|
51
|
Brown Advisory
Baltimore,
Maryland
|
$20.1M
|
+$2.01M
|
+21,768
|
+10%
|
|
|
52
|
Atria Investments
Charlotte,
North Carolina
|
$19.7M
|
+$8.23M
|
+89,062
|
+63%
|
|
|
53
|
Nottingham Advisors
Amherst,
New York
|
$19.6M
|
+$21.2M
|
+229,728
|
New
|
|
|
54
|
Bank of New York Mellon
New York
|
$18.8M
|
-$650K
|
-7,029
|
-3%
|
|
|
55
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$18.7M
|
-$1.91M
|
-20,646
|
-9%
|
|
|
56
|
Simon Quick Advisors
Morristown,
New Jersey
|
$18.7M
|
+$16.4M
|
+177,911
|
+668%
|
|
|
57
|
Inscription Capital
Houston,
Texas
|
$18M
|
+$272K
|
+2,941
|
+1%
|
|
|
58
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$17.4M
|
-$11.3M
|
-121,889
|
-37%
|
|
|
59
|
Mangham Associates
Charlottesville,
Virginia
|
$17.1M
|
+$26.5K
|
+287
|
+0.1%
|
|
|
60
|
WJ Interests
Sugar Land,
Texas
|
$17M
|
+$18.4M
|
+198,954
|
New
|
|
|
61
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.6M
|
-$1.14M
|
-12,286
|
-6%
|
|
|
62
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15.8M
|
-$3.84M
|
-41,568
|
-18%
|
|
|
63
|
CPWM LLC
Seattle,
Washington
|
$15.5M
|
-$432K
|
-4,674
|
-3%
|
|
|
64
|
Newman & Schimel
Deerfield,
Illinois
|
$15.3M
|
-$39.1K
|
-423
|
-0.2%
|
|
|
65
|
Freestone Capital Holdings
Seattle,
Washington
|
$14.6M
|
-$2.37M
|
-25,613
|
-13%
|
|
|
66
|
GoalFusion Wealth Management
Austin,
Texas
|
$14.6M
|
+$901K
|
+9,749
|
+6%
|
|
|
67
|
Barings
Charlotte,
North Carolina
|
$14.5M
|
+$1.53M
|
+16,565
|
+11%
|
|
|
68
|
University of Maryland Foundation
Adelphi,
Maryland
|
$14.4M
|
-$3.98M
|
-43,042
|
-20%
|
|
|
69
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.2M
|
+$884K
|
+9,563
|
+6%
|
|
|
70
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$14.2M
|
+$707K
|
+7,649
|
+5%
|
|
|
71
|
Parkwood LLC
Cleveland,
Ohio
|
$14M
|
–
|
–
|
–
|
|
|
72
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$13.5M
|
+$3.26M
|
+35,210
|
+29%
|
|
|
73
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$13.3M
|
+$224K
|
+2,421
|
+2%
|
|
|
74
|
Wealth Architects
Mountain View,
California
|
$13.2M
|
+$25K
|
+270
|
+0.2%
|
|
|
75
|
Oxford Financial Group
Carmel,
Indiana
|
$12.9M
|
+$30K
|
+324
|
+0.2%
|
|
