|
26
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$785K
|
+12,579
|
+3%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$23.8M
|
-$1.73M
|
-27,756
|
-7%
|
|
|
28
|
University of Maryland Foundation
Adelphi,
Maryland
|
$22.9M
|
-$2.82M
|
-45,283
|
-11%
|
|
|
29
|
Ameraudi Asset Management
New York
|
$22.5M
|
-$1.04M
|
-16,666
|
-5%
|
|
|
30
|
Iconiq Capital
San Francisco,
California
|
$22M
|
+$314K
|
+5,038
|
+1%
|
|
|
31
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$20.9M
|
–
|
–
|
–
|
|
|
32
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$19.9M
|
+$273K
|
+4,372
|
+1%
|
|
|
33
|
|
$19.4M
|
+$7.9M
|
+126,592
|
+73%
|
|
|
34
|
|
$19.3M
|
+$8.94M
|
+143,270
|
+92%
|
|
|
35
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$18.7M
|
+$18.1M
|
+290,050
|
New
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.4M
|
-$544K
|
-8,718
|
-3%
|
|
|
37
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$16M
|
-$445K
|
-7,139
|
-3%
|
|
|
38
|
Private Wealth Advisors (California)
Fresno,
California
|
$14.8M
|
-$2.11M
|
-33,871
|
-13%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$14.8M
|
-$370K
|
-5,926
|
-3%
|
|
|
40
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$14.6M
|
+$14.2M
|
+227,469
|
New
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.3M
|
+$319K
|
+5,107
|
+2%
|
|
|
42
|
Tolleson Wealth Management
Dallas,
Texas
|
$13.9M
|
-$8.46M
|
-135,591
|
-39%
|
|
|
43
|
|
$13.6M
|
-$3.51M
|
-56,318
|
-21%
|
|
|
44
|
Integris Wealth Management
Monterey,
California
|
$12.1M
|
+$11.8M
|
+188,520
|
New
|
|
|
45
|
AGF Management
Toronto,
Ontario, Canada
|
$11.6M
|
+$11.2M
|
+179,740
|
New
|
|
|
46
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$10.4M
|
+$9.42M
|
+151,062
|
+1,364%
|
|
|
47
|
BBJS Financial Advisors
Seattle,
Washington
|
$10.3M
|
+$10M
|
+160,560
|
New
|
|
|
48
|
Greenline Partners
New York
|
$9.98M
|
+$1.85M
|
+29,588
|
+24%
|
|
|
49
|
GeoWealth Management
Chicago,
Illinois
|
$9.67M
|
+$14K
|
+225
|
+0.1%
|
|
|
50
|
Harrell Investment Partners
Austin,
Texas
|
$9.64M
|
-$1.85M
|
-29,669
|
-17%
|
|
