|
26
|
|
$10.5M
|
+$422K
|
+7,477
|
+4%
|
|
|
27
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.4M
|
–
|
–
|
–
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.54M
|
-$677K
|
-12,007
|
-6%
|
|
|
29
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.52M
|
+$1.12M
|
+19,809
|
+13%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$9.4M
|
+$284K
|
+5,040
|
+3%
|
|
|
31
|
|
$9.13M
|
–
|
–
|
–
|
|
|
32
|
LPL Financial
San Diego,
California
|
$8.88M
|
-$2.47M
|
-43,852
|
-21%
|
|
|
33
|
Empirical Wealth Management
Seattle,
Washington
|
$8.78M
|
+$1.42M
|
+25,152
|
+18%
|
|
|
34
|
|
$7.76M
|
+$946K
|
+16,774
|
+13%
|
|
|
35
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$7.48M
|
+$4.63M
|
+82,132
|
+145%
|
|
|
36
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.82M
|
-$331K
|
-5,866
|
-4%
|
|
|
37
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.56M
|
+$1.29M
|
+22,830
|
+23%
|
|
|
38
|
Marotta Asset Management
Charlottesville,
Virginia
|
$6.29M
|
-$440K
|
-7,809
|
-6%
|
|
|
39
|
NEPC LLC
Boston,
Massachusetts
|
$6.04M
|
–
|
–
|
–
|
|
|
40
|
Perella Weinberg Partners Capital Management
New York
|
$5.99M
|
-$1.01M
|
-17,839
|
-14%
|
|
|
41
|
|
$5.89M
|
+$6.16M
|
+109,260
|
New
|
|
|
42
|
Capital Insight Partners
Scottsdale,
Arizona
|
$5.68M
|
+$580K
|
+10,277
|
+11%
|
|
|
43
|
Country Trust Bank
Bloomington,
Illinois
|
$5.29M
|
+$270K
|
+4,784
|
+5%
|
|
|
44
|
AllianceBernstein
Nashville,
Tennessee
|
$5.26M
|
-$12.9M
|
-228,452
|
-70%
|
|
|
45
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$5.26M
|
-$246K
|
-4,362
|
-4%
|
|
|
46
|
Penobscot Wealth Management
Portland,
Maine
|
$4.93M
|
+$395K
|
+7,002
|
+8%
|
|
|
47
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.83M
|
+$1.88M
|
+33,421
|
+70%
|
|
|
48
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.78M
|
+$4.99M
|
+88,530
|
New
|
|
|
49
|
Strategic Financial Planning
Plano,
Texas
|
$4.66M
|
+$262K
|
+4,641
|
+6%
|
|
|
50
|
Running Point Capital Advisors
El Segundo,
California
|
$4.39M
|
-$330K
|
-5,859
|
-7%
|
|
