|
201
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$20M
|
-$890K
|
-22,479
|
-4%
|
|
|
202
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$19.6M
|
-$23.2M
|
-585,075
|
-53%
|
|
|
203
|
Boston Advisors
Boston,
Massachusetts
|
$19.5M
|
-$5.28M
|
-133,411
|
-20%
|
|
|
204
|
The Family Firm
Bethesda,
Maryland
|
$19.3M
|
+$289K
|
+7,293
|
+1%
|
|
|
205
|
Lazard Asset Management
New York
|
$19M
|
+$19.9M
|
+503,757
|
+5,552%
|
|
|
206
|
KWMG LLC
Overland Park,
Kansas
|
$18.9M
|
+$626K
|
+15,806
|
+3%
|
|
|
207
|
Autus Asset Management
Scottsdale,
Arizona
|
$18.7M
|
+$45.3K
|
+1,143
|
+0.2%
|
|
|
208
|
Mission Wealth Management
Santa Barbara,
California
|
$18.7M
|
+$19M
|
+481,170
|
+2,119%
|
|
|
209
|
Cambridge Advisors
Omaha,
Nebraska
|
$18.7M
|
+$1.5M
|
+38,004
|
+8%
|
|
|
210
|
CIBC World Market
Toronto,
Ontario, Canada
|
$18.7M
|
-$1.26M
|
-31,786
|
-6%
|
|
|
211
|
Viridian RIA
Bothell,
Washington
|
$18.4M
|
-$4.77M
|
-120,570
|
-20%
|
|
|
212
|
Hardy Reed
Tupelo,
Mississippi
|
$18.3M
|
+$19.6M
|
+494,201
|
New
|
|
|
213
|
CIBC Bank USA
Chicago,
Illinois
|
$17.8M
|
-$4.35M
|
-109,868
|
-19%
|
|
|
214
|
Alera Investment Advisors
Deerfield,
Illinois
|
$17.6M
|
+$18.8M
|
+474,546
|
New
|
|
|
215
|
Pure Financial Advisors
San Diego,
California
|
$17.5M
|
+$3.32M
|
+83,748
|
+22%
|
|
|
216
|
BSW Wealth Partners
Boulder,
Colorado
|
$17.3M
|
+$14.4M
|
+364,159
|
+359%
|
|
|
217
|
Paracle Advisors
Mercer Island,
Washington
|
$17M
|
-$1.32M
|
-33,253
|
-7%
|
|
|
218
|
Watermark Asset Management
San Ramon,
California
|
$16.9M
|
-$761K
|
-19,226
|
-4%
|
|
|
219
|
|
$16.9M
|
–
|
–
|
–
|
|
|
220
|
Wintrust Investments
Chicago,
Illinois
|
$16.8M
|
-$5.27M
|
-133,033
|
-23%
|
|
|
221
|
WhitTier Trust Company
Reno,
Nevada
|
$16.6M
|
+$1.5M
|
+37,829
|
+9%
|
|
|
222
|
Rafferty Asset Management
New York
|
$16.2M
|
-$2.83M
|
-71,500
|
-14%
|
|
|
223
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$16.1M
|
+$230K
|
+5,807
|
+1%
|
|
|
224
|
Atria Investments
Charlotte,
North Carolina
|
$15.9M
|
-$1.18M
|
-29,834
|
-6%
|
|
|
225
|
Stephens Inc
Little Rock,
Arkansas
|
$15.8M
|
+$555K
|
+14,007
|
+3%
|
|
