|
51
|
Wealthspire Advisors (New York)
New York
|
$26.2M
|
-$937K
|
-9,649
|
-3%
|
|
|
52
|
Simon Quick Advisors
Morristown,
New Jersey
|
$26.1M
|
+$616K
|
+6,347
|
+2%
|
|
|
53
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23.5M
|
-$1.71M
|
-17,639
|
-7%
|
|
|
54
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$23.3M
|
+$4.85M
|
+50,000
|
+25%
|
|
|
55
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$21.7M
|
-$342K
|
-3,521
|
-1%
|
|
|
56
|
Prentice Wealth Management
Rochester,
New York
|
$20.7M
|
+$708K
|
+7,294
|
+3%
|
|
|
57
|
|
$19M
|
+$6.31M
|
+65,031
|
+47%
|
|
|
58
|
Bessemer Group
Woodbridge,
New Jersey
|
$18.9M
|
–
|
–
|
–
|
|
|
59
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$18.9M
|
+$7.39M
|
+76,121
|
+60%
|
|
|
60
|
Allen Investment Management
New York
|
$18.2M
|
–
|
–
|
–
|
|
|
61
|
Bank of New York Mellon
New York
|
$18.2M
|
+$45.3K
|
+467
|
+0.2%
|
|
|
62
|
Clearstead Advisors
Cleveland,
Ohio
|
$18M
|
-$1.26M
|
-12,956
|
-6%
|
|
|
63
|
Cetera Advisor Networks
El Segundo,
California
|
$17.8M
|
+$4.61M
|
+47,481
|
+33%
|
|
|
64
|
Mangham Associates
Charlottesville,
Virginia
|
$17.8M
|
-$1.52M
|
-15,623
|
-8%
|
|
|
65
|
Accredited Investors
Edina,
Minnesota
|
$17.3M
|
+$2.19M
|
+22,525
|
+14%
|
|
|
66
|
Brighton Jones LLC
Seattle,
Washington
|
$17.2M
|
+$1.17M
|
+12,027
|
+7%
|
|
|
67
|
GoalFusion Wealth Management
Austin,
Texas
|
$16.6M
|
+$212K
|
+2,183
|
+1%
|
|
|
68
|
Madrone Advisors
Menlo Park,
California
|
$16.5M
|
+$12.5M
|
+128,260
|
+262%
|
|
|
69
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$16.2M
|
-$1.46M
|
-15,042
|
-8%
|
|
|
70
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$16.1M
|
-$14.2M
|
-146,615
|
-46%
|
|
|
71
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$15.7M
|
+$50K
|
+515
|
+0.3%
|
|
|
72
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.6M
|
+$14.8M
|
+152,781
|
+1,025%
|
|
|
73
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$15.5M
|
-$13.2M
|
-136,270
|
-45%
|
|
|
74
|
Parkwood LLC
Cleveland,
Ohio
|
$15.3M
|
–
|
–
|
–
|
|
|
75
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$15.3M
|
+$2.23M
|
+23,002
|
+16%
|
|
