|
26
|
Pasadena Private Wealth
Pasadena,
California
|
$11.7M
|
+$214K
|
+3,973
|
+2%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$11.1M
|
-$1.3M
|
-24,248
|
-10%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
-$4.61M
|
-85,657
|
-29%
|
|
|
29
|
United Bank (Georgia)
Zebulon,
Georgia
|
$10.4M
|
-$58.4K
|
-1,086
|
-0.5%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$9.85M
|
-$9.93M
|
-184,538
|
-48%
|
|
|
31
|
Bessemer Group
Woodbridge,
New Jersey
|
$9.6M
|
+$69.7K
|
+1,296
|
+0.7%
|
|
|
32
|
|
$9.48M
|
-$167K
|
-3,101
|
-2%
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.37M
|
+$321K
|
+5,965
|
+3%
|
|
|
34
|
Steph & Co
Marinette,
Wisconsin
|
$9.24M
|
-$88.3K
|
-1,642
|
-0.9%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.19M
|
-$194K
|
-3,615
|
-2%
|
|
|
36
|
M Holdings Securities
Portland,
Oregon
|
$8.86M
|
-$594K
|
-11,036
|
-6%
|
|
|
37
|
CoreCap Advisors
Southfield,
Michigan
|
$8.74M
|
+$157K
|
+2,921
|
+2%
|
|
|
38
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$8.67M
|
+$1.46M
|
+27,105
|
+18%
|
|
|
39
|
Brio Consultants
San Francisco,
California
|
$8.43M
|
+$153K
|
+2,838
|
+2%
|
|
|
40
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.29M
|
-$129K
|
-2,399
|
-1%
|
|
|
41
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$8.26M
|
+$253K
|
+4,701
|
+3%
|
|
|
42
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$7.51M
|
+$797K
|
+14,821
|
+11%
|
|
|
43
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$7.49M
|
-$304K
|
-5,655
|
-4%
|
|
|
44
|
VeraBank
Henderson,
Texas
|
$7.44M
|
+$514K
|
+9,559
|
+7%
|
|
|
45
|
Avos Capital Management
Seattle,
Washington
|
$7.31M
|
+$605K
|
+11,255
|
+8%
|
|
|
46
|
a16z Perennial Management
Menlo Park,
California
|
$7.25M
|
+$7.91M
|
+147,066
|
New
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$6.94M
|
+$1.42M
|
+26,429
|
+23%
|
|
|
48
|
Boltwood Capital Management
Walnut Creek,
California
|
$6.93M
|
+$612K
|
+11,377
|
+9%
|
|
|
49
|
Cambient Family Office
Ada,
Michigan
|
$6.77M
|
+$5.76K
|
+107
|
+0.1%
|
|
|
50
|
Vaquero Private Wealth
Dallas,
Texas
|
$6.5M
|
+$7.1M
|
+131,917
|
New
|
|
