|
26
|
Ballentine Partners
Waltham,
Massachusetts
|
$29M
|
-$486K
|
-7,046
|
-2%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$25.7M
|
-$6.63K
|
-96
|
-0%
|
|
|
28
|
Angeles Investment Advisors
Santa Monica,
California
|
$25.6M
|
+$23.8M
|
+344,590
|
+1,490%
|
|
|
29
|
University of Maryland Foundation
Adelphi,
Maryland
|
$24.8M
|
–
|
–
|
–
|
|
|
30
|
Iconiq Capital
San Francisco,
California
|
$23.7M
|
-$135K
|
-1,962
|
-0.6%
|
|
|
31
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$22.7M
|
–
|
–
|
–
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.4M
|
-$29.1M
|
-421,844
|
-59%
|
|
|
33
|
LPL Financial
San Diego,
California
|
$19.8M
|
-$1.07M
|
-15,490
|
-5%
|
|
|
34
|
Ameraudi Asset Management
New York
|
$19.5M
|
-$749K
|
-10,849
|
-4%
|
|
|
35
|
Private Wealth Advisors (California)
Fresno,
California
|
$17.9M
|
+$990K
|
+14,334
|
+6%
|
|
|
36
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$17.5M
|
+$681K
|
+9,863
|
+4%
|
|
|
37
|
|
$17.3M
|
+$2.12M
|
+30,754
|
+14%
|
|
|
38
|
Greenline Partners
New York
|
$17.1M
|
+$5.64M
|
+81,658
|
+50%
|
|
|
39
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$17M
|
+$821K
|
+11,886
|
+5%
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.4M
|
-$187K
|
-2,714
|
-1%
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$15M
|
-$890K
|
-12,894
|
-6%
|
|
|
42
|
Integris Wealth Management
Monterey,
California
|
$13.8M
|
+$282K
|
+4,078
|
+2%
|
|
|
43
|
|
$13.6M
|
-$4.05M
|
-58,736
|
-23%
|
|
|
44
|
AGF Management
Toronto,
Ontario, Canada
|
$12.5M
|
-$39K
|
-565
|
-0.3%
|
|
|
45
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$12.3M
|
+$179K
|
+2,593
|
+1%
|
|
|
46
|
Blue Edge Capital
Richmond,
Virginia
|
$11.6M
|
+$1.65M
|
+23,909
|
+17%
|
|
|
47
|
BBJS Financial Advisors
Seattle,
Washington
|
$11M
|
-$8.77K
|
-127
|
-0.1%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$10.2M
|
+$660K
|
+9,560
|
+7%
|
|
|
49
|
Rathbones Group
Liverpool,
United Kingdom
|
$9.7M
|
-$1.86K
|
-27
|
-0%
|
|
|
50
|
Harrell Investment Partners
Austin,
Texas
|
$9.37M
|
-$155K
|
-2,238
|
-2%
|
|
