|
101
|
Choreo LLC
Rockford,
Illinois
|
$38.5M
|
–
|
–
|
–
|
|
|
102
|
Greenlea Lane Capital Management
Weston,
Connecticut
|
$38.5M
|
+$37.9M
|
+71
|
New
|
|
|
103
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$38M
|
–
|
–
|
–
|
|
|
104
|
Segment Wealth Management
Houston,
Texas
|
$38M
|
–
|
–
|
–
|
|
|
105
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$38M
|
+$35.8M
|
+67
|
+2,233%
|
|
|
106
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$38M
|
+$1.07M
|
+2
|
+3%
|
|
|
107
|
William Blair & Company
Chicago,
Illinois
|
$37.4M
|
+$1.07M
|
+2
|
+3%
|
|
|
108
|
D.A. Davidson & Co
Great Falls,
Montana
|
$36.9M
|
+$534K
|
+1
|
+1%
|
|
|
109
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$36.9M
|
-$5.87M
|
-11
|
-14%
|
|
|
110
|
LPL Financial
San Diego,
California
|
$33.6M
|
-$4.8M
|
-9
|
-13%
|
|
|
111
|
|
$33.6M
|
+$33.1M
|
+62
|
New
|
|
|
112
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.1M
|
-$3.74M
|
-7
|
-10%
|
|
|
113
|
Silicon Valley Community Foundation
Mountain View,
California
|
$33.1M
|
–
|
–
|
–
|
|
|
114
|
Victory Capital Management
San Antonio,
Texas
|
$32.6M
|
-$39M
|
-73
|
-55%
|
|
|
115
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$32M
|
–
|
–
|
–
|
|
|
116
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$31.5M
|
-$4.27M
|
-8
|
-12%
|
|
|
117
|
Kelleher Financial Advisors
New York
|
$31.5M
|
–
|
–
|
–
|
|
|
118
|
Summit Street Capital Management
New York
|
$31.5M
|
–
|
–
|
–
|
|
|
119
|
Crewe Advisors
Salt Lake City,
Utah
|
$30.4M
|
–
|
–
|
–
|
|
|
120
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30.4M
|
+$3.74M
|
+7
|
+14%
|
|
|
121
|
Cresset Asset Management
Chicago,
Illinois
|
$29.8M
|
-$2.67M
|
-5
|
-8%
|
|
|
122
|
Lincoln Capital
Lincoln,
Nebraska
|
$29.8M
|
–
|
–
|
–
|
|
|
123
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$29.3M
|
–
|
–
|
–
|
|
|
124
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$28.8M
|
–
|
–
|
–
|
|
|
125
|
Hutner Capital Management
Manchester,
Vermont
|
$28.2M
|
–
|
–
|
–
|
|
