|
126
|
BOK Financial Private Wealth
Denver,
Colorado
|
$31.7M
|
-$830K
|
-20,371
|
-3%
|
|
|
127
|
Cambridge Associates
Boston,
Massachusetts
|
$31.6M
|
+$2.09M
|
+51,169
|
+7%
|
|
|
128
|
Wind River Trust Company
Jackson,
Wyoming
|
$31.6M
|
+$1.07M
|
+26,347
|
+4%
|
|
|
129
|
Truist Financial
Charlotte,
North Carolina
|
$30.9M
|
+$1.61M
|
+39,567
|
+6%
|
|
|
130
|
Grimes & Company
Westborough,
Massachusetts
|
$30.7M
|
-$1.06M
|
-25,971
|
-3%
|
|
|
131
|
Park Avenue Securities
New York
|
$30.4M
|
+$30.1M
|
+738,870
|
New
|
|
|
132
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$30.1M
|
-$537K
|
-13,173
|
-2%
|
|
|
133
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$29.7M
|
+$842K
|
+20,650
|
+3%
|
|
|
134
|
Meridian Management
Little Rock,
Arkansas
|
$29.6M
|
+$3.89M
|
+95,334
|
+15%
|
|
|
135
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$29.5M
|
+$180K
|
+4,427
|
+0.6%
|
|
|
136
|
Wallington Asset Management
Indianapolis,
Indiana
|
$28.9M
|
+$7.54M
|
+184,845
|
+36%
|
|
|
137
|
Legacy Private Trust
Neenah,
Wisconsin
|
$28.9M
|
+$17.7M
|
+433,352
|
+163%
|
|
|
138
|
Victory Capital Management
San Antonio,
Texas
|
$28.9M
|
+$18.6M
|
+456,633
|
+189%
|
|
|
139
|
Fairview Capital Investment Management
Greenbrae,
California
|
$28.7M
|
+$8.74M
|
+214,278
|
+45%
|
|
|
140
|
Caprock Group
Boise,
Idaho
|
$28.7M
|
+$5.88M
|
+144,209
|
+26%
|
|
|
141
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$28.5M
|
-$2.26M
|
-55,396
|
-7%
|
|
|
142
|
Carlson Capital Management
Northfield,
Minnesota
|
$27.8M
|
+$881K
|
+21,617
|
+3%
|
|
|
143
|
Janiczek Wealth Management
Denver,
Colorado
|
$27.7M
|
-$1.97M
|
-48,319
|
-7%
|
|
|
144
|
BB&T Investment Services
Charlotte,
North Carolina
|
$27.5M
|
+$9.4M
|
+230,659
|
+53%
|
|
|
145
|
TD Asset Management
Toronto,
Ontario, Canada
|
$27.3M
|
+$7.43M
|
+182,152
|
+39%
|
|
|
146
|
Wealth Architects
Mountain View,
California
|
$25.8M
|
+$166K
|
+4,060
|
+0.7%
|
|
|
147
|
|
$25.8M
|
-$366K
|
-8,978
|
-1%
|
|
|
148
|
Fidelity Investments
Boston,
Massachusetts
|
$24.8M
|
+$8.38M
|
+205,643
|
+52%
|
|
|
149
|
Pure Financial Advisors
San Diego,
California
|
$24.7M
|
-$680K
|
-16,670
|
-3%
|
|
|
150
|
Wintrust Investments
Chicago,
Illinois
|
$23.7M
|
+$2.07M
|
+50,863
|
+10%
|
|
