|
101
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$50.9M
|
+$402K
|
+10,150
|
+0.8%
|
|
|
102
|
Lutz Financial Services
Omaha,
Nebraska
|
$50M
|
+$1.58M
|
+39,855
|
+3%
|
|
|
103
|
Ballentine Partners
Waltham,
Massachusetts
|
$48.9M
|
-$724K
|
-18,260
|
-2%
|
|
|
104
|
Modera Wealth Management
Westwood,
New Jersey
|
$46.1M
|
-$1.1M
|
-27,710
|
-2%
|
|
|
105
|
Altium Wealth Management
Purchase,
New York
|
$45.8M
|
+$3.61M
|
+90,985
|
+9%
|
|
|
106
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$44.8M
|
+$2.26M
|
+57,090
|
+6%
|
|
|
107
|
ALPS Advisors
Denver,
Colorado
|
$44.3M
|
-$1.07M
|
-26,875
|
-2%
|
|
|
108
|
HSBC Holdings
London,
United Kingdom
|
$43.7M
|
-$57.5K
|
-1,450
|
-0.1%
|
|
|
109
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$43.5M
|
+$2.26M
|
+56,945
|
+6%
|
|
|
110
|
Mariner
Overland Park,
Kansas
|
$43.1M
|
+$5.3M
|
+133,775
|
+15%
|
|
|
111
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42.7M
|
+$38.4M
|
+970,025
|
+1,448%
|
|
|
112
|
Hancock Whitney
Gulfport,
Mississippi
|
$42.1M
|
-$923K
|
-23,290
|
-2%
|
|
|
113
|
Evermay Wealth Management
Arlington,
Virginia
|
$41.8M
|
+$206K
|
+5,195
|
+0.5%
|
|
|
114
|
Level Four Advisory Services
Dallas,
Texas
|
$41.7M
|
+$1.24M
|
+31,290
|
+23%
|
|
|
115
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$41.7M
|
+$1.79M
|
+45,240
|
+5%
|
|
|
116
|
Citizens Financial Group
Providence,
Rhode Island
|
$41.2M
|
+$1.1M
|
+27,835
|
+3%
|
|
|
117
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$40.2M
|
-$430K
|
-10,855
|
-1%
|
|
|
118
|
Destination Wealth Management
Walnut Creek,
California
|
$40.1M
|
-$132K
|
-3,320
|
-0.3%
|
|
|
119
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$39.6M
|
+$38.2M
|
+963,040
|
New
|
|
|
120
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$39.3M
|
+$636K
|
+16,045
|
+2%
|
|
|
121
|
AQR Capital Management
Greenwich,
Connecticut
|
$39.2M
|
-$447K
|
-11,275
|
-1%
|
|
|
122
|
|
$39.1M
|
-$36.1M
|
-911,725
|
-49%
|
|
|
123
|
CKW Financial Group
Honolulu,
Hawaii
|
$38.7M
|
-$395K
|
-9,970
|
-1%
|
|
|
124
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$37.2M
|
+$1.84M
|
+46,520
|
+5%
|
|
|
125
|
Lazard Asset Management
New York
|
$37M
|
-$411K
|
-10,360
|
-1%
|
|
