|
51
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$58.1M
|
-$60.9M
|
-1,036,730
|
-51%
|
|
|
52
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$57.5M
|
-$1.26M
|
-21,445
|
-2%
|
|
|
53
|
Mather Group
Chicago,
Illinois
|
$51.7M
|
-$57M
|
-969,816
|
-52%
|
|
|
54
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$50.7M
|
+$1.6M
|
+27,272
|
+3%
|
|
|
55
|
Constellation Investments
Montgomery,
Ohio
|
$50.2M
|
+$50.8M
|
+865,000
|
New
|
|
|
56
|
Libra Wealth
Los Gatos,
California
|
$48.3M
|
+$2.61M
|
+44,331
|
+6%
|
|
|
57
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$47.9M
|
+$3.39M
|
+57,754
|
+8%
|
|
|
58
|
Cliffwater
Marina Del Rey,
California
|
$44.5M
|
–
|
–
|
–
|
|
|
59
|
Opus Capital Group
Cincinnati,
Ohio
|
$43.8M
|
+$2.79M
|
+47,492
|
+7%
|
|
|
60
|
PrairieView Partners
St. Paul,
Minnesota
|
$42.9M
|
+$2.41M
|
+41,077
|
+6%
|
|
|
61
|
Tanglewood Wealth Management
Houston,
Texas
|
$42.8M
|
-$888K
|
-15,114
|
-2%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$42.4M
|
+$2.26M
|
+38,394
|
+6%
|
|
|
63
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$40.5M
|
-$7.12M
|
-121,171
|
-15%
|
|
|
64
|
Atria Investments
Charlotte,
North Carolina
|
$40.4M
|
-$1.92M
|
-32,601
|
-4%
|
|
|
65
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$40.3M
|
-$2.79M
|
-47,413
|
-6%
|
|
|
66
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$40M
|
-$804K
|
-13,686
|
-2%
|
|
|
67
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.4M
|
+$9.29M
|
+158,104
|
+30%
|
|
|
68
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$38.5M
|
-$2.15M
|
-36,637
|
-5%
|
|
|
69
|
|
$36.9M
|
+$110K
|
+1,866
|
+0.3%
|
|
|
70
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$35.9M
|
-$25.3M
|
-429,778
|
-41%
|
|
|
71
|
Northwest Wealth Management
Spencer,
Iowa
|
$35.9M
|
+$11.1M
|
+189,426
|
+44%
|
|
|
72
|
Executive Wealth Management
Brighton,
Michigan
|
$35M
|
+$922K
|
+15,685
|
+3%
|
|
|
73
|
Portland Global Advisors
Portland,
Maine
|
$34.7M
|
+$5.07M
|
+86,181
|
+17%
|
|
|
74
|
Oakworth Capital
Birmingham,
Alabama
|
$34.4M
|
+$1.96M
|
+33,271
|
+6%
|
|
|
75
|
GLOBALT Investments
Atlanta,
Georgia
|
$33M
|
-$1.34M
|
-22,726
|
-4%
|
|
