|
126
|
|
$51.9M
|
+$4.17M
|
+18,975
|
+9%
|
|
|
127
|
Makena Capital Management
Menlo Park,
California
|
$50.7M
|
-$42.1M
|
-191,575
|
-46%
|
|
|
128
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$50.6M
|
-$5.64M
|
-25,651
|
-10%
|
|
|
129
|
Bangor Savings Bank
Bangor,
Maine
|
$50.4M
|
+$2.48M
|
+11,294
|
+5%
|
|
|
130
|
Parker Investment Management
Menlo Park,
California
|
$49.9M
|
-$3.34M
|
-15,183
|
-6%
|
|
|
131
|
Jackson Wealth Management
Lake Mary,
Florida
|
$48.9M
|
+$547K
|
+2,490
|
+1%
|
|
|
132
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$48.1M
|
-$1.12M
|
-5,114
|
-2%
|
|
|
133
|
Tortoise Investment Management
White Plains,
New York
|
$47.6M
|
-$911K
|
-4,144
|
-2%
|
|
|
134
|
Stratford Consulting
Addison,
Texas
|
$47.3M
|
+$677K
|
+3,082
|
+1%
|
|
|
135
|
BOK Financial
Tulsa,
Oklahoma
|
$47.2M
|
-$4.62M
|
-21,012
|
-9%
|
|
|
136
|
SSI Investment Management
Los Angeles,
California
|
$45.3M
|
-$2.21M
|
-10,055
|
-5%
|
|
|
137
|
HL Financial Services
Louisville,
Kentucky
|
$45.1M
|
+$5.4M
|
+24,577
|
+14%
|
|
|
138
|
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
|
$45M
|
–
|
–
|
–
|
|
|
139
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$44.5M
|
+$553K
|
+2,518
|
+1%
|
|
|
140
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$44.2M
|
+$1.17M
|
+5,346
|
+3%
|
|
|
141
|
Barclays
London,
United Kingdom
|
$43.9M
|
-$10.8M
|
-49,028
|
-20%
|
|
|
142
|
Deere & Company
Moline,
Illinois
|
$43.9M
|
-$2.88M
|
-13,125
|
-6%
|
|
|
143
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$43.5M
|
+$687K
|
+3,126
|
+2%
|
|
|
144
|
Wealth Architects
Mountain View,
California
|
$43.3M
|
+$934K
|
+4,248
|
+2%
|
|
|
145
|
Montag & Associates
Atlanta,
Georgia
|
$43.1M
|
+$2.58M
|
+11,745
|
+7%
|
|
|
146
|
Parallel Advisors
San Francisco,
California
|
$43M
|
+$42M
|
+191,230
|
New
|
|
|
147
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$42.4M
|
-$3.17M
|
-14,401
|
-7%
|
|
|
148
|
Advisor Group
Phoenix,
Arizona
|
$42.3M
|
+$2.53M
|
+11,511
|
+7%
|
|
|
149
|
Accredited Investors
Edina,
Minnesota
|
$41.9M
|
-$660K
|
-3,005
|
-2%
|
|
|
150
|
Klingman & Associates
New York
|
$41M
|
+$2.58M
|
+11,727
|
+7%
|
|
