|
151
|
Wallington Asset Management
Indianapolis,
Indiana
|
$30M
|
-$468K
|
-10,860
|
-2%
|
|
|
152
|
Jordan Park Group
San Francisco,
California
|
$30M
|
+$1.01M
|
+23,526
|
+4%
|
|
|
153
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$29.6M
|
–
|
–
|
–
|
|
|
154
|
US Bancorp
Minneapolis,
Minnesota
|
$29.4M
|
+$2.56M
|
+59,283
|
+10%
|
|
|
155
|
Covington Capital Management
Los Angeles,
California
|
$29.2M
|
+$132K
|
+3,058
|
+0.5%
|
|
|
156
|
Wealth Architects
Mountain View,
California
|
$29.1M
|
+$524K
|
+12,146
|
+2%
|
|
|
157
|
Boston Advisors
Boston,
Massachusetts
|
$28.5M
|
+$9.64M
|
+223,640
|
+51%
|
|
|
158
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$28.5M
|
+$1.14M
|
+26,372
|
+4%
|
|
|
159
|
Aspiriant LLC
Los Angeles,
California
|
$28.5M
|
-$1.49M
|
-34,561
|
-5%
|
|
|
160
|
BOK Financial Private Wealth
Denver,
Colorado
|
$28.1M
|
-$1.05M
|
-24,350
|
-4%
|
|
|
161
|
Janiczek Wealth Management
Denver,
Colorado
|
$27.6M
|
-$412K
|
-9,547
|
-1%
|
|
|
162
|
Whittier Trust
South Pasadena,
California
|
$27.2M
|
+$3.87M
|
+89,778
|
+17%
|
|
|
163
|
Harvest Capital Management
Concord,
New Hampshire
|
$27.2M
|
+$2.28M
|
+52,900
|
+9%
|
|
|
164
|
Brown Advisory
Baltimore,
Maryland
|
$26.9M
|
-$4.24M
|
-98,470
|
-14%
|
|
|
165
|
Viridian RIA
Bothell,
Washington
|
$26.7M
|
+$813K
|
+18,852
|
+3%
|
|
|
166
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$26.5M
|
-$671K
|
-15,576
|
-2%
|
|
|
167
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$26M
|
+$4.42M
|
+102,522
|
+21%
|
|
|
168
|
Financial Counselors Inc
Overland Park,
Kansas
|
$26M
|
-$235M
|
-5,443,270
|
-90%
|
|
|
169
|
Martel Wealth Advisors
Vancouver,
Washington
|
$25.8M
|
+$25.7M
|
+595,339
|
New
|
|
|
170
|
Choreo LLC
Rockford,
Illinois
|
$25.6M
|
+$879K
|
+20,398
|
+4%
|
|
|
171
|
CIBC Bank USA
Chicago,
Illinois
|
$25.6M
|
-$1.41M
|
-32,786
|
-5%
|
|
|
172
|
Baker Avenue Asset Management
San Francisco,
California
|
$25.4M
|
+$1.25M
|
+29,035
|
+5%
|
|
|
173
|
Wintrust Investments
Chicago,
Illinois
|
$25.4M
|
+$786K
|
+18,233
|
+3%
|
|
|
174
|
Lutz Financial Services
Omaha,
Nebraska
|
$24.5M
|
+$4.01M
|
+92,927
|
+20%
|
|
|
175
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$24.3M
|
+$168K
|
+3,889
|
+0.7%
|
|
