|
126
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.5M
|
+$262K
|
+683
|
+2%
|
|
|
127
|
BigSur Wealth Management
Miami,
Florida
|
$12.3M
|
–
|
–
|
–
|
|
|
128
|
Stifel Financial
St. Louis,
Missouri
|
$12M
|
+$1.25M
|
+3,256
|
+12%
|
|
|
129
|
UMB Bank
Kansas City,
Missouri
|
$11.9M
|
-$784K
|
-2,042
|
-6%
|
|
|
130
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$11.5M
|
+$31.9K
|
+83
|
+0.3%
|
|
|
131
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$11.5M
|
+$11.4M
|
+29,669
|
+92,716%
|
|
|
132
|
JVL Associates
Wyoming,
Michigan
|
$11.3M
|
–
|
–
|
–
|
|
|
133
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$10.9M
|
+$10.8M
|
+28,152
|
New
|
|
|
134
|
Post Resch Tallon Group
Pittsford,
New York
|
$10.4M
|
+$1.15M
|
+2,996
|
+12%
|
|
|
135
|
Apella Capital
West Hartford,
Connecticut
|
$10.3M
|
+$7.81M
|
+20,350
|
+329%
|
|
|
136
|
AllianceBernstein
Nashville,
Tennessee
|
$10.3M
|
+$231K
|
+601
|
+2%
|
|
|
137
|
Allspring Global Investments
Charlotte,
North Carolina
|
$10.1M
|
-$608K
|
-1,585
|
-6%
|
|
|
138
|
One Day In July LLC
Burlington,
Vermont
|
$9.95M
|
+$72.5K
|
+189
|
+0.7%
|
|
|
139
|
Pathstone Holdings
Englewood,
New Jersey
|
$9.93M
|
+$51K
|
+133
|
+0.5%
|
|
|
140
|
|
$9.68M
|
+$1.19M
|
+3,096
|
+14%
|
|
|
141
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.66M
|
+$1.48M
|
+3,856
|
+18%
|
|
|
142
|
Vanguard Group
Malvern,
Pennsylvania
|
$9.6M
|
–
|
–
|
–
|
|
|
143
|
Rebalance
Palo Alto,
California
|
$9.55M
|
+$16.9K
|
+44
|
+0.2%
|
|
|
144
|
Humankind Investments
New York
|
$9.5M
|
–
|
–
|
–
|
|
|
145
|
Aspiriant LLC
Los Angeles,
California
|
$9.48M
|
-$365K
|
-951
|
-4%
|
|
|
146
|
KeyBank National Association
Cleveland,
Ohio
|
$9.47M
|
+$4.61K
|
+12
|
+0%
|
|
|
147
|
Advisory Services Network
Atlanta,
Georgia
|
$9.46M
|
+$890K
|
+2,318
|
+10%
|
|
|
148
|
Forte Asset Management
Bedford,
New York
|
$9.03M
|
-$5.76K
|
-15
|
-0.1%
|
|
|
149
|
Fiduciary Trust
Boston,
Massachusetts
|
$8.9M
|
-$91.7K
|
-239
|
-1%
|
|
|
150
|
Norris Perne & French
Grand Rapids,
Michigan
|
$8.85M
|
–
|
–
|
–
|
|
