|
101
|
Tiedemann Advisors
New York
|
$10.6M
|
-$176K
|
-690
|
-2%
|
|
|
102
|
Fidelity Investments
Boston,
Massachusetts
|
$10.4M
|
-$142K
|
-556
|
-1%
|
|
|
103
|
Agilis Partners
Waltham,
Massachusetts
|
$10.3M
|
-$1.47M
|
-5,738
|
-12%
|
|
|
104
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$10.2M
|
+$2.34M
|
+9,144
|
+28%
|
|
|
105
|
First Horizon Advisors
Memphis,
Tennessee
|
$10.2M
|
-$900K
|
-3,521
|
-8%
|
|
|
106
|
Brown Advisory
Baltimore,
Maryland
|
$9.98M
|
-$336K
|
-1,314
|
-3%
|
|
|
107
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$9.95M
|
–
|
–
|
–
|
|
|
108
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$9.86M
|
-$28.1K
|
-110
|
-0.3%
|
|
|
109
|
Intelligence Driven Advisers
Carlsbad,
California
|
$9.78M
|
-$821K
|
-3,212
|
-7%
|
|
|
110
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$9.77M
|
-$131K
|
-514
|
-1%
|
|
|
111
|
BigSur Wealth Management
Miami,
Florida
|
$9.72M
|
–
|
–
|
–
|
|
|
112
|
Truist Financial
Charlotte,
North Carolina
|
$9.52M
|
+$168K
|
+659
|
+2%
|
|
|
113
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$9.38M
|
+$9.2K
|
+36
|
+0.1%
|
|
|
114
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$9.29M
|
–
|
–
|
–
|
|
|
115
|
UMB Bank
Kansas City,
Missouri
|
$9.22M
|
+$152K
|
+595
|
+2%
|
|
|
116
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$8.98M
|
-$1.31M
|
-5,111
|
-12%
|
|
|
117
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$8.76M
|
–
|
–
|
–
|
|
|
118
|
Allen Investment Management
New York
|
$8.67M
|
–
|
–
|
–
|
|
|
119
|
Regis Management Company
Menlo Park,
California
|
$8.66M
|
–
|
–
|
–
|
|
|
120
|
Cetera Advisor Networks
El Segundo,
California
|
$8.61M
|
-$560K
|
-2,191
|
-6%
|
|
|
121
|
WhitTier Trust Company
Reno,
Nevada
|
$8.56M
|
+$926K
|
+3,623
|
+12%
|
|
|
122
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.38M
|
+$157K
|
+615
|
+2%
|
|
|
123
|
|
$8.28M
|
-$198K
|
-775
|
-2%
|
|
|
124
|
MML Investors Services
Springfield,
Massachusetts
|
$8.21M
|
-$5.29M
|
-20,690
|
-38%
|
|
|
125
|
Lido Advisors
Los Angeles,
California
|
$8.09M
|
-$113K
|
-444
|
-1%
|
|
