|
26
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$10.8M
|
-$2.1M
|
-43,167
|
-16%
|
|
|
27
|
Ameriprise
Minneapolis,
Minnesota
|
$10.7M
|
+$4.78M
|
+98,434
|
+81%
|
|
|
28
|
Dowling & Yahnke
San Diego,
California
|
$10.1M
|
+$90.9K
|
+1,871
|
+0.9%
|
|
|
29
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.97M
|
-$171K
|
-3,511
|
-2%
|
|
|
30
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.83M
|
-$3.97M
|
-81,616
|
-29%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.24M
|
+$269K
|
+5,534
|
+3%
|
|
|
32
|
|
$8.84M
|
-$7.41M
|
-152,400
|
-46%
|
|
|
33
|
NEPC LLC
Boston,
Massachusetts
|
$8.39M
|
+$4.06M
|
+83,470
|
+94%
|
|
|
34
|
Truepoint Inc
Cincinnati,
Ohio
|
$7.13M
|
-$225K
|
-4,634
|
-3%
|
|
|
35
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$7.12M
|
+$895K
|
+18,425
|
+14%
|
|
|
36
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.7M
|
-$6.58M
|
-135,479
|
-50%
|
|
|
37
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$6.24M
|
-$1.21M
|
-25,000
|
-16%
|
|
|
38
|
|
$6.16M
|
+$5.94M
|
+122,245
|
+2,691%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.95M
|
+$2.2M
|
+45,265
|
+59%
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.53M
|
-$62.3K
|
-1,283
|
-1%
|
|
|
41
|
LPL Financial
San Diego,
California
|
$5.45M
|
+$257K
|
+5,281
|
+5%
|
|
|
42
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$5.23M
|
-$481K
|
-9,905
|
-8%
|
|
|
43
|
|
$5.04M
|
-$596K
|
-12,272
|
-11%
|
|
|
44
|
Gibson Capital
Wexford,
Pennsylvania
|
$4.88M
|
+$97.6K
|
+2,009
|
+2%
|
|
|
45
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$4.63M
|
-$3.1M
|
-63,843
|
-40%
|
|
|
46
|
Merriman Wealth Management
Seattle,
Washington
|
$4.57M
|
+$4.32M
|
+88,889
|
+1,767%
|
|
|
47
|
Perella Weinberg Partners Capital Management
New York
|
$4.28M
|
–
|
–
|
–
|
|
|
48
|
William Blair & Company
Chicago,
Illinois
|
$4.23M
|
-$130K
|
-2,677
|
-3%
|
|
|
49
|
Empirical Wealth Management
Seattle,
Washington
|
$4.2M
|
+$326K
|
+6,713
|
+8%
|
|
|
50
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.15M
|
+$92.1K
|
+1,896
|
+2%
|
|
