|
151
|
Tarbox Family Office
Newport Beach,
California
|
$32.8M
|
+$1.03M
|
+17,905
|
+3%
|
|
|
152
|
Nottingham Advisors
Amherst,
New York
|
$32.6M
|
-$339K
|
-5,865
|
-1%
|
|
|
153
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$32.6M
|
+$4.59M
|
+79,469
|
+16%
|
|
|
154
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$32.3M
|
–
|
–
|
–
|
|
|
155
|
Disciplina Capital Management
Nashville,
Tennessee
|
$32.2M
|
+$2.73M
|
+47,197
|
+9%
|
|
|
156
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$32.1M
|
-$39.8K
|
-689
|
-0.1%
|
|
|
157
|
Putnam Investments
Boston,
Massachusetts
|
$32M
|
+$17.4M
|
+300,494
|
+109%
|
|
|
158
|
Veritable
Wilmington,
Delaware
|
$30.9M
|
+$232K
|
+4,014
|
+0.7%
|
|
|
159
|
Mission Wealth Management
Santa Barbara,
California
|
$30.5M
|
+$3.98M
|
+68,904
|
+14%
|
|
|
160
|
Allspring Global Investments
Charlotte,
North Carolina
|
$30.4M
|
+$41K
|
+709
|
+0.1%
|
|
|
161
|
Balentine LLC
Atlanta,
Georgia
|
$30M
|
-$4.86M
|
-84,032
|
-13%
|
|
|
162
|
Financial Counselors Inc
Overland Park,
Kansas
|
$29.2M
|
-$4.07M
|
-70,370
|
-12%
|
|
|
163
|
Northern Trust
Chicago,
Illinois
|
$29.2M
|
-$30.6M
|
-529,319
|
-50%
|
|
|
164
|
Parcion Private Wealth
Bellevue,
Washington
|
$28.2M
|
+$28.1M
|
+487,058
|
+2,395%
|
|
|
165
|
Fusion Family Wealth
Woodbury,
New York
|
$27.6M
|
+$24.7M
|
+427,135
|
+610%
|
|
|
166
|
Spire Wealth Management
Mclean,
Virginia
|
$26.8M
|
+$2.83M
|
+49,046
|
+11%
|
|
|
167
|
RPTC Inc
Jackson,
Wyoming
|
$26.7M
|
–
|
–
|
–
|
|
|
168
|
Sompo Asset Management
Tokyo,
Japan
|
$25.8M
|
+$877K
|
+15,170
|
+3%
|
|
|
169
|
Wealthspire Advisors (New York)
New York
|
$25.7M
|
+$5.17M
|
+89,499
|
+24%
|
|
|
170
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$25.5M
|
+$26.4M
|
+457,040
|
+29,717%
|
|
|
171
|
Bell Bank
Fargo,
North Dakota
|
$25.3M
|
+$673K
|
+11,656
|
+3%
|
|
|
172
|
Ritholtz Wealth Management
New York
|
$25.2M
|
+$1.22M
|
+21,045
|
+5%
|
|
|
173
|
Driehaus Capital Management
Chicago,
Illinois
|
$25.1M
|
–
|
–
|
–
|
|
|
174
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$25M
|
-$24.4M
|
-421,694
|
-48%
|
|
|
175
|
FDx Advisors
Chicago,
Illinois
|
$24.9M
|
-$888K
|
-15,363
|
-3%
|
|
