|
51
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$30.1M
|
+$9.88M
|
+92,971
|
+50%
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$28.8M
|
+$5.85M
|
+55,031
|
+26%
|
|
|
53
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$28.7M
|
+$1.36M
|
+12,814
|
+5%
|
|
|
54
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$28.2M
|
+$280K
|
+2,633
|
+1%
|
|
|
55
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$28.2M
|
+$481K
|
+4,529
|
+2%
|
|
|
56
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$27.2M
|
+$5.74M
|
+54,022
|
+27%
|
|
|
57
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$24.2M
|
+$439K
|
+4,133
|
+2%
|
|
|
58
|
Karpus Investment Management
Pittsford,
New York
|
$24M
|
+$466K
|
+4,387
|
+2%
|
|
|
59
|
Brown Advisory
Baltimore,
Maryland
|
$23.1M
|
-$142K
|
-1,333
|
-0.6%
|
|
|
60
|
Freestone Capital Holdings
Seattle,
Washington
|
$21.7M
|
-$1.23M
|
-11,593
|
-5%
|
|
|
61
|
Mangham Associates
Charlottesville,
Virginia
|
$21.6M
|
+$32.1K
|
+302
|
+0.2%
|
|
|
62
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.4M
|
+$540K
|
+5,083
|
+3%
|
|
|
63
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.7M
|
+$37.5K
|
+353
|
+0.2%
|
|
|
64
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20.4M
|
+$1.67M
|
+15,685
|
+9%
|
|
|
65
|
Newman & Schimel
Deerfield,
Illinois
|
$19.2M
|
-$1.33M
|
-12,517
|
-7%
|
|
|
66
|
Parkwood LLC
Cleveland,
Ohio
|
$19M
|
-$499K
|
-4,700
|
-3%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$18.3M
|
+$1.06M
|
+9,987
|
+6%
|
|
|
68
|
CPWM LLC
Seattle,
Washington
|
$18.1M
|
+$18.9M
|
+177,506
|
New
|
|
|
69
|
Bessemer Group
Woodbridge,
New Jersey
|
$17.9M
|
+$6.85M
|
+64,505
|
+63%
|
|
|
70
|
Prentice Wealth Management
Rochester,
New York
|
$17.4M
|
+$825K
|
+7,764
|
+5%
|
|
|
71
|
Oxford Financial Group
Carmel,
Indiana
|
$17M
|
-$274K
|
-2,579
|
-2%
|
|
|
72
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$17M
|
+$16.8M
|
+158,101
|
New
|
|
|
73
|
Wealth Architects
Mountain View,
California
|
$16.4M
|
+$61.8K
|
+582
|
+0.4%
|
|
|
74
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$16.3M
|
+$253K
|
+2,381
|
+2%
|
|
|
75
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$16M
|
–
|
–
|
–
|
|
