|
101
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$48.4M
|
-$623K
|
-11,505
|
-1%
|
|
|
102
|
Center for Financial Planning
Southfied,
Michigan
|
$46.9M
|
-$137K
|
-2,532
|
-0.3%
|
|
|
103
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$46.7M
|
+$18.6M
|
+343,085
|
+72%
|
|
|
104
|
Dan L. Duncan Foundation
Houston,
Texas
|
$46.1M
|
-$4.52M
|
-83,410
|
-9%
|
|
|
105
|
Jasper Ridge Partners
Menlo Park,
California
|
$43.5M
|
-$126M
|
-2,324,022
|
-75%
|
|
|
106
|
Intrust Bank
Wichita,
Kansas
|
$42.9M
|
+$5.86M
|
+108,199
|
+17%
|
|
|
107
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$42.9M
|
-$276K
|
-5,085
|
-0.7%
|
|
|
108
|
Ritholtz Wealth Management
New York
|
$42.9M
|
+$40.1M
|
+740,843
|
+8,391%
|
|
|
109
|
First Business Financial Services
Madison,
Wisconsin
|
$42.7M
|
-$2.37M
|
-43,747
|
-6%
|
|
|
110
|
Berman Capital Advisors
Atlanta,
Georgia
|
$41.5M
|
+$684K
|
+12,618
|
+2%
|
|
|
111
|
First Command Bank
Fort Worth,
Texas
|
$41.4M
|
+$32.9M
|
+607,368
|
+517%
|
|
|
112
|
First Command Financial Services
Fort Worth,
Texas
|
$41.4M
|
+$32.9M
|
+607,368
|
+517%
|
|
|
113
|
Regis Management Company
Menlo Park,
California
|
$41M
|
-$2.09M
|
-38,614
|
-5%
|
|
|
114
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$41M
|
+$3.47M
|
+64,017
|
+10%
|
|
|
115
|
Cresset Asset Management
Chicago,
Illinois
|
$41M
|
+$12M
|
+221,960
|
+45%
|
|
|
116
|
Equitable Holdings
New York
|
$40.8M
|
-$3.46M
|
-63,768
|
-8%
|
|
|
117
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$40.6M
|
+$12.1M
|
+223,866
|
+46%
|
|
|
118
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40.5M
|
-$5.42M
|
-99,971
|
-12%
|
|
|
119
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$39.8M
|
+$1.75M
|
+32,352
|
+5%
|
|
|
120
|
SPC Financial Inc
Rockville,
Maryland
|
$39.8M
|
+$32.3M
|
+596,719
|
+604%
|
|
|
121
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$39.6M
|
-$1.17M
|
-21,517
|
-3%
|
|
|
122
|
Sage Advisory Services
Austin,
Texas
|
$39.5M
|
+$12.9M
|
+238,829
|
+53%
|
|
|
123
|
Avidian Wealth Enterprises
Houston,
Texas
|
$39M
|
+$6.8M
|
+125,428
|
+23%
|
|
|
124
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$39M
|
+$3.3M
|
+60,878
|
+10%
|
|
|
125
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$38.7M
|
-$639K
|
-11,797
|
-2%
|
|
