|
51
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$18.9M
|
+$644K
|
+5,054
|
+4%
|
|
|
52
|
Caprock Group
Boise,
Idaho
|
$18.5M
|
+$516K
|
+4,046
|
+3%
|
|
|
53
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$17.9M
|
+$5.48M
|
+42,946
|
+46%
|
|
|
54
|
Beacon Pointe Advisors
Newport Beach,
California
|
$17.7M
|
+$1.39M
|
+10,880
|
+9%
|
|
|
55
|
Focus Partners Wealth
Boston,
Massachusetts
|
$17.7M
|
-$354K
|
-2,773
|
-2%
|
|
|
56
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$17.1M
|
+$115K
|
+900
|
+0.7%
|
|
|
57
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$16.1M
|
-$1.15M
|
-9,008
|
-7%
|
|
|
58
|
Mercer Global Advisors
Denver,
Colorado
|
$15.5M
|
+$4.95M
|
+38,828
|
+49%
|
|
|
59
|
Miracle Mile Advisors
Los Angeles,
California
|
$15.5M
|
-$438K
|
-3,439
|
-3%
|
|
|
60
|
One Day In July LLC
Burlington,
Vermont
|
$14.9M
|
+$155K
|
+1,213
|
+1%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.3M
|
-$811K
|
-6,364
|
-6%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.1M
|
+$25.2K
|
+198
|
+0.2%
|
|
|
63
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$14.1M
|
+$13.6M
|
+106,642
|
+236,982%
|
|
|
64
|
Bailard
Foster City,
California
|
$13.6M
|
+$11.3M
|
+88,809
|
+627%
|
|
|
65
|
Cambridge Associates
Boston,
Massachusetts
|
$13.4M
|
-$14.2M
|
-111,272
|
-52%
|
|
|
66
|
SageView Advisory Group
Newport Beach,
California
|
$13.2M
|
+$144K
|
+1,129
|
+1%
|
|
|
67
|
Farrell Financial
Orchard Park,
New York
|
$13M
|
-$88.9K
|
-697
|
-0.7%
|
|
|
68
|
Cresset Asset Management
Chicago,
Illinois
|
$12.3M
|
-$2.55K
|
-20
|
-0%
|
|
|
69
|
|
$12.2M
|
+$154K
|
+1,209
|
+1%
|
|
|
70
|
William Blair & Company
Chicago,
Illinois
|
$12.1M
|
+$1.03M
|
+8,094
|
+10%
|
|
|
71
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.1M
|
+$331K
|
+2,598
|
+3%
|
|
|
72
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$11M
|
-$484K
|
-3,796
|
-4%
|
|
|
73
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$1.06M
|
+8,280
|
+11%
|
|
|
74
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$10.6M
|
+$98.7K
|
+774
|
+1%
|
|
|
75
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$10.2M
|
+$638
|
+5
|
+0%
|
|
