|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$63.4M
|
-$32.2M
|
-882,681
|
-35%
|
|
|
102
|
Colony Group
Boston,
Massachusetts
|
$62M
|
-$3.06M
|
-83,790
|
-5%
|
|
|
103
|
Planning Alternatives
Birmingham,
Michigan
|
$61M
|
-$4.93M
|
-134,911
|
-8%
|
|
|
104
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$60.3M
|
–
|
–
|
–
|
|
|
105
|
|
$59.4M
|
+$1.33M
|
+36,520
|
+2%
|
|
|
106
|
VPR Management
Houston,
Texas
|
$59.1M
|
–
|
–
|
–
|
|
|
107
|
Sigma Investment Counselors
Northville,
Michigan
|
$58.2M
|
-$5.69M
|
-155,763
|
-9%
|
|
|
108
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$57.9M
|
-$2.3M
|
-63,081
|
-4%
|
|
|
109
|
Waverly Advisors
Birmingham,
Alabama
|
$57.5M
|
+$3.52M
|
+96,480
|
+8%
|
|
|
110
|
Litman Gregory Wealth Management
Larkspur,
California
|
$56.5M
|
+$7.16M
|
+195,951
|
+16%
|
|
|
111
|
JMG Financial Group
Downers Grove,
Illinois
|
$55.3M
|
+$2.04M
|
+55,760
|
+4%
|
|
|
112
|
Commerce Bank
Kansas City,
Missouri
|
$55.3M
|
-$4.2M
|
-114,975
|
-7%
|
|
|
113
|
Wind River Trust Company
Jackson,
Wyoming
|
$54.3M
|
+$24.4M
|
+669,184
|
+91%
|
|
|
114
|
Yale University
New Haven,
Connecticut
|
$54.2M
|
–
|
–
|
–
|
|
|
115
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$53.5M
|
+$10.5M
|
+287,062
|
+21%
|
|
|
116
|
Regis Management Company
Menlo Park,
California
|
$53M
|
-$4.64M
|
-127,178
|
-9%
|
|
|
117
|
|
$51M
|
-$1.62M
|
-44,293
|
-3%
|
|
|
118
|
Fusion Family Wealth
Woodbury,
New York
|
$49.5M
|
-$4.41M
|
-120,765
|
-9%
|
|
|
119
|
United Capital Financial Advisors
Irving,
Texas
|
$47.9M
|
-$2.54M
|
-69,663
|
-5%
|
|
|
120
|
Altium Wealth Management
Purchase,
New York
|
$47.7M
|
+$1.82M
|
+49,937
|
+4%
|
|
|
121
|
McCutchen Group
Seattle,
Washington
|
$47.1M
|
+$3.14M
|
+86,029
|
+8%
|
|
|
122
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$45M
|
-$23.5M
|
-644,064
|
-36%
|
|
|
123
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$45M
|
–
|
–
|
–
|
|
|
124
|
UMB Bank
Kansas City,
Missouri
|
$44.7M
|
-$975K
|
-26,696
|
-2%
|
|
|
125
|
Raffa Wealth Management
Washington,
District of Columbia
|
$42.5M
|
+$670K
|
+18,343
|
+2%
|
|
