|
51
|
Mangham Associates
Charlottesville,
Virginia
|
$20.8M
|
+$20K
|
+196
|
+0.1%
|
|
|
52
|
Newman & Schimel
Deerfield,
Illinois
|
$20M
|
-$888K
|
-8,709
|
-4%
|
|
|
53
|
Karpus Investment Management
Pittsford,
New York
|
$19.9M
|
+$19.6M
|
+192,400
|
New
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$19.8M
|
+$429K
|
+4,211
|
+2%
|
|
|
55
|
Angeles Investment Advisors
Santa Monica,
California
|
$19.8M
|
-$918K
|
-9,005
|
-5%
|
|
|
56
|
Stifel Financial
St. Louis,
Missouri
|
$19.7M
|
-$1.63M
|
-15,940
|
-8%
|
|
|
57
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.5M
|
+$1.96M
|
+19,230
|
+11%
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.3M
|
+$2.02M
|
+19,854
|
+12%
|
|
|
59
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$19M
|
+$1.5M
|
+14,750
|
+9%
|
|
|
60
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18.3M
|
-$1.18M
|
-11,549
|
-6%
|
|
|
61
|
Oxford Financial Group
Carmel,
Indiana
|
$18M
|
-$941K
|
-9,231
|
-5%
|
|
|
62
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$16.4M
|
-$1.18M
|
-11,541
|
-7%
|
|
|
63
|
SVB Wealth
Boston,
Massachusetts
|
$16.4M
|
+$157K
|
+1,535
|
+1%
|
|
|
64
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$16.1M
|
+$5.08M
|
+49,825
|
+47%
|
|
|
65
|
Wealth Architects
Mountain View,
California
|
$15.9M
|
-$7.85K
|
-77
|
-0.1%
|
|
|
66
|
American International Group
New York
|
$15.5M
|
+$5.1K
|
+50
|
+50%
|
|
|
67
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$15.4M
|
+$788K
|
+7,731
|
+5%
|
|
|
68
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$15.4M
|
-$3.2M
|
-31,400
|
-17%
|
|
|
69
|
Parkwood LLC
Cleveland,
Ohio
|
$15.3M
|
+$6.79M
|
+66,575
|
+82%
|
|
|
70
|
Prentice Wealth Management
Rochester,
New York
|
$15.3M
|
+$1.03M
|
+10,130
|
+7%
|
|
|
71
|
Evanson Asset Management
Carmel,
California
|
$14.6M
|
+$19.5K
|
+191
|
+0.1%
|
|
|
72
|
Mariner
Overland Park,
Kansas
|
$14.3M
|
+$755K
|
+7,403
|
+6%
|
|
|
73
|
WBH Advisory
Baltimore,
Maryland
|
$13.6M
|
-$387K
|
-3,797
|
-3%
|
|
|
74
|
Berman Capital Advisors
Atlanta,
Georgia
|
$13.3M
|
+$9.65M
|
+94,592
|
+284%
|
|
|
75
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$13.2M
|
-$12.8M
|
-125,407
|
-50%
|
|
