|
51
|
University of Chicago
Chicago,
Illinois
|
$40.2M
|
–
|
–
|
–
|
|
|
52
|
Threadgill Financial
Spring,
Texas
|
$37.6M
|
-$12.3M
|
-107,329
|
-25%
|
|
|
53
|
Vernal Point Advisors
San Francisco,
California
|
$37.4M
|
-$12.5M
|
-108,356
|
-26%
|
|
|
54
|
BIP Wealth
Atlanta,
Georgia
|
$36.2M
|
+$4.36M
|
+37,902
|
+14%
|
|
|
55
|
Prudential plc
London, England,
United Kingdom
|
$35.5M
|
–
|
–
|
–
|
|
|
56
|
WJ Interests
Sugar Land,
Texas
|
$35.3M
|
-$280K
|
-2,432
|
-0.8%
|
|
|
57
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$32.5M
|
+$535K
|
+4,655
|
+2%
|
|
|
58
|
Prentice Wealth Management
Rochester,
New York
|
$30.8M
|
+$957K
|
+8,325
|
+3%
|
|
|
59
|
Global Endowment Management
Charlotte,
North Carolina
|
$30.5M
|
+$3.46M
|
+30,125
|
+13%
|
|
|
60
|
Brighton Jones LLC
Seattle,
Washington
|
$28.6M
|
-$197K
|
-1,711
|
-0.7%
|
|
|
61
|
Brown Advisory
Baltimore,
Maryland
|
$27.3M
|
+$214K
|
+1,862
|
+0.8%
|
|
|
62
|
Strategic Blueprint
Atlanta,
Georgia
|
$25.4M
|
+$2.55M
|
+22,216
|
+12%
|
|
|
63
|
Wealthspire Advisors (New York)
New York
|
$25.3M
|
-$1.94M
|
-16,871
|
-7%
|
|
|
64
|
Accredited Investors
Edina,
Minnesota
|
$25M
|
+$3.65M
|
+31,776
|
+18%
|
|
|
65
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$25M
|
+$38.5K
|
+335
|
+0.2%
|
|
|
66
|
Aspen Grove Capital
Avon,
Colorado
|
$24.9M
|
+$2.27M
|
+19,741
|
+10%
|
|
|
67
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$24.1M
|
-$1.35M
|
-11,723
|
-5%
|
|
|
68
|
Mather Group
Chicago,
Illinois
|
$24.1M
|
-$447K
|
-3,889
|
-2%
|
|
|
69
|
Bessemer Group
Woodbridge,
New Jersey
|
$24.1M
|
-$376K
|
-3,270
|
-2%
|
|
|
70
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24M
|
+$6.98M
|
+60,696
|
+43%
|
|
|
71
|
GoalFusion Wealth Management
Austin,
Texas
|
$22.9M
|
+$1.48M
|
+12,875
|
+7%
|
|
|
72
|
Lido Advisors
Los Angeles,
California
|
$22.8M
|
-$3.69M
|
-32,064
|
-14%
|
|
|
73
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$22.5M
|
+$17.9K
|
+156
|
+0.1%
|
|
|
74
|
Bank of New York Mellon
New York
|
$22.5M
|
-$64.1M
|
-556,963
|
-75%
|
|
|
75
|
Clearstead Advisors
Cleveland,
Ohio
|
$21.2M
|
+$78.5K
|
+683
|
+0.4%
|
|
