|
26
|
Efficient Advisors
Mason,
Ohio
|
$35.2M
|
-$3.29M
|
-48,443
|
-9%
|
|
|
27
|
Willis Johnson & Associates
Houston,
Texas
|
$34.6M
|
+$1.44M
|
+21,150
|
+5%
|
|
|
28
|
Karpus Investment Management
Pittsford,
New York
|
$27.6M
|
-$3.23M
|
-47,598
|
-11%
|
|
|
29
|
University of Maryland Foundation
Adelphi,
Maryland
|
$25.6M
|
–
|
–
|
–
|
|
|
30
|
Iconiq Capital
San Francisco,
California
|
$24.8M
|
+$403K
|
+5,932
|
+2%
|
|
|
31
|
Ballentine Partners
Waltham,
Massachusetts
|
$24.4M
|
-$4.76M
|
-70,020
|
-17%
|
|
|
32
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$23.4M
|
–
|
–
|
–
|
|
|
33
|
|
$21.5M
|
+$7.58M
|
+111,586
|
+60%
|
|
|
34
|
Ameraudi Asset Management
New York
|
$20.4M
|
-$421K
|
-6,201
|
-2%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$19.5M
|
-$2.22M
|
-32,623
|
-11%
|
|
|
36
|
|
$19.3M
|
+$1.3M
|
+19,123
|
+8%
|
|
|
37
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$18.9M
|
-$2.06M
|
-30,280
|
-10%
|
|
|
38
|
Greenline Partners
New York
|
$18.9M
|
+$1.19M
|
+17,458
|
+7%
|
|
|
39
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$17.5M
|
+$15.1M
|
+222,033
|
+1,029%
|
|
|
40
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$17.5M
|
+$15.1M
|
+222,033
|
+1,029%
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$15.7M
|
+$53.7K
|
+790
|
+0.4%
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.5M
|
-$422K
|
-6,216
|
-3%
|
|
|
43
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$14.9M
|
+$272K
|
+4,011
|
+2%
|
|
|
44
|
Private Wealth Advisors (California)
Fresno,
California
|
$14.9M
|
-$3.54M
|
-52,081
|
-20%
|
|
|
45
|
State Street
Boston,
Massachusetts
|
$12.6M
|
+$11.7M
|
+171,834
|
+4,825%
|
|
|
46
|
BBJS Financial Advisors
Seattle,
Washington
|
$11.7M
|
+$37.6K
|
+554
|
+0.3%
|
|
|
47
|
Blue Edge Capital
Richmond,
Virginia
|
$11.6M
|
-$200K
|
-2,946
|
-2%
|
|
|
48
|
AGF Management
Toronto,
Ontario, Canada
|
$11.1M
|
-$160K
|
-2,358
|
-2%
|
|
|
49
|
Stifel Financial
St. Louis,
Missouri
|
$10.8M
|
+$765K
|
+11,270
|
+8%
|
|
|
50
|
Rathbones Group
Liverpool,
United Kingdom
|
$10.7M
|
+$458K
|
+6,748
|
+5%
|
|
