|
51
|
Divergent Planning
Bethesda,
Maryland
|
$20.4M
|
+$348K
|
+3,618
|
+2%
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$20M
|
+$5.87M
|
+61,004
|
+42%
|
|
|
53
|
CPWM LLC
Seattle,
Washington
|
$19.7M
|
+$413K
|
+4,295
|
+2%
|
|
|
54
|
Newman & Schimel
Deerfield,
Illinois
|
$19.6M
|
+$1.56M
|
+16,208
|
+9%
|
|
|
55
|
Mangham Associates
Charlottesville,
Virginia
|
$19.5M
|
+$10.2K
|
+106
|
+0.1%
|
|
|
56
|
Angeles Investment Advisors
Santa Monica,
California
|
$19.4M
|
-$1.4M
|
-14,575
|
-7%
|
|
|
57
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18.3M
|
-$50.9K
|
-529
|
-0.3%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$18.1M
|
-$2.09M
|
-21,758
|
-10%
|
|
|
59
|
Oxford Financial Group
Carmel,
Indiana
|
$17.8M
|
-$326K
|
-3,393
|
-2%
|
|
|
60
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$17.5M
|
-$1.38M
|
-14,350
|
-7%
|
|
|
61
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$16.5M
|
–
|
–
|
–
|
|
|
62
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.5M
|
+$1.91M
|
+19,885
|
+13%
|
|
|
63
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.4M
|
-$654K
|
-6,802
|
-4%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.2M
|
+$1.94M
|
+20,167
|
+14%
|
|
|
65
|
SVB Wealth
Boston,
Massachusetts
|
$15.2M
|
-$3.43M
|
-35,719
|
-19%
|
|
|
66
|
Wealth Architects
Mountain View,
California
|
$14.9M
|
+$23.9K
|
+249
|
+0.2%
|
|
|
67
|
Inscription Capital
Houston,
Texas
|
$14.3M
|
+$4.71M
|
+49,024
|
+50%
|
|
|
68
|
Schroder Investment Management Group
London,
United Kingdom
|
$14.2M
|
+$5.93M
|
+61,677
|
+74%
|
|
|
69
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$13.7M
|
+$621K
|
+6,455
|
+5%
|
|
|
70
|
Evanson Asset Management
Carmel,
California
|
$13.6M
|
+$385
|
+4
|
+0%
|
|
|
71
|
Prentice Wealth Management
Rochester,
New York
|
$13.4M
|
+$13.2M
|
+137,323
|
New
|
|
|
72
|
Richard Bernstein Advisors
New York
|
$13.3M
|
+$9.31M
|
+96,778
|
+241%
|
|
|
73
|
WBH Advisory
Baltimore,
Maryland
|
$13M
|
-$506K
|
-5,263
|
-4%
|
|
|
74
|
Mariner
Overland Park,
Kansas
|
$12.7M
|
+$756K
|
+7,857
|
+6%
|
|
|
75
|
Advisory Alpha
Holland,
Michigan
|
$12M
|
+$447K
|
+4,653
|
+4%
|
|
