|
101
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$77.9M
|
+$905K
|
+20,584
|
+1%
|
|
|
102
|
Sigma Investment Counselors
Northville,
Michigan
|
$77.6M
|
+$34M
|
+772,955
|
+89%
|
|
|
103
|
Planning Alternatives
Birmingham,
Michigan
|
$75M
|
-$20.1M
|
-457,595
|
-22%
|
|
|
104
|
Arrowstreet Capital
Boston,
Massachusetts
|
$74.7M
|
+$38.8M
|
+882,361
|
+126%
|
|
|
105
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$74.6M
|
-$7.48M
|
-169,966
|
-10%
|
|
|
106
|
VPR Management
Houston,
Texas
|
$73.4M
|
+$1.32M
|
+30,000
|
+2%
|
|
|
107
|
Waverly Advisors
Birmingham,
Alabama
|
$71.5M
|
+$2.14M
|
+48,606
|
+3%
|
|
|
108
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$70.8M
|
+$66M
|
+1,500,000
|
New
|
|
|
109
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$70.4M
|
+$1.66M
|
+37,772
|
+3%
|
|
|
110
|
|
$70.3M
|
-$3.24M
|
-73,613
|
-5%
|
|
|
111
|
Fusion Family Wealth
Woodbury,
New York
|
$68.7M
|
+$171K
|
+3,885
|
+0.3%
|
|
|
112
|
Litman Gregory Wealth Management
Larkspur,
California
|
$68.5M
|
-$1.42M
|
-32,279
|
-2%
|
|
|
113
|
Parametric Portfolio Associates
Seattle,
Washington
|
$67.5M
|
+$24.9M
|
+565,204
|
+65%
|
|
|
114
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$66.9M
|
+$1.47M
|
+33,314
|
+2%
|
|
|
115
|
McCutchen Group
Seattle,
Washington
|
$65.5M
|
+$2.14M
|
+48,757
|
+4%
|
|
|
116
|
Regis Management Company
Menlo Park,
California
|
$63.8M
|
-$498K
|
-11,311
|
-0.8%
|
|
|
117
|
Commerce Bank
Kansas City,
Missouri
|
$63.7M
|
-$1.62M
|
-36,867
|
-3%
|
|
|
118
|
Ariel Investments
Chicago,
Illinois
|
$62.4M
|
+$22.4M
|
+509,371
|
+63%
|
|
|
119
|
Wind River Trust Company
Jackson,
Wyoming
|
$60.2M
|
–
|
–
|
–
|
|
|
120
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$59.7M
|
+$10.8M
|
+244,746
|
+24%
|
|
|
121
|
Freestone Capital Holdings
Seattle,
Washington
|
$57.6M
|
+$3.5M
|
+79,528
|
+7%
|
|
|
122
|
Facet Wealth Inc
Baltimore,
Maryland
|
$57.1M
|
+$53.2M
|
+1,209,259
|
New
|
|
|
123
|
ALPS Advisors
Denver,
Colorado
|
$56.8M
|
-$1.22M
|
-27,790
|
-2%
|
|
|
124
|
Altium Wealth Management
Purchase,
New York
|
$55.6M
|
-$496K
|
-11,279
|
-0.9%
|
|
|
125
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$54.8M
|
+$1.78M
|
+40,565
|
+4%
|
|
