|
151
|
Jasper Ridge Partners
Menlo Park,
California
|
$6.34M
|
–
|
–
|
–
|
|
|
152
|
Private Advisor Group
Morristown,
New Jersey
|
$6.26M
|
+$214K
|
+9,752
|
+4%
|
|
|
153
|
Wellington Management Group
Boston,
Massachusetts
|
$6.23M
|
-$38.1K
|
-1,736
|
-0.6%
|
|
|
154
|
Community Financial System
Syracuse,
New York
|
$6.16M
|
+$22.5K
|
+1,024
|
+0.4%
|
|
|
155
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$6.08M
|
-$144K
|
-6,576
|
-2%
|
|
|
156
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$6.04M
|
–
|
–
|
–
|
|
|
157
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$6.01M
|
-$147K
|
-6,704
|
-2%
|
|
|
158
|
CIBC Bank USA
Chicago,
Illinois
|
$5.7M
|
+$1.17M
|
+53,408
|
+27%
|
|
|
159
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.67M
|
–
|
–
|
–
|
|
|
160
|
Whittier Trust
South Pasadena,
California
|
$5.66M
|
-$15.4K
|
-700
|
-0.3%
|
|
|
161
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.66M
|
-$416K
|
-18,960
|
-7%
|
|
|
162
|
NWAM LLC
Mercer Island,
Washington
|
$5.63M
|
-$274K
|
-12,472
|
-5%
|
|
|
163
|
JMG Financial Group
Downers Grove,
Illinois
|
$5.5M
|
+$27.2K
|
+1,240
|
+0.5%
|
|
|
164
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.26M
|
+$5.07M
|
+231,196
|
New
|
|
|
165
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$5.23M
|
-$1.25M
|
-56,880
|
-20%
|
|
|
166
|
One Capital Management
Westlake Village,
California
|
$5.18M
|
-$47K
|
-2,144
|
-0.9%
|
|
|
167
|
New England Securities
New York
|
$5.17M
|
+$454K
|
+20,680
|
+10%
|
|
|
168
|
RNC Capital Management
Los Angeles,
California
|
$5.07M
|
-$252K
|
-11,500
|
-5%
|
|
|
169
|
ProVise Management Group
Clearwater,
Florida
|
$4.99M
|
+$78.7K
|
+3,588
|
+2%
|
|
|
170
|
Evercore Wealth Management
New York
|
$4.98M
|
-$135K
|
-6,140
|
-3%
|
|
|
171
|
AssetMark Inc
Concord,
California
|
$4.93M
|
+$4.76M
|
+216,724
|
New
|
|
|
172
|
Strategic Financial Services
Utica,
New York
|
$4.8M
|
+$605K
|
+27,580
|
+15%
|
|
|
173
|
Atria Investments
Charlotte,
North Carolina
|
$4.75M
|
+$287K
|
+13,100
|
+7%
|
|
|
174
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$4.71M
|
–
|
–
|
–
|
|
|
175
|
FAS Wealth Partners
Leawood,
Kansas
|
$4.29M
|
+$4.15M
|
+188,944
|
New
|
|
