|
76
|
AssetMark Inc
Concord,
California
|
$14.7M
|
-$4.14M
|
-36,249
|
-22%
|
|
|
77
|
Natixis Advisors
Boston,
Massachusetts
|
$14.5M
|
+$406K
|
+3,554
|
+3%
|
|
|
78
|
Willow Creek Wealth Management
Sebastopol,
California
|
$14.4M
|
+$1.16M
|
+10,198
|
+9%
|
|
|
79
|
Higher Moment Capital
Boston,
Massachusetts
|
$14M
|
+$14.1M
|
+123,407
|
New
|
|
|
80
|
Rockefeller Financial Services
New York
|
$13.9M
|
+$1.85M
|
+16,206
|
+15%
|
|
|
81
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$13.8M
|
-$937K
|
-8,202
|
-6%
|
|
|
82
|
Klingman & Associates
New York
|
$13.6M
|
-$2.3M
|
-20,173
|
-14%
|
|
|
83
|
MSI Financial Services
Springfield,
Massachusetts
|
$13.3M
|
+$2.63M
|
+23,066
|
+24%
|
|
|
84
|
ALPS Advisors
Denver,
Colorado
|
$13.1M
|
-$8.13M
|
-71,225
|
-38%
|
|
|
85
|
Stifel Financial
St. Louis,
Missouri
|
$12.9M
|
+$633K
|
+5,548
|
+5%
|
|
|
86
|
KWMG LLC
Overland Park,
Kansas
|
$12.7M
|
+$3.99M
|
+34,985
|
+45%
|
|
|
87
|
SigFig Wealth Management
San Francisco,
California
|
$12.7M
|
+$12.8M
|
+112,105
|
New
|
|
|
88
|
Garde Capital
Seattle,
Washington
|
$12.4M
|
+$2.15M
|
+18,786
|
+21%
|
|
|
89
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$12M
|
–
|
–
|
–
|
|
|
90
|
|
$12M
|
+$12.1M
|
+105,678
|
New
|
|
|
91
|
Guggenheim Capital
Chicago,
Illinois
|
$11.4M
|
+$1.77M
|
+15,517
|
+18%
|
|
|
92
|
Private Advisor Group
Morristown,
New Jersey
|
$10.7M
|
+$2.44M
|
+21,344
|
+29%
|
|
|
93
|
Fairview Capital Investment Management
Greenbrae,
California
|
$10.7M
|
+$222K
|
+1,941
|
+2%
|
|
|
94
|
Twele Capital Management
Minnetonka,
Minnesota
|
$10.7M
|
+$714K
|
+6,250
|
+7%
|
|
|
95
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$10.5M
|
+$228
|
+2
|
+0%
|
|
|
96
|
Ritholtz Wealth Management
New York
|
$10.4M
|
+$10.5M
|
+92,026
|
New
|
|
|
97
|
Arax Advisory Partners
Denver,
Colorado
|
$10.4M
|
+$10.4M
|
+91,461
|
New
|
|
|
98
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$10.3M
|
-$145K
|
-1,271
|
-1%
|
|
|
99
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$10.3M
|
+$10.4M
|
+91,404
|
New
|
|
|
100
|
Asset Management Group
Stamford,
Connecticut
|
$10.3M
|
-$10.4K
|
-91
|
-0.1%
|
|
