|
26
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.03M
|
+$2.51M
|
+62,859
|
+40%
|
|
|
27
|
VOYA Investment Management
Atlanta,
Georgia
|
$8.16M
|
-$219K
|
-5,487
|
-3%
|
|
|
28
|
BBJS Financial Advisors
Seattle,
Washington
|
$7.93M
|
+$7.65M
|
+191,764
|
New
|
|
|
29
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.84M
|
-$5.72M
|
-143,469
|
-45%
|
|
|
30
|
|
$7.72M
|
+$386K
|
+9,672
|
+5%
|
|
|
31
|
Bank of New York Mellon
New York
|
$7.17M
|
+$518K
|
+12,995
|
+8%
|
|
|
32
|
Aire Advisors
Beverly Hills,
California
|
$6.93M
|
+$235K
|
+5,897
|
+4%
|
|
|
33
|
Integris Wealth Management
Monterey,
California
|
$6.89M
|
+$6.65M
|
+166,738
|
New
|
|
|
34
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$6.77M
|
+$1.84M
|
+46,241
|
+39%
|
|
|
35
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.53M
|
-$389K
|
-9,753
|
-6%
|
|
|
36
|
Mason Investment Advisory Services
Reston,
Virginia
|
$6.42M
|
-$5.11M
|
-128,032
|
-45%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.95M
|
+$4.4M
|
+110,437
|
+329%
|
|
|
38
|
Forum Financial Management
Lombard,
Illinois
|
$5.87M
|
+$5.35M
|
+134,151
|
+1,730%
|
|
|
39
|
Country Trust Bank
Bloomington,
Illinois
|
$5.74M
|
+$77.1K
|
+1,934
|
+1%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$5.49M
|
-$230K
|
-5,763
|
-4%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.44M
|
+$739K
|
+18,544
|
+16%
|
|
|
42
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.09M
|
+$1.49M
|
+37,427
|
+44%
|
|
|
43
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.74M
|
-$1.37M
|
-34,325
|
-23%
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$4.51M
|
-$1.03M
|
-25,789
|
-19%
|
|
|
45
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$4.5M
|
+$1.76M
|
+44,228
|
+68%
|
|
|
46
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.29M
|
-$141K
|
-3,530
|
-3%
|
|
|
47
|
Solitude Financial Services
Charlottesville,
Virginia
|
$4.18M
|
-$233K
|
-5,845
|
-5%
|
|
|
48
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$4.15M
|
–
|
–
|
–
|
|
|
49
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$4M
|
-$620K
|
-15,557
|
-14%
|
|
|
50
|
Employees Retirement System of Texas
Austin,
Texas
|
$3.99M
|
+$1.7M
|
+42,594
|
+79%
|
|
