|
126
|
LVW Advisors
Pittsford,
New York
|
$39.3M
|
+$2.14M
|
+47,066
|
+6%
|
|
|
127
|
Fisher Asset Management
Camas,
Washington
|
$39.2M
|
+$8.32M
|
+183,424
|
+26%
|
|
|
128
|
Caprock Group
Boise,
Idaho
|
$38.3M
|
+$2.4M
|
+52,987
|
+7%
|
|
|
129
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$37.8M
|
+$38.8M
|
+855,240
|
New
|
|
|
130
|
Raffa Wealth Management
Washington,
District of Columbia
|
$37.7M
|
+$1.54M
|
+33,856
|
+4%
|
|
|
131
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$37.4M
|
-$464K
|
-10,235
|
-1%
|
|
|
132
|
Arden Trust
Wilmington,
Delaware
|
$37M
|
-$1.07M
|
-23,665
|
-3%
|
|
|
133
|
Peninsula Wealth
San Francisco,
California
|
$36.8M
|
+$37.8M
|
+832,001
|
New
|
|
|
134
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$36.3M
|
+$3.6M
|
+79,413
|
+11%
|
|
|
135
|
Bainco International Investors
Boston,
Massachusetts
|
$33.8M
|
+$2.84M
|
+62,575
|
+9%
|
|
|
136
|
Suntrust Banks
Atlanta,
Georgia
|
$33.6M
|
+$6.57M
|
+144,738
|
+24%
|
|
|
137
|
Citizens Business Bank
Ontario,
California
|
$33.3M
|
+$32.7M
|
+721,555
|
+2,382%
|
|
|
138
|
Fairview Capital Investment Management
Greenbrae,
California
|
$33M
|
+$1.18M
|
+26,000
|
+4%
|
|
|
139
|
TD Asset Management
Toronto,
Ontario, Canada
|
$32.9M
|
+$384K
|
+8,470
|
+1%
|
|
|
140
|
Wind River Trust Company
Jackson,
Wyoming
|
$32.7M
|
-$1.1M
|
-24,182
|
-3%
|
|
|
141
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$32.6M
|
–
|
–
|
–
|
|
|
142
|
Choreo LLC
Rockford,
Illinois
|
$31.9M
|
+$10.4M
|
+229,631
|
+47%
|
|
|
143
|
Aspiriant LLC
Los Angeles,
California
|
$31.9M
|
+$28.6M
|
+630,695
|
+693%
|
|
|
144
|
Cliffwater
Marina Del Rey,
California
|
$31.9M
|
+$14.6M
|
+321,657
|
+81%
|
|
|
145
|
BOK Financial Private Wealth
Denver,
Colorado
|
$31.3M
|
-$1.09M
|
-24,039
|
-3%
|
|
|
146
|
Edge Advisors
Atlanta,
Georgia
|
$31.2M
|
+$5.31M
|
+116,954
|
+20%
|
|
|
147
|
Wallington Asset Management
Indianapolis,
Indiana
|
$31.1M
|
+$110K
|
+2,420
|
+0.3%
|
|
|
148
|
Brown Advisory
Baltimore,
Maryland
|
$31.1M
|
-$5.66M
|
-124,799
|
-15%
|
|
|
149
|
Carlson Capital Management
Northfield,
Minnesota
|
$30.9M
|
-$240K
|
-5,286
|
-0.8%
|
|
|
150
|
Ritholtz Wealth Management
New York
|
$30.4M
|
+$7.45M
|
+164,113
|
+31%
|
|
