|
101
|
Jasper Ridge Partners
Menlo Park,
California
|
$7.26M
|
–
|
–
|
–
|
|
|
102
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$7.26M
|
+$222K
|
+1,873
|
+3%
|
|
|
103
|
Veritable
Wilmington,
Delaware
|
$7.19M
|
-$23.1K
|
-195
|
-0.3%
|
|
|
104
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$7.06M
|
+$28.7K
|
+242
|
+0.4%
|
|
|
105
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.01M
|
+$7.04M
|
+59,329
|
New
|
|
|
106
|
Private Vista
Chicago,
Illinois
|
$6.92M
|
+$6.95M
|
+58,580
|
New
|
|
|
107
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$6.87M
|
+$22.2K
|
+187
|
+0.3%
|
|
|
108
|
SEI Investments
Oaks,
Pennsylvania
|
$6.53M
|
-$10.1M
|
-85,468
|
-61%
|
|
|
109
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$6.4M
|
+$2.63M
|
+22,200
|
+69%
|
|
|
110
|
Advisor Group
Phoenix,
Arizona
|
$6.39M
|
-$18.4M
|
-155,189
|
-74%
|
|
|
111
|
Flaharty Asset Management
Clearwater,
Florida
|
$6.39M
|
+$6.56M
|
+55,288
|
New
|
|
|
112
|
MAI Capital Management
Independence,
Ohio
|
$6.36M
|
-$114K
|
-960
|
-2%
|
|
|
113
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.14M
|
+$1.69M
|
+14,205
|
+37%
|
|
|
114
|
Smart Portfolios LLC
Seattle,
Washington
|
$6.11M
|
-$3.03M
|
-25,494
|
-33%
|
|
|
115
|
Hutchin Hill Capital
New York
|
$5.97M
|
-$1.32M
|
-11,100
|
-18%
|
|
|
116
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.68M
|
+$200K
|
+1,687
|
+4%
|
|
|
117
|
Capital Fund Management (CFM)
Paris,
France
|
$5.54M
|
-$2.16M
|
-18,200
|
-28%
|
|
|
118
|
Tocqueville Asset Management
New York
|
$5.4M
|
–
|
–
|
–
|
|
|
119
|
Truist Financial
Charlotte,
North Carolina
|
$5.34M
|
-$65.5K
|
-552
|
-1%
|
|
|
120
|
Well Done LLC
Holland,
Michigan
|
$5.22M
|
+$936K
|
+7,888
|
+22%
|
|
|
121
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.21M
|
+$1.41M
|
+11,922
|
+37%
|
|
|
122
|
Aristotle Capital Boston
Boston,
Massachusetts
|
$5.19M
|
-$5.22M
|
-43,952
|
-50%
|
|
|
123
|
Concentric Wealth Management
Lafayette,
California
|
$5.15M
|
+$244K
|
+2,060
|
+5%
|
|
|
124
|
UMB Bank
Kansas City,
Missouri
|
$5.15M
|
-$74.8K
|
-630
|
-1%
|
|
|
125
|
Bank of Hawaii
Honolulu,
Hawaii
|
$5.12M
|
–
|
–
|
–
|
|
