|
51
|
AssetMark Inc
Concord,
California
|
$12.4M
|
-$4.58M
|
-93,238
|
-27%
|
|
|
52
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$11.3M
|
-$534K
|
-10,876
|
-5%
|
|
|
53
|
|
$11.2M
|
+$11.3M
|
+230,548
|
New
|
|
|
54
|
JMG Financial Group
Downers Grove,
Illinois
|
$11M
|
-$29.3K
|
-596
|
-0.3%
|
|
|
55
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
+$2.97M
|
+60,554
|
+38%
|
|
|
56
|
Adventist Health System West
Roseville,
California
|
$10.1M
|
–
|
–
|
–
|
|
|
57
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$10.1M
|
+$2.58M
|
+52,494
|
+34%
|
|
|
58
|
NKCFO LLC
Geneva,
Illinois
|
$9.94M
|
–
|
–
|
–
|
|
|
59
|
Windham Capital Management
Boston,
Massachusetts
|
$9.59M
|
-$91.2K
|
-1,858
|
-0.9%
|
|
|
60
|
Money Design
Tokyo,
Japan
|
$8.63M
|
+$2.81M
|
+57,264
|
+48%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$8.6M
|
-$23.5K
|
-478
|
-0.3%
|
|
|
62
|
Portland Global Advisors
Portland,
Maine
|
$8.47M
|
+$1.54M
|
+31,370
|
+22%
|
|
|
63
|
Wealthspire Advisors (New York)
New York
|
$8.11M
|
+$6.71M
|
+136,759
|
+461%
|
|
|
64
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$8.01M
|
+$119K
|
+2,433
|
+2%
|
|
|
65
|
Morningstar Investment Services
Chicago,
Illinois
|
$7.44M
|
-$11.9M
|
-241,933
|
-61%
|
|
|
66
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$7.2M
|
-$530K
|
-10,792
|
-7%
|
|
|
67
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.12M
|
+$143K
|
+2,912
|
+2%
|
|
|
68
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$6.92M
|
-$13.7K
|
-280
|
-0.2%
|
|
|
69
|
Ballentine Partners
Waltham,
Massachusetts
|
$6.81M
|
-$708K
|
-14,426
|
-9%
|
|
|
70
|
|
$6.57M
|
-$619K
|
-12,606
|
-9%
|
|
|
71
|
Gradient Capital Advisors
San Diego,
California
|
$6.07M
|
-$1.17M
|
-23,869
|
-16%
|
|
|
72
|
Apella Capital
West Hartford,
Connecticut
|
$6.01M
|
+$6.05M
|
+123,268
|
New
|
|
|
73
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$5.67M
|
-$6.09M
|
-124,012
|
-52%
|
|
|
74
|
Granite Investment Advisors
Concord,
New Hampshire
|
$5.44M
|
-$382K
|
-7,786
|
-7%
|
|
|
75
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$5.39M
|
+$5.32M
|
+108,367
|
+4,903%
|
|
