|
101
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$11.7M
|
-$178K
|
-742
|
-2%
|
|
|
102
|
First Horizon Advisors
Memphis,
Tennessee
|
$11.4M
|
+$846K
|
+3,520
|
+8%
|
|
|
103
|
Tiedemann Advisors
New York
|
$11.1M
|
-$255K
|
-1,062
|
-2%
|
|
|
104
|
Fidelity Investments
Boston,
Massachusetts
|
$11M
|
+$2.04M
|
+8,480
|
+24%
|
|
|
105
|
Intelligence Driven Advisers
Carlsbad,
California
|
$11M
|
-$2.36M
|
-9,805
|
-18%
|
|
|
106
|
Brown Advisory
Baltimore,
Maryland
|
$10.7M
|
+$380K
|
+1,582
|
+4%
|
|
|
107
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$10.6M
|
+$579K
|
+2,409
|
+6%
|
|
|
108
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$10.3M
|
+$9.22M
|
+38,350
|
+1,704%
|
|
|
109
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$10.3M
|
+$59.6K
|
+248
|
+0.6%
|
|
|
110
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$10.3M
|
+$20.4K
|
+85
|
+0.2%
|
|
|
111
|
BigSur Wealth Management
Miami,
Florida
|
$10.1M
|
–
|
–
|
–
|
|
|
112
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$9.73M
|
+$8.66K
|
+36
|
+0.1%
|
|
|
113
|
Truist Financial
Charlotte,
North Carolina
|
$9.71M
|
-$28.6K
|
-119
|
-0.3%
|
|
|
114
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$9.65M
|
–
|
–
|
–
|
|
|
115
|
Cetera Advisor Networks
El Segundo,
California
|
$9.5M
|
-$154K
|
-642
|
-2%
|
|
|
116
|
UMB Bank
Kansas City,
Missouri
|
$9.43M
|
-$66.6K
|
-277
|
-0.7%
|
|
|
117
|
Strategic Investment Management
Arlington,
Virginia
|
$9.35M
|
-$26.5K
|
-110
|
-0.3%
|
|
|
118
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$9.09M
|
+$7.18M
|
+29,875
|
+510%
|
|
|
119
|
Allen Investment Management
New York
|
$9M
|
–
|
–
|
–
|
|
|
120
|
Regis Management Company
Menlo Park,
California
|
$8.99M
|
–
|
–
|
–
|
|
|
121
|
RhumbLine Advisers
Boston,
Massachusetts
|
$8.91M
|
-$1.05M
|
-4,382
|
-11%
|
|
|
122
|
|
$8.79M
|
-$358K
|
-1,490
|
-4%
|
|
|
123
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.55M
|
-$7.94K
|
-33
|
-0.1%
|
|
|
124
|
Lido Advisors
Los Angeles,
California
|
$8.51M
|
-$102K
|
-425
|
-1%
|
|
|
125
|
Creative Planning
Overland Park,
Kansas
|
$8.15M
|
+$199K
|
+829
|
+3%
|
|
