|
51
|
Bogart Wealth LLC
Mclean,
Virginia
|
$32.6M
|
+$4.92M
|
+49,370
|
+18%
|
|
|
52
|
EPIQ Capital Group
San Francisco,
California
|
$31.9M
|
-$330K
|
-3,308
|
-1%
|
|
|
53
|
Madrona Financial Services
Everett,
Washington
|
$31.3M
|
-$16.6M
|
-166,693
|
-35%
|
|
|
54
|
Karpus Investment Management
Pittsford,
New York
|
$31M
|
-$152K
|
-1,522
|
-0.5%
|
|
|
55
|
United Capital Financial Advisors
Irving,
Texas
|
$30.9M
|
-$1.22M
|
-12,232
|
-4%
|
|
|
56
|
Perella Weinberg Partners Capital Management
New York
|
$30.8M
|
–
|
–
|
–
|
|
|
57
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$29.6M
|
+$3.55M
|
+35,675
|
+15%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$28.6M
|
-$140K
|
-1,405
|
-0.5%
|
|
|
59
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$28.2M
|
+$9.2M
|
+92,342
|
+49%
|
|
|
60
|
Community Bank
Dewitt,
New York
|
$26.9M
|
-$847K
|
-8,505
|
-3%
|
|
|
61
|
Banco Santander
Madrid,
Spain
|
$26.7M
|
+$6.79M
|
+68,170
|
+34%
|
|
|
62
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$26.6M
|
–
|
–
|
–
|
|
|
63
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$26.5M
|
-$1.87M
|
-18,790
|
-7%
|
|
|
64
|
|
$26.1M
|
+$1.39M
|
+13,997
|
+6%
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$25M
|
-$690K
|
-6,925
|
-3%
|
|
|
66
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$25M
|
+$9.28M
|
+93,122
|
+59%
|
|
|
67
|
Cambridge Associates
Boston,
Massachusetts
|
$23.7M
|
+$2.39M
|
+24,000
|
+11%
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
$23.4M
|
+$531K
|
+5,333
|
+2%
|
|
|
69
|
LPL Financial
San Diego,
California
|
$23.2M
|
+$1.81M
|
+18,143
|
+8%
|
|
|
70
|
CPWM LLC
Seattle,
Washington
|
$22.7M
|
+$829K
|
+8,320
|
+4%
|
|
|
71
|
Cresset Asset Management
Chicago,
Illinois
|
$20.1M
|
+$100
|
+1
|
+0%
|
|
|
72
|
Nationwide Asset Management
Columbus,
Ohio
|
$19.9M
|
+$180M
|
+1,803,000
|
+931%
|
|
|
73
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$18.5M
|
+$63.8K
|
+640
|
+0.3%
|
|
|
74
|
Fort Point Capital Partners
San Francisco,
California
|
$18.1M
|
+$2.89K
|
+29
|
+0%
|
|
|
75
|
IEQ Capital
Foster City,
California
|
$16.7M
|
-$187K
|
-1,878
|
-1%
|
|
