|
26
|
Spruce Investment Advisors
Stamford,
Connecticut
|
$7.92M
|
-$1.36M
|
-23,401
|
-15%
|
|
|
27
|
Bessemer Group
Woodbridge,
New Jersey
|
$7.18M
|
-$4.12M
|
-71,002
|
-36%
|
|
|
28
|
Wealth Architects
Mountain View,
California
|
$6.96M
|
+$290
|
+5
|
+0%
|
|
|
29
|
Veritable
Wilmington,
Delaware
|
$6.3M
|
-$418K
|
-7,208
|
-6%
|
|
|
30
|
Zhang Financial
Portage,
Michigan
|
$6.23M
|
-$174K
|
-2,993
|
-3%
|
|
|
31
|
Hillview Capital Advisors
Wayne,
Pennsylvania
|
$6.01M
|
+$555K
|
+9,565
|
+10%
|
|
|
32
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$5.55M
|
+$5.54M
|
+95,500
|
New
|
|
|
33
|
Bank of New York Mellon
New York
|
$5.54M
|
–
|
–
|
–
|
|
|
34
|
Signature Financial Management
Norfolk,
Virginia
|
$5.5M
|
+$2.05M
|
+35,375
|
+60%
|
|
|
35
|
Founders Financial Securities
Towson,
Maryland
|
$5.48M
|
-$868K
|
-14,952
|
-14%
|
|
|
36
|
Horizon Investments
Charlotte,
North Carolina
|
$5.47M
|
-$922K
|
-15,889
|
-14%
|
|
|
37
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.5M
|
-$1.07M
|
-18,500
|
-19%
|
|
|
38
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.19M
|
-$76.9K
|
-1,326
|
-2%
|
|
|
39
|
Eaton Vance Management
Boston,
Massachusetts
|
$3.78M
|
+$3.89K
|
+67
|
+0.1%
|
|
|
40
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.72M
|
-$379K
|
-6,531
|
-9%
|
|
|
41
|
Lehman Financial Resources
Media,
Pennsylvania
|
$3.54M
|
–
|
–
|
–
|
|
|
42
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.52M
|
–
|
–
|
–
|
|
|
43
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.48M
|
+$180K
|
+3,102
|
+5%
|
|
|
44
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3.16M
|
-$436K
|
-7,520
|
-13%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.08M
|
+$37.9K
|
+653
|
+1%
|
|
|
46
|
Vanguard Group
Malvern,
Pennsylvania
|
$3.04M
|
+$819K
|
+14,111
|
+37%
|
|
|
47
|
Accredited Investors
Edina,
Minnesota
|
$3.04M
|
+$2.54M
|
+43,835
|
+512%
|
|
|
48
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$3.01M
|
-$5.8K
|
-100
|
-0.2%
|
|
|
49
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.9M
|
-$599K
|
-10,325
|
-17%
|
|
|
50
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.76M
|
+$40.3K
|
+695
|
+1%
|
|
