,211,252
|
-93%
|
|
|
42
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$8.64M
|
+$546K
|
+5,379
|
+7%
|
|
|
43
|
Oppenheimer & Co
New York
|
$8.02M
|
+$129K
|
+1,268
|
+2%
|
|
|
44
|
Bank of New York Mellon
New York
|
$7.38M
|
+$29.8K
|
+294
|
+0.4%
|
|
|
45
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$7.09M
|
+$134K
|
+1,324
|
+2%
|
|
|
46
|
Soltis Investment Advisors
St. George,
Utah
|
$6.9M
|
+$1.25M
|
+12,279
|
+22%
|
|
|
47
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$6.5M
|
+$4.06M
|
+40,063
|
+172%
|
|
|
48
|
Cambridge Associates
Boston,
Massachusetts
|
$6.35M
|
–
|
–
|
–
|
|
|
49
|
Pasadena Private Wealth
Pasadena,
California
|
$5.98M
|
-$2.57M
|
-25,285
|
-30%
|
|
|
50
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$5.87M
|
+$3.22M
|
+31,704
|
+57%
|
|
