|
26
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$26.3M
|
–
|
–
|
–
|
|
|
27
|
Willis Johnson & Associates
Houston,
Texas
|
$26.2M
|
+$20.3M
|
+246,200
|
+318%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$23.9M
|
-$25.3M
|
-307,207
|
-51%
|
|
|
29
|
|
$23M
|
+$1.53M
|
+18,512
|
+7%
|
|
|
30
|
Private Wealth Advisors (California)
Fresno,
California
|
$21.7M
|
+$599K
|
+7,267
|
+3%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$21.3M
|
+$8.61M
|
+104,371
|
+66%
|
|
|
32
|
Tolleson Wealth Management
Dallas,
Texas
|
$20.1M
|
-$74.2K
|
-899
|
-0.4%
|
|
|
33
|
Capital Advantage
Walnut Creek,
California
|
$19M
|
-$113K
|
-1,365
|
-0.6%
|
|
|
34
|
Ratio Wealth Group
Denver,
Colorado
|
$18.9M
|
+$683K
|
+8,277
|
+4%
|
|
|
35
|
Efficient Advisors
Mason,
Ohio
|
$18M
|
+$9.1M
|
+110,334
|
+98%
|
|
|
36
|
|
$16.5M
|
-$2.58M
|
-31,296
|
-13%
|
|
|
37
|
Iconiq Capital
San Francisco,
California
|
$16.1M
|
-$10.8M
|
-130,999
|
-40%
|
|
|
38
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$15.7M
|
+$414K
|
+5,018
|
+3%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.5M
|
+$6.22M
|
+75,449
|
+65%
|
|
|
40
|
University of Maryland Foundation
Adelphi,
Maryland
|
$14.5M
|
–
|
–
|
–
|
|
|
41
|
LPL Financial
San Diego,
California
|
$13.5M
|
+$2.23M
|
+27,091
|
+19%
|
|
|
42
|
Ballentine Partners
Waltham,
Massachusetts
|
$12.4M
|
-$44.5K
|
-540
|
-0.4%
|
|
|
43
|
Blue Edge Capital
Richmond,
Virginia
|
$11.7M
|
-$4.04K
|
-49
|
-0%
|
|
|
44
|
Homrich & Berg
Atlanta,
Georgia
|
$11.5M
|
-$79.5K
|
-964
|
-0.7%
|
|
|
45
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.3M
|
–
|
–
|
–
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
+$142K
|
+1,721
|
+1%
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$10.4M
|
+$1.05M
|
+12,763
|
+11%
|
|
|
48
|
Rathbones Group
Liverpool,
United Kingdom
|
$9.58M
|
+$613K
|
+7,428
|
+7%
|
|
|
49
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.79M
|
+$3.85M
|
+46,618
|
+75%
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$8.64M
|
+$716K
|
+8,681
|
+9%
|
|
