|
51
|
Mangham Associates
Charlottesville,
Virginia
|
$15.9M
|
+$17K
|
+194
|
+0.1%
|
|
|
52
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.9M
|
+$667K
|
+7,585
|
+4%
|
|
|
53
|
Prentice Wealth Management
Rochester,
New York
|
$15.7M
|
+$17.5M
|
+198,664
|
New
|
|
|
54
|
Atria Investments
Charlotte,
North Carolina
|
$15.6M
|
-$2.96M
|
-33,661
|
-15%
|
|
|
55
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$15.1M
|
+$495K
|
+5,636
|
+3%
|
|
|
56
|
Inscription Capital
Houston,
Texas
|
$14.8M
|
-$2.04M
|
-23,195
|
-11%
|
|
|
57
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$14.4M
|
-$1.82M
|
-20,717
|
-10%
|
|
|
58
|
GoalFusion Wealth Management
Austin,
Texas
|
$14.4M
|
+$1.06M
|
+12,028
|
+7%
|
|
|
59
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$13.7M
|
+$15.3M
|
+174,255
|
New
|
|
|
60
|
Nottingham Advisors
Amherst,
New York
|
$13.5M
|
-$5.16M
|
-58,711
|
-26%
|
|
|
61
|
Barings
Charlotte,
North Carolina
|
$13.4M
|
–
|
–
|
–
|
|
|
62
|
University of Maryland Foundation
Adelphi,
Maryland
|
$13.3M
|
–
|
–
|
–
|
|
|
63
|
CPWM LLC
Seattle,
Washington
|
$13.2M
|
-$1.19M
|
-13,503
|
-7%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$13M
|
-$99.3K
|
-1,130
|
-0.7%
|
|
|
65
|
Parkwood LLC
Cleveland,
Ohio
|
$12.9M
|
–
|
–
|
–
|
|
|
66
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$12.5M
|
-$5.01K
|
-57
|
-0%
|
|
|
67
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$12.3M
|
-$5.97K
|
-68
|
-0%
|
|
|
68
|
Wealth Architects
Mountain View,
California
|
$12.1M
|
-$73.5K
|
-837
|
-0.5%
|
|
|
69
|
Banco Santander
Madrid,
Spain
|
$11.9M
|
+$3.23M
|
+36,760
|
+32%
|
|
|
70
|
Brighton Jones LLC
Seattle,
Washington
|
$11.7M
|
+$795K
|
+9,044
|
+6%
|
|
|
71
|
Oxford Financial Group
Carmel,
Indiana
|
$11.6M
|
-$370K
|
-4,208
|
-3%
|
|
|
72
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$11.6M
|
-$364K
|
-4,141
|
-3%
|
|
|
73
|
Truist Financial
Charlotte,
North Carolina
|
$11.6M
|
+$235K
|
+2,677
|
+2%
|
|
|
74
|
Bessemer Group
Woodbridge,
New Jersey
|
$11.5M
|
+$1.84M
|
+20,904
|
+17%
|
|
|
75
|
WBH Advisory
Baltimore,
Maryland
|
$11.1M
|
+$1.28M
|
+14,514
|
+12%
|
|
