|
126
|
Regis Management Company
Menlo Park,
California
|
$50.7M
|
-$1.48M
|
-22,820
|
-3%
|
|
|
127
|
Pure Financial Advisors
San Diego,
California
|
$50.7M
|
+$5.73M
|
+88,583
|
+14%
|
|
|
128
|
Intrust Bank
Wichita,
Kansas
|
$50.2M
|
+$565K
|
+8,743
|
+1%
|
|
|
129
|
Berman Capital Advisors
Atlanta,
Georgia
|
$49.2M
|
+$3.05M
|
+47,128
|
+7%
|
|
|
130
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$49.2M
|
-$448K
|
-6,923
|
-1%
|
|
|
131
|
Eaton Vance Management
Boston,
Massachusetts
|
$49M
|
+$6.11M
|
+94,555
|
+15%
|
|
|
132
|
Park Avenue Securities
New York
|
$48.2M
|
-$26.6M
|
-410,604
|
-37%
|
|
|
133
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$48M
|
+$1.19M
|
+18,467
|
+3%
|
|
|
134
|
MAI Capital Management
Independence,
Ohio
|
$47M
|
+$4.98M
|
+77,048
|
+13%
|
|
|
135
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$46.3M
|
+$1.83M
|
+28,239
|
+4%
|
|
|
136
|
Bartlett & Co
Cincinnati,
Ohio
|
$46.3M
|
+$1.83M
|
+28,239
|
+4%
|
|
|
137
|
SigFig Wealth Management
San Francisco,
California
|
$46.2M
|
+$3.75M
|
+57,929
|
+9%
|
|
|
138
|
Venturi Wealth Management
Austin,
Texas
|
$46.2M
|
+$22.6M
|
+350,182
|
+110%
|
|
|
139
|
Bank of Hawaii
Honolulu,
Hawaii
|
$46.2M
|
+$519K
|
+8,032
|
+1%
|
|
|
140
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$45.5M
|
-$18.9K
|
-293
|
-0%
|
|
|
141
|
Bangor Savings Bank
Bangor,
Maine
|
$44.9M
|
+$1.23M
|
+18,965
|
+3%
|
|
|
142
|
Adventist Health System West
Roseville,
California
|
$44.5M
|
+$6.94M
|
+107,360
|
+20%
|
|
|
143
|
Jasper Ridge Partners
Menlo Park,
California
|
$44M
|
-$18.5M
|
-286,188
|
-31%
|
|
|
144
|
Rockefeller Capital Management
New York
|
$42.6M
|
+$5.84M
|
+90,297
|
+17%
|
|
|
145
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$42.6M
|
-$2.79M
|
-43,104
|
-7%
|
|
|
146
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$42.5M
|
-$26.8K
|
-415
|
-0.1%
|
|
|
147
|
Sage Advisory Services
Austin,
Texas
|
$42M
|
-$14.2M
|
-220,257
|
-27%
|
|
|
148
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$40.8M
|
+$1.67M
|
+25,848
|
+5%
|
|
|
149
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$38.4M
|
-$15.5M
|
-240,400
|
-30%
|
|
|
150
|
Great Lakes Advisors
Chicago,
Illinois
|
$38.3M
|
+$690K
|
+10,667
|
+2%
|
|
