|
101
|
|
$68.4M
|
+$5.83M
|
+142,011
|
+9%
|
|
|
102
|
Cerity Partners OCIO
New York
|
$67.1M
|
-$575K
|
-14,014
|
-0.8%
|
|
|
103
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$66.6M
|
-$3.4M
|
-82,990
|
-5%
|
|
|
104
|
|
$63.9M
|
+$10.2M
|
+248,048
|
+19%
|
|
|
105
|
VPR Management
Houston,
Texas
|
$62.4M
|
–
|
–
|
–
|
|
|
106
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$61.4M
|
+$41M
|
+1,000,000
|
+200%
|
|
|
107
|
Litman Gregory Wealth Management
Larkspur,
California
|
$60.7M
|
+$1.14M
|
+27,703
|
+2%
|
|
|
108
|
JMG Financial Group
Downers Grove,
Illinois
|
$60.4M
|
+$2.08M
|
+50,589
|
+4%
|
|
|
109
|
Fusion Family Wealth
Woodbury,
New York
|
$59.4M
|
+$7.17M
|
+174,826
|
+14%
|
|
|
110
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$58.9M
|
+$12M
|
+293,064
|
+25%
|
|
|
111
|
Commerce Bank
Kansas City,
Missouri
|
$56.7M
|
-$1.56M
|
-38,080
|
-3%
|
|
|
112
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$56.6M
|
-$11.2M
|
-273,457
|
-17%
|
|
|
113
|
Regis Management Company
Menlo Park,
California
|
$55.7M
|
-$207K
|
-5,057
|
-0.4%
|
|
|
114
|
Waverly Advisors
Birmingham,
Alabama
|
$55.2M
|
+$1.16M
|
+28,317
|
+2%
|
|
|
115
|
McCutchen Group
Seattle,
Washington
|
$54.7M
|
+$5.08M
|
+123,800
|
+10%
|
|
|
116
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$53.2M
|
-$17.6M
|
-429,622
|
-25%
|
|
|
117
|
Wind River Trust Company
Jackson,
Wyoming
|
$52.1M
|
-$5.17M
|
-126,078
|
-9%
|
|
|
118
|
Colony Group
Boston,
Massachusetts
|
$52.1M
|
-$13.4M
|
-326,016
|
-20%
|
|
|
119
|
ALPS Advisors
Denver,
Colorado
|
$50.4M
|
+$5.85M
|
+142,595
|
+13%
|
|
|
120
|
United Capital Financial Advisors
Irving,
Texas
|
$49.7M
|
-$808K
|
-19,697
|
-2%
|
|
|
121
|
Altium Wealth Management
Purchase,
New York
|
$48.6M
|
-$1.64M
|
-39,925
|
-3%
|
|
|
122
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$47.4M
|
–
|
–
|
–
|
|
|
123
|
Freestone Capital Holdings
Seattle,
Washington
|
$46.6M
|
+$4.57M
|
+111,443
|
+11%
|
|
|
124
|
Raymond James Trust
St. Petersburg,
Florida
|
$45.8M
|
+$1.51M
|
+36,873
|
+3%
|
|
|
125
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$45.8M
|
+$2.6M
|
+63,404
|
+6%
|
|
