|
201
|
Tiedemann Advisors
New York
|
$18.4M
|
-$207K
|
-2,612
|
-1%
|
|
|
202
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$18.4M
|
+$469K
|
+5,901
|
+3%
|
|
|
203
|
Bel Air Investment Advisors
Los Angeles,
California
|
$18.1M
|
+$475K
|
+5,975
|
+3%
|
|
|
204
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$18.1M
|
+$18.2M
|
+229,389
|
New
|
|
|
205
|
Monterey Private Wealth
Monterey,
California
|
$18M
|
+$902K
|
+11,352
|
+5%
|
|
|
206
|
Summit Financial Strategies
Columbus,
Ohio
|
$18M
|
+$3.71M
|
+46,640
|
+26%
|
|
|
207
|
Brighton Jones LLC
Seattle,
Washington
|
$17.8M
|
-$466K
|
-5,860
|
-3%
|
|
|
208
|
Evercore Wealth Management
New York
|
$17.7M
|
-$1.01M
|
-12,694
|
-5%
|
|
|
209
|
Pathstone Family Office
Englewood,
New Jersey
|
$17.4M
|
+$281K
|
+3,535
|
+2%
|
|
|
210
|
Private Advisor Group
Morristown,
New Jersey
|
$17.4M
|
+$3.35M
|
+42,206
|
+24%
|
|
|
211
|
Steward Partners Investment Advisory
New York
|
$17.3M
|
-$1.97M
|
-24,854
|
-10%
|
|
|
212
|
Palladium Partners
Norfolk,
Virginia
|
$17.2M
|
-$82.9K
|
-1,043
|
-0.5%
|
|
|
213
|
Salomon & Ludwin
Richmond,
Virginia
|
$17.2M
|
+$351K
|
+4,419
|
+2%
|
|
|
214
|
Natixis Advisors
Boston,
Massachusetts
|
$17M
|
+$449K
|
+5,652
|
+3%
|
|
|
215
|
Keel Point
Huntsville,
Alabama
|
$16.7M
|
-$2.07M
|
-26,114
|
-11%
|
|
|
216
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$16.7M
|
+$495K
|
+6,231
|
+3%
|
|
|
217
|
Veracity Capital
Atlanta,
Georgia
|
$16.6M
|
+$16.8M
|
+211,072
|
New
|
|
|
218
|
|
$16.4M
|
-$55.8M
|
-702,771
|
-77%
|
|
|
219
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$16.2M
|
+$1.35M
|
+17,000
|
+9%
|
|
|
220
|
Whittier Trust
South Pasadena,
California
|
$16.1M
|
-$1.71M
|
-21,502
|
-10%
|
|
|
221
|
Cetera Advisor Networks
El Segundo,
California
|
$16M
|
+$1.68M
|
+21,133
|
+12%
|
|
|
222
|
Advisor OS
Chicago,
Illinois
|
$16M
|
+$14.3M
|
+180,576
|
+807%
|
|
|
223
|
Lazard Asset Management
New York
|
$15.9M
|
-$5.06M
|
-63,684
|
-24%
|
|
|
224
|
US Financial Advisors
Braintree,
Massachusetts
|
$15.8M
|
-$5.33M
|
-67,057
|
-25%
|
|
|
225
|
SNS Financial Group
Minneapolis,
Minnesota
|
$15.6M
|
-$635K
|
-7,992
|
-4%
|
|
