|
101
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$18.7M
|
-$225K
|
-1,360
|
-1%
|
|
|
102
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
$18.7M
|
+$8.19M
|
+49,482
|
+73%
|
|
|
103
|
Brickley Wealth Management
San Mateo,
California
|
$18.6M
|
-$66.5K
|
-402
|
-0.3%
|
|
|
104
|
Corient Private Wealth
Miami,
Florida
|
$18.3M
|
+$2.11M
|
+12,755
|
+12%
|
|
|
105
|
Estate Counselors
Thiensville,
Wisconsin
|
$18.3M
|
+$9.5M
|
+57,390
|
+99%
|
|
|
106
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$17.8M
|
-$1.97M
|
-11,922
|
-10%
|
|
|
107
|
Sepio Capital
Salt Lake City,
Utah
|
$17.6M
|
-$359K
|
-2,166
|
-2%
|
|
|
108
|
NewEdge Advisors
New Orleans,
Louisiana
|
$17.6M
|
-$210K
|
-1,268
|
-1%
|
|
|
109
|
Arista Wealth Management
Las Vegas,
Nevada
|
$17.5M
|
-$4.96M
|
-29,957
|
-21%
|
|
|
110
|
Coastline Trust
Providence,
Rhode Island
|
$17.1M
|
+$9.58M
|
+57,850
|
+116%
|
|
|
111
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$16.8M
|
+$539K
|
+3,255
|
+3%
|
|
|
112
|
Relative Value Partners Group
|
$16.4M
|
+$1.33M
|
+8,006
|
+8%
|
|
|
113
|
Pasadena Private Wealth
Pasadena,
California
|
$16M
|
-$808K
|
-4,882
|
-5%
|
|
|
114
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.9M
|
+$16.6K
|
+100
|
+0.1%
|
|
|
115
|
Private Advisor Group
Morristown,
New Jersey
|
$15.8M
|
-$2.86M
|
-17,289
|
-15%
|
|
|
116
|
Studio Investment Management
Chicago,
Illinois
|
$15.7M
|
-$258K
|
-1,558
|
-2%
|
|
|
117
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$15.5M
|
+$394K
|
+2,381
|
+3%
|
|
|
118
|
Avior Wealth Management
Omaha,
Nebraska
|
$15M
|
-$281K
|
-1,695
|
-2%
|
|
|
119
|
Carlson Capital Management
Northfield,
Minnesota
|
$15M
|
-$140K
|
-843
|
-0.9%
|
|
|
120
|
Fidelity Investments
Boston,
Massachusetts
|
$14.7M
|
+$1.74M
|
+10,529
|
+13%
|
|
|
121
|
University of Maryland Foundation
Adelphi,
Maryland
|
$14.5M
|
–
|
–
|
–
|
|
|
122
|
Natixis Advisors
Boston,
Massachusetts
|
$14.3M
|
-$3.22M
|
-19,478
|
-18%
|
|
|
123
|
Total Wealth Planning
Cincinnati,
Ohio
|
$14.2M
|
+$628K
|
+3,793
|
+4%
|
|
|
124
|
Partners in Financial Planning
Salem,
Virginia
|
$13.8M
|
+$134K
|
+807
|
+0.9%
|
|
|
125
|
Avion Wealth
The Woodlands,
Texas
|
$13.6M
|
+$452K
|
+2,728
|
+3%
|
|
