|
126
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$39.9M
|
-$683K
|
-11,854
|
-2%
|
|
|
127
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$39.5M
|
+$21.4M
|
+370,827
|
+139%
|
|
|
128
|
Schroder Investment Management Group
London,
United Kingdom
|
$39.1M
|
+$3.33M
|
+57,792
|
+10%
|
|
|
129
|
Clarius Group LLC
Seattle,
Washington
|
$39M
|
-$180K
|
-3,120
|
-0.5%
|
|
|
130
|
IndexIQ Advisors
New York
|
$38.4M
|
-$11.7M
|
-203,449
|
-25%
|
|
|
131
|
Whittier Trust
South Pasadena,
California
|
$38.3M
|
+$3.08M
|
+53,436
|
+9%
|
|
|
132
|
Silicon Valley Community Foundation
Mountain View,
California
|
$38.3M
|
+$35.6M
|
+616,721
|
New
|
|
|
133
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$36.8M
|
+$136K
|
+2,353
|
+0.4%
|
|
|
134
|
AdvicePeriod
Los Angeles,
California
|
$36.5M
|
+$90.1K
|
+1,563
|
+0.3%
|
|
|
135
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$36.4M
|
+$9.65M
|
+167,380
|
+40%
|
|
|
136
|
Altium Wealth Management
Purchase,
New York
|
$36M
|
+$1.97M
|
+34,236
|
+6%
|
|
|
137
|
Citizens Financial Group
Providence,
Rhode Island
|
$35.6M
|
+$614K
|
+10,655
|
+2%
|
|
|
138
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$35.2M
|
–
|
–
|
–
|
|
|
139
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$35.1M
|
+$3.31M
|
+57,413
|
+11%
|
|
|
140
|
Oppenheimer Asset Management
New York
|
$35.1M
|
-$1.71M
|
-29,612
|
-5%
|
|
|
141
|
Willis Johnson & Associates
Houston,
Texas
|
$34.9M
|
+$32.5M
|
+563,117
|
New
|
|
|
142
|
Veritable
Wilmington,
Delaware
|
$34.8M
|
+$82.8K
|
+1,436
|
+0.3%
|
|
|
143
|
MML Investors Services
Springfield,
Massachusetts
|
$33.5M
|
+$6.57M
|
+113,909
|
+27%
|
|
|
144
|
Westwood Holdings Group
Dallas,
Texas
|
$33.3M
|
-$78.9M
|
-1,368,605
|
-72%
|
|
|
145
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$32.8M
|
-$6.52M
|
-113,181
|
-19%
|
|
|
146
|
Ackerman Capital Advisors
Dallas,
Texas
|
$32.8M
|
+$16.8M
|
+290,743
|
+123%
|
|
|
147
|
Avidian Wealth Enterprises
Houston,
Texas
|
$32.6M
|
+$1.75M
|
+30,366
|
+6%
|
|
|
148
|
WhitTier Trust Company
Reno,
Nevada
|
$32.3M
|
+$1.87M
|
+32,376
|
+7%
|
|
|
149
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$32.1M
|
+$29.8M
|
+517,728
|
New
|
|
|
150
|
Tarbox Family Office
Newport Beach,
California
|
$31.7M
|
+$1.6M
|
+27,710
|
+6%
|
|
