|
26
|
Willis Johnson & Associates
Houston,
Texas
|
$29M
|
-$107K
|
-1,593
|
-0.4%
|
|
|
27
|
Ballentine Partners
Waltham,
Massachusetts
|
$28.6M
|
+$19.7M
|
+292,681
|
+226%
|
|
|
28
|
United Capital Financial Advisors
Irving,
Texas
|
$25M
|
-$164K
|
-2,449
|
-0.7%
|
|
|
29
|
University of Maryland Foundation
Adelphi,
Maryland
|
$24.1M
|
–
|
–
|
–
|
|
|
30
|
Iconiq Capital
San Francisco,
California
|
$23.2M
|
-$11.8K
|
-176
|
-0.1%
|
|
|
31
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$22M
|
–
|
–
|
–
|
|
|
32
|
LPL Financial
San Diego,
California
|
$20.4M
|
-$7.72M
|
-115,048
|
-28%
|
|
|
33
|
Ameraudi Asset Management
New York
|
$19.7M
|
-$3.94M
|
-58,711
|
-17%
|
|
|
34
|
|
$17.2M
|
+$2.84M
|
+42,350
|
+20%
|
|
|
35
|
Private Wealth Advisors (California)
Fresno,
California
|
$16.5M
|
+$821K
|
+12,234
|
+5%
|
|
|
36
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$16.3M
|
-$576K
|
-8,582
|
-3%
|
|
|
37
|
State Street
Boston,
Massachusetts
|
$16.2M
|
-$200M
|
-2,972,225
|
-93%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.1M
|
-$1.2M
|
-17,906
|
-7%
|
|
|
39
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$15.7M
|
+$292K
|
+4,356
|
+2%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$15.4M
|
-$149K
|
-2,214
|
-1%
|
|
|
41
|
|
$14.7M
|
-$5.62M
|
-83,745
|
-28%
|
|
|
42
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$13.3M
|
+$678K
|
+10,100
|
+10%
|
|
|
43
|
Integris Wealth Management
Monterey,
California
|
$13.2M
|
+$364K
|
+5,424
|
+3%
|
|
|
44
|
AGF Management
Toronto,
Ontario, Canada
|
$12.2M
|
+$33.7K
|
+502
|
+0.3%
|
|
|
45
|
Flow Traders U.S.
New York
|
$12M
|
+$11.8M
|
+176,340
|
New
|
|
|
46
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$11.8M
|
+$749K
|
+11,149
|
+7%
|
|
|
47
|
Greenline Partners
New York
|
$11.1M
|
+$547K
|
+8,142
|
+5%
|
|
|
48
|
BBJS Financial Advisors
Seattle,
Washington
|
$10.7M
|
-$156K
|
-2,329
|
-1%
|
|
|
49
|
Blue Edge Capital
Richmond,
Virginia
|
$9.71M
|
+$1.87M
|
+27,866
|
+24%
|
|
|
50
|
Rathbones Group
Liverpool,
United Kingdom
|
$9.44M
|
+$314K
|
+4,675
|
+3%
|
|
