|
51
|
|
$12.6M
|
-$4.11M
|
-75,237
|
-25%
|
|
|
52
|
Capital One Financial
Mclean,
Virginia
|
$12.5M
|
+$7.73M
|
+141,524
|
+167%
|
|
|
53
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$12.5M
|
+$1,000K
|
+18,314
|
+9%
|
|
|
54
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$12.5M
|
-$9.44K
|
-173
|
-0.1%
|
|
|
55
|
Mather Group
Chicago,
Illinois
|
$12.4M
|
+$1.77M
|
+32,475
|
+17%
|
|
|
56
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12.3M
|
+$917K
|
+16,798
|
+8%
|
|
|
57
|
|
$12.2M
|
+$3.05M
|
+55,927
|
+34%
|
|
|
58
|
Veritable
Wilmington,
Delaware
|
$11.9M
|
+$7.3M
|
+133,770
|
+164%
|
|
|
59
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.9M
|
–
|
–
|
–
|
|
|
60
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$11.1M
|
+$701K
|
+12,849
|
+7%
|
|
|
61
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$10.9M
|
-$220K
|
-4,023
|
-2%
|
|
|
62
|
Regis Management Company
Menlo Park,
California
|
$10.5M
|
–
|
–
|
–
|
|
|
63
|
QCI Asset Management
Pittsford,
New York
|
$10.4M
|
+$5.47M
|
+100,210
|
+113%
|
|
|
64
|
SP Asset Management
Cupertino,
California
|
$10.3M
|
+$4.67M
|
+85,583
|
+86%
|
|
|
65
|
|
$10.2M
|
-$226K
|
-4,148
|
-2%
|
|
|
66
|
Personal Capital Advisors
Redwood City,
California
|
$10.1M
|
+$991K
|
+18,151
|
+11%
|
|
|
67
|
Renaissance Technologies
New York
|
$9.74M
|
+$9.64M
|
+176,500
|
New
|
|
|
68
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$9.73M
|
+$2.59M
|
+47,450
|
+37%
|
|
|
69
|
Simon Quick Advisors
Morristown,
New Jersey
|
$9.46M
|
-$33.7K
|
-617
|
-0.4%
|
|
|
70
|
BBVA USA Bancshares
Houston,
Texas
|
$9.36M
|
+$1.05M
|
+19,222
|
+13%
|
|
|
71
|
Wealthspire Advisors (New York)
New York
|
$8.85M
|
+$6.67M
|
+122,220
|
+320%
|
|
|
72
|
Foster & Motley
Cincinnati,
Ohio
|
$8.35M
|
+$1.14M
|
+20,882
|
+16%
|
|
|
73
|
AdvicePeriod
Los Angeles,
California
|
$8.07M
|
+$2.3M
|
+42,158
|
+41%
|
|
|
74
|
Janiczek Wealth Management
Denver,
Colorado
|
$7.89M
|
+$28.6K
|
+524
|
+0.4%
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
$7.52M
|
+$1.1M
|
+20,187
|
+17%
|
|
