|
26
|
Garde Capital
Seattle,
Washington
|
$36.3M
|
+$2.87M
|
+34,555
|
+9%
|
|
|
27
|
Karpus Investment Management
Pittsford,
New York
|
$35.2M
|
+$428K
|
+5,160
|
+1%
|
|
|
28
|
United Capital Financial Advisors
Irving,
Texas
|
$30.9M
|
+$1.28M
|
+15,423
|
+4%
|
|
|
29
|
|
$30.2M
|
+$15.6M
|
+188,186
|
+105%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$28.3M
|
-$2.09M
|
-25,226
|
-7%
|
|
|
31
|
Total Investment Management
Scottsdale,
Arizona
|
$28.2M
|
+$28.4M
|
+342,628
|
New
|
|
|
32
|
Iconiq Capital
San Francisco,
California
|
$27.1M
|
–
|
–
|
–
|
|
|
33
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$26.8M
|
–
|
–
|
–
|
|
|
34
|
Ameraudi Asset Management
New York
|
$24.1M
|
+$3.33M
|
+40,076
|
+16%
|
|
|
35
|
Private Wealth Advisors (California)
Fresno,
California
|
$22.4M
|
+$1.71M
|
+20,562
|
+8%
|
|
|
36
|
|
$21.9M
|
-$902K
|
-10,865
|
-4%
|
|
|
37
|
Tolleson Wealth Management
Dallas,
Texas
|
$20.5M
|
+$2.92M
|
+35,175
|
+16%
|
|
|
38
|
Capital Advantage
Walnut Creek,
California
|
$19.4M
|
+$597K
|
+7,193
|
+3%
|
|
|
39
|
|
$19.3M
|
+$1.43M
|
+17,191
|
+8%
|
|
|
40
|
Ratio Wealth Group
Denver,
Colorado
|
$18.5M
|
+$2.16M
|
+26,064
|
+13%
|
|
|
41
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$15.6M
|
-$5.09M
|
-61,293
|
-24%
|
|
|
42
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.8M
|
+$177K
|
+2,137
|
+1%
|
|
|
43
|
University of Maryland Foundation
Adelphi,
Maryland
|
$14.7M
|
–
|
–
|
–
|
|
|
44
|
AssetMark Inc
Concord,
California
|
$13.1M
|
-$20.1M
|
-242,233
|
-60%
|
|
|
45
|
Ballentine Partners
Waltham,
Massachusetts
|
$12.6M
|
-$594K
|
-7,154
|
-4%
|
|
|
46
|
Blue Edge Capital
Richmond,
Virginia
|
$11.9M
|
+$28.9K
|
+348
|
+0.2%
|
|
|
47
|
Homrich & Berg
Atlanta,
Georgia
|
$11.8M
|
-$183K
|
-2,203
|
-2%
|
|
|
48
|
LPL Financial
San Diego,
California
|
$11.5M
|
+$2.19M
|
+26,388
|
+23%
|
|
|
49
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.3M
|
-$364K
|
-4,387
|
-3%
|
|
|
50
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
+$1.68M
|
+20,179
|
+18%
|
|
