|
126
|
Rebalance
Palo Alto,
California
|
$73.8M
|
+$1.42M
|
+31,850
|
+2%
|
|
|
127
|
Cambridge Associates
Boston,
Massachusetts
|
$72.2M
|
-$4.63M
|
-103,916
|
-6%
|
|
|
128
|
VPR Management
Houston,
Texas
|
$69.3M
|
–
|
–
|
–
|
|
|
129
|
BOK Financial Private Wealth
Denver,
Colorado
|
$68.7M
|
+$264K
|
+5,933
|
+0.4%
|
|
|
130
|
Miracle Mile Advisors
Los Angeles,
California
|
$68.1M
|
+$40K
|
+899
|
+0.1%
|
|
|
131
|
Westwood Holdings Group
Dallas,
Texas
|
$66.5M
|
-$2.94M
|
-65,957
|
-4%
|
|
|
132
|
Fusion Family Wealth
Woodbury,
New York
|
$66.4M
|
+$617K
|
+13,856
|
+1%
|
|
|
133
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$66.2M
|
-$1.3M
|
-29,172
|
-2%
|
|
|
134
|
Tanglewood Wealth Management
Houston,
Texas
|
$65.5M
|
+$22.6M
|
+508,225
|
+54%
|
|
|
135
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$65.5M
|
+$1.7M
|
+38,116
|
+3%
|
|
|
136
|
Lido Advisors
Los Angeles,
California
|
$64.4M
|
+$60.2M
|
+1,351,409
|
+1,811%
|
|
|
137
|
Pure Financial Advisors
San Diego,
California
|
$63.9M
|
+$644K
|
+14,447
|
+1%
|
|
|
138
|
Planning Alternatives
Birmingham,
Michigan
|
$62M
|
+$2.25M
|
+50,447
|
+4%
|
|
|
139
|
Old Mission Capital
Chicago,
Illinois
|
$61.7M
|
+$60.9M
|
+1,366,334
|
New
|
|
|
140
|
Choreo LLC
Rockford,
Illinois
|
$61.5M
|
+$1.8M
|
+40,429
|
+3%
|
|
|
141
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$61.5M
|
+$6.99M
|
+156,908
|
+13%
|
|
|
142
|
Whittier Trust
South Pasadena,
California
|
$60.5M
|
+$3.95M
|
+88,583
|
+7%
|
|
|
143
|
UMB Bank
Kansas City,
Missouri
|
$60.2M
|
+$440K
|
+9,885
|
+0.7%
|
|
|
144
|
Tidal Investments
Milwaukee,
Wisconsin
|
$59.8M
|
+$2.71M
|
+60,841
|
+5%
|
|
|
145
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$58.8M
|
+$2.24M
|
+50,298
|
+4%
|
|
|
146
|
CreativeOne Wealth
Overland Park,
Kansas
|
$58.1M
|
+$4.21M
|
+94,420
|
+8%
|
|
|
147
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$57.6M
|
+$21M
|
+471,307
|
+61%
|
|
|
148
|
Commerce Bank
Kansas City,
Missouri
|
$57.5M
|
+$1.36M
|
+30,537
|
+2%
|
|
|
149
|
SigFig Wealth Management
San Francisco,
California
|
$57.1M
|
+$33.4M
|
+750,642
|
+148%
|
|
|
150
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$56.5M
|
-$2.23M
|
-50,000
|
-4%
|
|
