|
26
|
Chilton Capital Management
Houston,
Texas
|
$9.58M
|
-$4.34M
|
-107,018
|
-30%
|
|
|
27
|
Bank of New York Mellon
New York
|
$8.79M
|
+$2.16M
|
+53,133
|
+31%
|
|
|
28
|
BBJS Financial Advisors
Seattle,
Washington
|
$8.51M
|
+$287K
|
+7,079
|
+3%
|
|
|
29
|
|
$8.32M
|
+$310K
|
+7,644
|
+4%
|
|
|
30
|
VOYA Investment Management
Atlanta,
Georgia
|
$7.6M
|
–
|
–
|
–
|
|
|
31
|
JMG Financial Group
Downers Grove,
Illinois
|
$7.49M
|
-$34K
|
-837
|
-0.4%
|
|
|
32
|
Chandler Asset Management
San Diego,
California
|
$6.8M
|
+$832K
|
+20,500
|
+13%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$6.67M
|
-$1.84M
|
-45,402
|
-21%
|
|
|
34
|
Valmark Advisers
Akron,
Ohio
|
$6.66M
|
-$197K
|
-4,846
|
-3%
|
|
|
35
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.46M
|
+$2.03M
|
+49,936
|
+43%
|
|
|
36
|
Country Trust Bank
Bloomington,
Illinois
|
$5.71M
|
+$41.9K
|
+1,033
|
+0.7%
|
|
|
37
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.19M
|
+$83.1K
|
+2,049
|
+2%
|
|
|
38
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.16M
|
-$378K
|
-9,311
|
-7%
|
|
|
39
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.66M
|
+$466K
|
+11,489
|
+11%
|
|
|
40
|
Solitude Financial Services
Charlottesville,
Virginia
|
$4.64M
|
+$98K
|
+2,416
|
+2%
|
|
|
41
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.78M
|
+$119K
|
+2,924
|
+3%
|
|
|
42
|
|
$3.71M
|
+$36.4K
|
+897
|
+1%
|
|
|
43
|
Strategic Financial Planning
Plano,
Texas
|
$3.59M
|
+$87.9K
|
+2,166
|
+2%
|
|
|
44
|
Upper Left Wealth Management
Tampa,
Florida
|
$3.55M
|
+$443K
|
+10,919
|
+14%
|
|
|
45
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.55M
|
+$111K
|
+2,732
|
+3%
|
|
|
46
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$3.45M
|
+$403K
|
+9,938
|
+13%
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.38M
|
+$1.71M
|
+42,135
|
+94%
|
|
|
48
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.34M
|
+$3.48M
|
+85,675
|
New
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.22M
|
-$950K
|
-23,408
|
-22%
|
|
|
50
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.19M
|
+$1.35M
|
+33,347
|
+68%
|
|
