|
26
|
LPL Financial
San Diego,
California
|
$23.1M
|
+$11.5M
|
+179,416
|
+80%
|
|
|
27
|
Willis Johnson & Associates
Houston,
Texas
|
$23.1M
|
+$1.27M
|
+19,866
|
+5%
|
|
|
28
|
University of Maryland Foundation
Adelphi,
Maryland
|
$23M
|
–
|
–
|
–
|
|
|
29
|
United Capital Financial Advisors
Irving,
Texas
|
$22.9M
|
-$559K
|
-8,747
|
-2%
|
|
|
30
|
Ameraudi Asset Management
New York
|
$21M
|
+$66.6K
|
+1,042
|
+0.3%
|
|
|
31
|
Tolleson Wealth Management
Dallas,
Texas
|
$20.2M
|
+$329K
|
+5,144
|
+1%
|
|
|
32
|
Iconiq Capital
San Francisco,
California
|
$19.4M
|
+$33.6K
|
+526
|
+0.2%
|
|
|
33
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$18.7M
|
–
|
–
|
–
|
|
|
34
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$17.5M
|
–
|
–
|
–
|
|
|
35
|
|
$15.4M
|
+$1.5M
|
+23,507
|
+10%
|
|
|
36
|
Private Wealth Advisors (California)
Fresno,
California
|
$15.2M
|
+$39K
|
+610
|
+0.2%
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.2M
|
+$3.13M
|
+48,954
|
+23%
|
|
|
38
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$14.7M
|
+$922K
|
+14,436
|
+6%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$13.5M
|
-$856K
|
-13,394
|
-5%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.5M
|
-$185K
|
-2,892
|
-1%
|
|
|
41
|
Capital Advantage
Walnut Creek,
California
|
$12.3M
|
+$322K
|
+5,038
|
+2%
|
|
|
42
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12.1M
|
-$3.19K
|
-50
|
-0%
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$10.7M
|
+$870K
|
+13,621
|
+8%
|
|
|
44
|
Harrell Investment Partners
Austin,
Texas
|
$10.3M
|
+$4.15M
|
+65,009
|
+57%
|
|
|
45
|
|
$10M
|
-$1.36M
|
-21,262
|
-11%
|
|
|
46
|
|
$8.96M
|
+$1.44M
|
+22,546
|
+17%
|
|
|
47
|
GeoWealth Management
Chicago,
Illinois
|
$8.62M
|
+$3.64M
|
+56,924
|
+61%
|
|
|
48
|
Blue Trust Inc
Alpharetta,
Georgia
|
$8.55M
|
+$1.48M
|
+23,123
|
+21%
|
|
|
49
|
Rathbones Group
Liverpool,
United Kingdom
|
$7.66M
|
-$326K
|
-5,104
|
-4%
|
|
|
50
|
Ballentine Partners
Waltham,
Massachusetts
|
$7.45M
|
-$1.19M
|
-18,585
|
-13%
|
|
