|
226
|
Concurrent Investment Advisors
Tampa,
Florida
|
$22M
|
+$2.73M
|
+58,795
|
+15%
|
|
|
227
|
Portland Global Advisors
Portland,
Maine
|
$21.9M
|
+$19.2K
|
+413
|
+0.1%
|
|
|
228
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$21.6M
|
-$90.3K
|
-1,947
|
-0.4%
|
|
|
229
|
Nuveen
Charlotte,
North Carolina
|
$21.5M
|
-$5.6M
|
-120,793
|
-22%
|
|
|
230
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$21.4M
|
-$1.6M
|
-34,566
|
-7%
|
|
|
231
|
Kestra Advisory Services
Austin,
Texas
|
$21.2M
|
+$1.85M
|
+39,809
|
+10%
|
|
|
232
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$21.1M
|
-$154K
|
-3,325
|
-0.8%
|
|
|
233
|
Legacy Private Trust
Neenah,
Wisconsin
|
$20.9M
|
+$2.29M
|
+49,418
|
+13%
|
|
|
234
|
Lido Advisors
Los Angeles,
California
|
$20.9M
|
+$13M
|
+279,833
|
+197%
|
|
|
235
|
PrairieView Partners
St. Paul,
Minnesota
|
$20.9M
|
-$192K
|
-4,139
|
-1%
|
|
|
236
|
Custos Family Office
Austin,
Texas
|
$20.8M
|
+$2.97M
|
+64,016
|
+18%
|
|
|
237
|
Wharton Business Group
Malvern,
Pennsylvania
|
$20.8M
|
-$448K
|
-9,664
|
-2%
|
|
|
238
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$20.5M
|
+$3.1M
|
+66,786
|
+19%
|
|
|
239
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$20.3M
|
+$14.6M
|
+315,548
|
+329%
|
|
|
240
|
Manning & Napier Advisors
Fairport,
New York
|
$20.3M
|
-$2.03M
|
-43,833
|
-10%
|
|
|
241
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$20.1M
|
+$11M
|
+236,261
|
+139%
|
|
|
242
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$19.8M
|
+$312K
|
+6,733
|
+2%
|
|
|
243
|
Banco Santander
Madrid,
Spain
|
$19.8M
|
+$4.25M
|
+91,642
|
+30%
|
|
|
244
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$19.5M
|
+$1.31M
|
+28,290
|
+8%
|
|
|
245
|
Tocqueville Asset Management
New York
|
$19.5M
|
-$589K
|
-12,707
|
-3%
|
|
|
246
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$19.2M
|
–
|
–
|
–
|
|
|
247
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$19M
|
+$1.12M
|
+24,220
|
+7%
|
|
|
248
|
Allianz Asset Management
Munich,
Germany
|
$18.9M
|
+$11.8M
|
+255,228
|
+200%
|
|
|
249
|
Citizens Financial Group
Providence,
Rhode Island
|
$18.9M
|
+$23.6K
|
+508
|
+0.1%
|
|
|
250
|
Fiduciary Trust
Boston,
Massachusetts
|
$18.6M
|
-$436K
|
-9,392
|
-2%
|
|
