|
126
|
Vision Capital Management
Portland,
Oregon
|
$39.5M
|
+$10.7M
|
+242,247
|
+38%
|
|
|
127
|
Waverly Advisors
Birmingham,
Alabama
|
$39.4M
|
+$19M
|
+430,218
|
+96%
|
|
|
128
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$39.3M
|
+$4.83M
|
+109,381
|
+14%
|
|
|
129
|
SII Investments
Appleton,
Wisconsin
|
$38.6M
|
-$29.5M
|
-668,509
|
-44%
|
|
|
130
|
Arden Trust
Wilmington,
Delaware
|
$38.6M
|
-$503K
|
-11,384
|
-1%
|
|
|
131
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$38.4M
|
-$94.3K
|
-2,134
|
-0.2%
|
|
|
132
|
Caprock Group
Boise,
Idaho
|
$38M
|
+$2.08M
|
+47,174
|
+6%
|
|
|
133
|
LVW Advisors
Pittsford,
New York
|
$37.7M
|
+$8.03M
|
+181,864
|
+28%
|
|
|
134
|
Brown Advisory
Baltimore,
Maryland
|
$37.1M
|
+$2.1M
|
+47,620
|
+6%
|
|
|
135
|
Raffa Wealth Management
Washington,
District of Columbia
|
$36.7M
|
+$917K
|
+20,762
|
+3%
|
|
|
136
|
Wind River Trust Company
Jackson,
Wyoming
|
$34.2M
|
-$60.4K
|
-1,367
|
-0.2%
|
|
|
137
|
Grimes & Company
Westborough,
Massachusetts
|
$33.6M
|
+$115K
|
+2,614
|
+0.4%
|
|
|
138
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$33.2M
|
+$671K
|
+15,190
|
+2%
|
|
|
139
|
TD Asset Management
Toronto,
Ontario, Canada
|
$32.8M
|
+$1.25M
|
+28,316
|
+4%
|
|
|
140
|
BOK Financial Private Wealth
Denver,
Colorado
|
$32.8M
|
-$542K
|
-12,265
|
-2%
|
|
|
141
|
Jordan Park Group
San Francisco,
California
|
$32.5M
|
+$32M
|
+723,633
|
New
|
|
|
142
|
Fairview Capital Investment Management
Greenbrae,
California
|
$32.3M
|
+$314K
|
+7,100
|
+1%
|
|
|
143
|
Cliffwater
Marina Del Rey,
California
|
$31.6M
|
+$17.6M
|
+398,269
|
New
|
|
|
144
|
Carlson Capital Management
Northfield,
Minnesota
|
$31.6M
|
+$1.06M
|
+23,889
|
+4%
|
|
|
145
|
Fisher Asset Management
Camas,
Washington
|
$31.5M
|
+$7.08M
|
+160,289
|
+30%
|
|
|
146
|
Wallington Asset Management
Indianapolis,
Indiana
|
$31.5M
|
-$73.7K
|
-1,669
|
-0.2%
|
|
|
147
|
BB&T Investment Services
Charlotte,
North Carolina
|
$31.2M
|
-$39.9K
|
-903
|
-0.1%
|
|
|
148
|
Bainco International Investors
Boston,
Massachusetts
|
$30.9M
|
+$3.77M
|
+85,285
|
+14%
|
|
|
149
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$30.5M
|
-$1.08M
|
-24,424
|
-3%
|
|
|
150
|
Meridian Management
Little Rock,
Arkansas
|
$30.2M
|
-$2.67M
|
-60,465
|
-8%
|
|
