|
26
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$23.7M
|
+$1.69M
|
+8,333
|
+8%
|
|
|
27
|
Atria Wealth Solutions
New York
|
$23M
|
-$1.04M
|
-5,154
|
-5%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$21M
|
-$2.99M
|
-14,755
|
-13%
|
|
|
29
|
SigFig Wealth Management
San Francisco,
California
|
$20.1M
|
-$6.81M
|
-33,611
|
-27%
|
|
|
30
|
HighTower Advisors
Chicago,
Illinois
|
$18.3M
|
+$287K
|
+1,419
|
+2%
|
|
|
31
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$15.5M
|
-$7.29K
|
-36
|
-0.1%
|
|
|
32
|
Litman Gregory Wealth Management
Larkspur,
California
|
$15.4M
|
-$101K
|
-499
|
-0.7%
|
|
|
33
|
KeyBank National Association
Cleveland,
Ohio
|
$15.2M
|
-$3.05M
|
-15,064
|
-18%
|
|
|
34
|
Pathstone Holdings
Englewood,
New Jersey
|
$14.4M
|
+$13.5M
|
+66,535
|
New
|
|
|
35
|
Opus Capital Group
Cincinnati,
Ohio
|
$13.6M
|
-$26.1K
|
-129
|
-0.2%
|
|
|
36
|
Stegner Investment Associates
Louisville,
Kentucky
|
$13.5M
|
+$105K
|
+516
|
+0.8%
|
|
|
37
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$13.1M
|
-$719K
|
-3,548
|
-5%
|
|
|
38
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11.5M
|
-$538K
|
-2,655
|
-5%
|
|
|
39
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$11.4M
|
+$103K
|
+507
|
+1%
|
|
|
40
|
Royal Fund Management
Lady Lake,
Florida
|
$11.3M
|
-$704K
|
-3,475
|
-6%
|
|
|
41
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$9.69M
|
-$666K
|
-3,285
|
-7%
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$9.51M
|
-$622K
|
-3,068
|
-7%
|
|
|
43
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$8.78M
|
+$686K
|
+3,388
|
+9%
|
|
|
44
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.5M
|
+$612K
|
+3,021
|
+8%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.39M
|
+$720K
|
+3,555
|
+10%
|
|
|
46
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$8.09M
|
+$4.85M
|
+23,936
|
+180%
|
|
|
47
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$7.97M
|
+$52.3K
|
+258
|
+0.7%
|
|
|
48
|
Global Retirement Partners
San Rafael,
California
|
$7.78M
|
+$7.23M
|
+35,705
|
+14,693%
|
|
|
49
|
Cozad Asset Management
Champaign,
Illinois
|
$7.71M
|
-$53.1K
|
-262
|
-0.7%
|
|
|
50
|
Northern Trust
Chicago,
Illinois
|
$7.33M
|
-$305K
|
-1,506
|
-4%
|
|
