|
26
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$27.8M
|
+$144K
|
+1,670
|
+0.5%
|
|
|
27
|
CSM Advisors
Warrendale,
Pennsylvania
|
$25.8M
|
+$479K
|
+5,532
|
+2%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$22.6M
|
-$6.03M
|
-69,700
|
-22%
|
|
|
29
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$22.6M
|
+$21.9M
|
+253,000
|
New
|
|
|
30
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.9M
|
+$4.01M
|
+46,379
|
+26%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$19.2M
|
+$738K
|
+8,533
|
+4%
|
|
|
32
|
Schroder Investment Management Group
London,
United Kingdom
|
$18.9M
|
+$1.31M
|
+15,110
|
+8%
|
|
|
33
|
CIBC World Market
Toronto,
Ontario, Canada
|
$17.1M
|
+$428K
|
+4,947
|
+3%
|
|
|
34
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$16.3M
|
-$551K
|
-6,368
|
-3%
|
|
|
35
|
AE Wealth Management
Topeka,
Kansas
|
$16.1M
|
+$566K
|
+6,537
|
+4%
|
|
|
36
|
Litman Gregory Wealth Management
Larkspur,
California
|
$16.1M
|
-$492K
|
-5,691
|
-3%
|
|
|
37
|
Atria Wealth Solutions
New York
|
$15.9M
|
+$5.15M
|
+59,570
|
+50%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.8M
|
-$99.4K
|
-1,149
|
-0.6%
|
|
|
39
|
Rockefeller Capital Management
New York
|
$15.6M
|
+$1.75M
|
+20,222
|
+13%
|
|
|
40
|
Moody National Bank Trust Division
Galveston,
Texas
|
$15.2M
|
+$5.06M
|
+58,495
|
+52%
|
|
|
41
|
Foster Group
West Des Moines,
Iowa
|
$14.8M
|
-$967K
|
-11,181
|
-6%
|
|
|
42
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$14.2M
|
+$12.5M
|
+144,926
|
+1,019%
|
|
|
43
|
|
$14.2M
|
-$3.09M
|
-35,718
|
-18%
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$13.2M
|
+$414K
|
+4,783
|
+3%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.1M
|
+$302K
|
+3,487
|
+2%
|
|
|
46
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$13.1M
|
+$36.1K
|
+417
|
+0.3%
|
|
|
47
|
Waverly Advisors
Birmingham,
Alabama
|
$12.9M
|
+$19.2K
|
+222
|
+0.2%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
+$1.5M
|
+17,302
|
+15%
|
|
|
49
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$11.9M
|
+$628K
|
+7,262
|
+6%
|
|
|
50
|
Phoenix Financial
Givatayim,
Israel
|
$11.7M
|
+$5.15M
|
+59,511
|
+84%
|
|
