|
26
|
Wells Fargo
San Francisco,
California
|
$9.81M
|
-$2.57M
|
-60,884
|
-20%
|
|
|
27
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$8.12M
|
+$1.54M
|
+36,309
|
+22%
|
|
|
28
|
VOYA Investment Management
Atlanta,
Georgia
|
$8.01M
|
–
|
–
|
–
|
|
|
29
|
|
$7.96M
|
+$404K
|
+9,553
|
+5%
|
|
|
30
|
BBJS Financial Advisors
Seattle,
Washington
|
$7.84M
|
+$59.4K
|
+1,404
|
+0.7%
|
|
|
31
|
JMG Financial Group
Downers Grove,
Illinois
|
$7.73M
|
-$1.17M
|
-27,698
|
-13%
|
|
|
32
|
Bank of New York Mellon
New York
|
$7.12M
|
+$85.3K
|
+2,018
|
+1%
|
|
|
33
|
Integris Wealth Management
Monterey,
California
|
$7.07M
|
+$315K
|
+7,456
|
+4%
|
|
|
34
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.86M
|
-$370K
|
-8,748
|
-5%
|
|
|
35
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.38M
|
-$29.8K
|
-704
|
-0.4%
|
|
|
36
|
Country Trust Bank
Bloomington,
Illinois
|
$6M
|
+$374K
|
+8,851
|
+6%
|
|
|
37
|
Forum Financial Management
Lombard,
Illinois
|
$5.72M
|
-$37.8K
|
-894
|
-0.6%
|
|
|
38
|
Mason Investment Advisory Services
Reston,
Virginia
|
$5.47M
|
-$869K
|
-20,556
|
-13%
|
|
|
39
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.32M
|
+$343K
|
+8,115
|
+7%
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.32M
|
-$16.2K
|
-383
|
-0.3%
|
|
|
41
|
|
$5.12M
|
+$1.63M
|
+38,652
|
+44%
|
|
|
42
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.74M
|
+$92.6K
|
+2,190
|
+2%
|
|
|
43
|
Solitude Financial Services
Charlottesville,
Virginia
|
$4.29M
|
+$196K
|
+4,628
|
+5%
|
|
|
44
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.24M
|
+$34K
|
+804
|
+0.8%
|
|
|
45
|
LPL Financial
San Diego,
California
|
$4.24M
|
+$699K
|
+16,531
|
+19%
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$4.12M
|
-$321K
|
-7,594
|
-7%
|
|
|
47
|
Employees Retirement System of Texas
Austin,
Texas
|
$4.1M
|
+$190K
|
+4,500
|
+5%
|
|
|
48
|
|
$3.92M
|
+$46.6K
|
+1,103
|
+1%
|
|
|
49
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.88M
|
+$34K
|
+804
|
+0.8%
|
|
|
50
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$3.72M
|
-$217K
|
-5,121
|
-5%
|
|
