|
101
|
Regis Management Company
Menlo Park,
California
|
$20.8M
|
-$88.1K
|
-1,098
|
-0.4%
|
|
|
102
|
Garde Capital
Seattle,
Washington
|
$20.7M
|
+$4.06M
|
+50,610
|
+24%
|
|
|
103
|
Tidal Investments
Milwaukee,
Wisconsin
|
$20.6M
|
-$234K
|
-2,920
|
-10%
|
|
|
104
|
Empirical Wealth Management
Seattle,
Washington
|
$20.1M
|
+$747K
|
+9,304
|
+4%
|
|
|
105
|
Chandler Asset Management
San Diego,
California
|
$18.9M
|
+$623K
|
+7,755
|
+3%
|
|
|
106
|
William Blair & Company
Chicago,
Illinois
|
$18.7M
|
-$1.99M
|
-24,842
|
-9%
|
|
|
107
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$18.4M
|
+$312K
|
+3,888
|
+2%
|
|
|
108
|
REDW Wealth
Albuquerque,
New Mexico
|
$18.4M
|
-$4.01M
|
-49,999
|
-18%
|
|
|
109
|
Park National Corp
Newark,
Ohio
|
$17.9M
|
-$7.69M
|
-95,733
|
-30%
|
|
|
110
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.7M
|
+$80.4K
|
+1,001
|
+0.5%
|
|
|
111
|
HSBC Holdings
London,
United Kingdom
|
$17.6M
|
+$324K
|
+4,032
|
+2%
|
|
|
112
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$17.2M
|
-$1.89M
|
-23,548
|
-10%
|
|
|
113
|
Cambridge Associates
Boston,
Massachusetts
|
$16.6M
|
+$2.23M
|
+27,793
|
+15%
|
|
|
114
|
BOK Financial
Tulsa,
Oklahoma
|
$16.4M
|
+$601K
|
+7,488
|
+4%
|
|
|
115
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$15.9M
|
+$2M
|
+24,966
|
+14%
|
|
|
116
|
Veritable
Wilmington,
Delaware
|
$15.4M
|
-$1.17M
|
-14,559
|
-7%
|
|
|
117
|
Ally Financial
Detroit,
Michigan
|
$15.4M
|
–
|
–
|
–
|
|
|
118
|
Crestone Asset Management
Boulder,
Colorado
|
$15.3M
|
+$132K
|
+1,639
|
+0.9%
|
|
|
119
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$15M
|
-$43.2K
|
-538
|
-0.3%
|
|
|
120
|
Private Advisor Group
Morristown,
New Jersey
|
$14.9M
|
-$1.02M
|
-12,746
|
-6%
|
|
|
121
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.4M
|
+$89.1K
|
+1,110
|
+0.6%
|
|
|
122
|
JMG Financial Group
Downers Grove,
Illinois
|
$14.3M
|
-$34.1K
|
-425
|
-0.2%
|
|
|
123
|
Citizens Financial Group
Providence,
Rhode Island
|
$14.1M
|
+$7.1M
|
+88,459
|
+102%
|
|
|
124
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$14.1M
|
+$4.39M
|
+54,628
|
+44%
|
|
|
125
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14M
|
+$6.89M
|
+85,884
|
+94%
|
|
