|
51
|
Allen Investment Management
New York
|
$21.5M
|
–
|
–
|
–
|
|
|
52
|
Brown Advisory
Baltimore,
Maryland
|
$20.2M
|
+$691K
|
+8,093
|
+4%
|
|
|
53
|
|
$19.8M
|
+$7.88M
|
+92,216
|
+67%
|
|
|
54
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$19.7M
|
+$15M
|
+175,865
|
+476%
|
|
|
55
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$19.6M
|
+$747K
|
+8,750
|
+4%
|
|
|
56
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.6M
|
+$4.28M
|
+50,142
|
+30%
|
|
|
57
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$18.4M
|
+$17.8M
|
+208,673
|
+4,205%
|
|
|
58
|
Simon Quick Advisors
Morristown,
New Jersey
|
$18.2M
|
+$497K
|
+5,820
|
+3%
|
|
|
59
|
Banco Santander
Madrid,
Spain
|
$18M
|
+$4.92M
|
+57,538
|
+38%
|
|
|
60
|
Atria Investments
Charlotte,
North Carolina
|
$18M
|
+$941K
|
+11,011
|
+6%
|
|
|
61
|
Prentice Wealth Management
Rochester,
New York
|
$17.9M
|
+$722K
|
+8,454
|
+4%
|
|
|
62
|
GoalFusion Wealth Management
Austin,
Texas
|
$17.8M
|
+$826K
|
+9,668
|
+5%
|
|
|
63
|
WMS Partners
Towson,
Maryland
|
$17.5M
|
+$16.8M
|
+196,846
|
+3,393%
|
|
|
64
|
Mangham Associates
Charlottesville,
Virginia
|
$17.4M
|
+$26.1K
|
+305
|
+0.2%
|
|
|
65
|
Bank of New York Mellon
New York
|
$17.3M
|
-$1.48M
|
-17,316
|
-8%
|
|
|
66
|
Inscription Capital
Houston,
Texas
|
$17.1M
|
+$962K
|
+11,259
|
+6%
|
|
|
67
|
Bessemer Group
Woodbridge,
New Jersey
|
$17.1M
|
+$4.4M
|
+51,565
|
+35%
|
|
|
68
|
|
$16.8M
|
+$11M
|
+129,229
|
+198%
|
|
|
69
|
Truist Financial
Charlotte,
North Carolina
|
$15.3M
|
+$2.66M
|
+31,181
|
+21%
|
|
|
70
|
Cresset Asset Management
Chicago,
Illinois
|
$15M
|
-$7.97M
|
-93,320
|
-29%
|
|
|
71
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$14.4M
|
+$4.24M
|
+49,658
|
+42%
|
|
|
72
|
Parkwood LLC
Cleveland,
Ohio
|
$14.1M
|
–
|
–
|
–
|
|
|
73
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$13.9M
|
-$1.08M
|
-12,588
|
-7%
|
|
|
74
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$13.3M
|
-$384K
|
-4,491
|
-3%
|
|
|
75
|
Wealth Architects
Mountain View,
California
|
$13.2M
|
-$21.7K
|
-254
|
-0.2%
|
|
