|
101
|
Palladium Partners
Norfolk,
Virginia
|
$102M
|
-$430K
|
-8,384
|
-0.4%
|
|
|
102
|
Hernani LP
St. Helier,
Jersey
|
$101M
|
+$101M
|
+1,968,966
|
New
|
|
|
103
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$98.1M
|
+$98.7M
|
+1,921,960
|
New
|
|
|
104
|
Westwood Holdings Group
Dallas,
Texas
|
$97.8M
|
-$1.67M
|
-32,596
|
-2%
|
|
|
105
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$96.1M
|
-$1.6M
|
-31,249
|
-2%
|
|
|
106
|
Liberty Wealth Management
Oakland,
California
|
$96M
|
-$2.27M
|
-44,161
|
-96%
|
|
|
107
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$92.3M
|
-$4.19M
|
-81,622
|
-4%
|
|
|
108
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$90.7M
|
+$20.7M
|
+402,763
|
+29%
|
|
|
109
|
Sigma Investment Counselors
Northville,
Michigan
|
$90.3M
|
-$136K
|
-2,649
|
-0.1%
|
|
|
110
|
Waverly Advisors
Birmingham,
Alabama
|
$90.2M
|
+$8.14M
|
+158,623
|
+9%
|
|
|
111
|
Rockefeller Capital Management
New York
|
$90.1M
|
+$15.5M
|
+302,608
|
+21%
|
|
|
112
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$87M
|
+$6.58M
|
+128,108
|
+8%
|
|
|
113
|
Tectonic Advisors
Frisco,
Texas
|
$86.5M
|
+$15.6M
|
+304,557
|
+22%
|
|
|
114
|
Tidal Investments
Milwaukee,
Wisconsin
|
$86.5M
|
+$10.9M
|
+212,704
|
+14%
|
|
|
115
|
Planning Alternatives
Birmingham,
Michigan
|
$83.1M
|
+$80.3K
|
+1,564
|
+0.1%
|
|
|
116
|
UMB Bank
Kansas City,
Missouri
|
$83M
|
+$24.6M
|
+478,266
|
+42%
|
|
|
117
|
Fusion Family Wealth
Woodbury,
New York
|
$82.4M
|
-$1.24M
|
-24,188
|
-1%
|
|
|
118
|
McCutchen Group
Seattle,
Washington
|
$80.7M
|
+$2.66M
|
+51,869
|
+3%
|
|
|
119
|
Cliffwater
Marina Del Rey,
California
|
$80M
|
-$1.44M
|
-28,071
|
-2%
|
|
|
120
|
VPR Management
Houston,
Texas
|
$77.1M
|
–
|
–
|
–
|
|
|
121
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$76.6M
|
–
|
–
|
–
|
|
|
122
|
|
$75.8M
|
+$29.7M
|
+578,799
|
+64%
|
|
|
123
|
Freestone Capital Holdings
Seattle,
Washington
|
$75.1M
|
+$4.2M
|
+81,768
|
+6%
|
|
|
124
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$74.6M
|
+$5.26M
|
+102,462
|
+8%
|
|
|
125
|
BOK Financial Private Wealth
Denver,
Colorado
|
$74.4M
|
+$344K
|
+6,693
|
+0.5%
|
|
