|
26
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$10.5M
|
–
|
–
|
–
|
|
|
27
|
JMG Financial Group
Downers Grove,
Illinois
|
$10.5M
|
+$2.18M
|
+54,572
|
+28%
|
|
|
28
|
US Bancorp
Minneapolis,
Minnesota
|
$10.1M
|
-$1.89M
|
-47,346
|
-17%
|
|
|
29
|
BBJS Financial Advisors
Seattle,
Washington
|
$10.1M
|
+$713K
|
+17,884
|
+8%
|
|
|
30
|
Mason Investment Advisory Services
Reston,
Virginia
|
$9.95M
|
+$7.17M
|
+179,705
|
+334%
|
|
|
31
|
|
$9.31M
|
+$192K
|
+4,809
|
+2%
|
|
|
32
|
Bank of New York Mellon
New York
|
$8.87M
|
-$697K
|
-17,482
|
-8%
|
|
|
33
|
VOYA Investment Management
Atlanta,
Georgia
|
$7.95M
|
-$347K
|
-8,704
|
-4%
|
|
|
34
|
Chandler Asset Management
San Diego,
California
|
$7.61M
|
+$159K
|
+3,985
|
+2%
|
|
|
35
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$7.12M
|
+$6.66M
|
+167,124
|
New
|
|
|
36
|
Valmark Advisers
Akron,
Ohio
|
$7M
|
-$265K
|
-6,651
|
-4%
|
|
|
37
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.53M
|
-$501K
|
-12,559
|
-8%
|
|
|
38
|
Country Trust Bank
Bloomington,
Illinois
|
$6.29M
|
+$46.8K
|
+1,173
|
+0.8%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$5.98M
|
-$1.23M
|
-30,794
|
-18%
|
|
|
40
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.92M
|
+$220K
|
+5,507
|
+4%
|
|
|
41
|
Quotient Wealth Partners
Dallas,
Texas
|
$5.47M
|
+$5.12M
|
+128,492
|
New
|
|
|
42
|
AWM Capital
Phoenix,
Arizona
|
$5.42M
|
+$2.81M
|
+70,502
|
+124%
|
|
|
43
|
Solitude Financial Services
Charlottesville,
Virginia
|
$4.86M
|
-$204K
|
-5,116
|
-4%
|
|
|
44
|
Arvest Investments
Lowell,
Arkansas
|
$4.43M
|
+$4.15M
|
+104,118
|
New
|
|
|
45
|
Merriman Wealth Management
Seattle,
Washington
|
$4.29M
|
+$3.75M
|
+94,148
|
+1,436%
|
|
|
46
|
Strategic Financial Planning
Plano,
Texas
|
$4.12M
|
+$179K
|
+4,499
|
+5%
|
|
|
47
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.1M
|
+$204K
|
+5,113
|
+6%
|
|
|
48
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.1M
|
-$29.1K
|
-731
|
-0.8%
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.06M
|
+$502K
|
+12,596
|
+15%
|
|
|
50
|
|
$4M
|
-$57.1K
|
-1,432
|
-2%
|
|
