|
101
|
CVA Family Office
Denver,
Colorado
|
$21.9M
|
+$133K
|
+1,872
|
+0.6%
|
|
|
102
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$21.9M
|
-$1.93M
|
-27,184
|
-8%
|
|
|
103
|
William Blair & Company
Chicago,
Illinois
|
$21.5M
|
+$8.53K
|
+120
|
+0%
|
|
|
104
|
Callan Capital
La Jolla,
California
|
$21.2M
|
-$162K
|
-2,280
|
-0.8%
|
|
|
105
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$21M
|
+$15.5M
|
+218,144
|
+319%
|
|
|
106
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.7M
|
-$491K
|
-6,912
|
-2%
|
|
|
107
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$20.6M
|
-$742K
|
-10,440
|
-4%
|
|
|
108
|
IEQ Capital
Foster City,
California
|
$20.6M
|
-$223K
|
-3,136
|
-1%
|
|
|
109
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$20.3M
|
-$155M
|
-2,178,800
|
-89%
|
|
|
110
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$20.3M
|
-$160K
|
-2,248
|
-0.8%
|
|
|
111
|
Wiser Wealth Management
Marietta,
Georgia
|
$19.8M
|
+$356K
|
+5,008
|
+2%
|
|
|
112
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$19.6M
|
-$133M
|
-1,871,576
|
-88%
|
|
|
113
|
XML Financial
Bethesda,
Maryland
|
$19.2M
|
-$2.2M
|
-30,968
|
-11%
|
|
|
114
|
|
$18.8M
|
–
|
–
|
–
|
|
|
115
|
Harbour Investments
Madison,
Wisconsin
|
$18.3M
|
+$488K
|
+6,872
|
+3%
|
|
|
116
|
Focus Partners Wealth
Boston,
Massachusetts
|
$18.2M
|
+$11.5M
|
+161,656
|
+186%
|
|
|
117
|
Wealthfront Advisers
Palo Alto,
California
|
$17.6M
|
+$3.49M
|
+49,080
|
+26%
|
|
|
118
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$17.5M
|
+$3.55M
|
+49,992
|
+26%
|
|
|
119
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$17.2M
|
+$16.5M
|
+232,088
|
+850%
|
|
|
120
|
Karpus Investment Management
Pittsford,
New York
|
$17.2M
|
-$271K
|
-3,808
|
-2%
|
|
|
121
|
Anchor Investment Management
Columbia,
South Carolina
|
$16.8M
|
+$466K
|
+6,560
|
+3%
|
|
|
122
|
Welch Capital Partners
Harrison,
New York
|
$16.5M
|
–
|
–
|
–
|
|
|
123
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$16.1M
|
-$9.1K
|
-128
|
-0.1%
|
|
|
124
|
Axiom Financial Strategies
New Albany,
Indiana
|
$16M
|
+$1.49M
|
+20,984
|
+11%
|
|
|
125
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$15.9M
|
+$14.4M
|
+202,800
|
+1,438%
|
|
