|
101
|
Parametric Portfolio Associates
Seattle,
Washington
|
$79.1M
|
+$8.84M
|
+180,925
|
+13%
|
|
|
102
|
Waverly Advisors
Birmingham,
Alabama
|
$79M
|
+$3.69M
|
+75,521
|
+5%
|
|
|
103
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$78.3M
|
-$2.71M
|
-55,527
|
-3%
|
|
|
104
|
Fusion Family Wealth
Woodbury,
New York
|
$77.6M
|
+$6.09M
|
+124,716
|
+9%
|
|
|
105
|
Planning Alternatives
Birmingham,
Michigan
|
$77.2M
|
-$818K
|
-16,738
|
-1%
|
|
|
106
|
VPR Management
Houston,
Texas
|
$76.4M
|
–
|
–
|
–
|
|
|
107
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$73.7M
|
+$73.3M
|
+1,500,000
|
New
|
|
|
108
|
Standard Family Office
Sioux Falls,
South Dakota
|
$72.4M
|
-$8.75M
|
-179,060
|
-11%
|
|
|
109
|
McCutchen Group
Seattle,
Washington
|
$70M
|
+$1.83M
|
+37,434
|
+3%
|
|
|
110
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$69.4M
|
-$3.77M
|
-77,118
|
-5%
|
|
|
111
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$69M
|
+$61.8M
|
+1,265,929
|
+911%
|
|
|
112
|
Cambridge Associates
Boston,
Massachusetts
|
$68.2M
|
-$26.9M
|
-551,547
|
-30%
|
|
|
113
|
Freestone Capital Holdings
Seattle,
Washington
|
$66.2M
|
+$6.28M
|
+128,640
|
+11%
|
|
|
114
|
Commerce Bank
Kansas City,
Missouri
|
$66.2M
|
-$142K
|
-2,907
|
-0.2%
|
|
|
115
|
Regis Management Company
Menlo Park,
California
|
$65.9M
|
-$380K
|
-7,776
|
-0.6%
|
|
|
116
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$65.8M
|
+$3.7M
|
+75,657
|
+6%
|
|
|
117
|
Tidal Investments
Milwaukee,
Wisconsin
|
$64.4M
|
+$7.78M
|
+159,283
|
+14%
|
|
|
118
|
Litman Gregory Wealth Management
Larkspur,
California
|
$63.1M
|
-$8.1M
|
-165,755
|
-11%
|
|
|
119
|
|
$62.9M
|
-$10.2M
|
-209,503
|
-14%
|
|
|
120
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$62.2M
|
+$23.7M
|
+484,394
|
+62%
|
|
|
121
|
Miracle Mile Advisors
Los Angeles,
California
|
$61.7M
|
+$17.8M
|
+364,547
|
+41%
|
|
|
122
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$61.6M
|
-$7.95M
|
-162,646
|
-11%
|
|
|
123
|
MML Investors Services
Springfield,
Massachusetts
|
$60.5M
|
+$3.51M
|
+71,905
|
+6%
|
|
|
124
|
BOK Financial Private Wealth
Denver,
Colorado
|
$60M
|
+$12.8M
|
+262,183
|
+27%
|
|
|
125
|
ALPS Advisors
Denver,
Colorado
|
$60M
|
+$866K
|
+17,720
|
+1%
|
|
