|
226
|
CFO4Life Group
Coppell,
Texas
|
$54M
|
+$2.5M
|
+6,115
|
+5%
|
|
|
227
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$51.5M
|
+$15.9M
|
+38,788
|
+46%
|
|
|
228
|
Litman Gregory Wealth Management
Larkspur,
California
|
$51.5M
|
+$22.3M
|
+54,395
|
+78%
|
|
|
229
|
SWM Advisors
St. Petersburg,
Florida
|
$51.3M
|
+$1.8M
|
+4,396
|
+4%
|
|
|
230
|
Jasper Ridge Partners
Menlo Park,
California
|
$50.7M
|
+$9.46M
|
+23,106
|
+23%
|
|
|
231
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$50.5M
|
+$2.09M
|
+5,112
|
+4%
|
|
|
232
|
Investure LLC
Charlottesville,
Virginia
|
$50.2M
|
-$7.75M
|
-18,933
|
-14%
|
|
|
233
|
Mangham Associates
Charlottesville,
Virginia
|
$49.6M
|
-$38.7M
|
-94,652
|
-44%
|
|
|
234
|
|
$49.4M
|
+$8.52M
|
+20,824
|
+21%
|
|
|
235
|
CoreCap Advisors
Southfield,
Michigan
|
$49.3M
|
-$2.32M
|
-5,670
|
-5%
|
|
|
236
|
Cerity Partners OCIO
New York
|
$48.8M
|
+$124K
|
+304
|
+0.3%
|
|
|
237
|
|
$48.1M
|
+$3.57M
|
+8,713
|
+8%
|
|
|
238
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$47.9M
|
+$2.49M
|
+6,093
|
+5%
|
|
|
239
|
Ballentine Partners
Waltham,
Massachusetts
|
$47.8M
|
-$1.75M
|
-4,284
|
-4%
|
|
|
240
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$47.8M
|
+$5.85M
|
+14,298
|
+14%
|
|
|
241
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$47.5M
|
+$1.76M
|
+4,302
|
+4%
|
|
|
242
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$47.1M
|
-$425K
|
-1,038
|
-0.9%
|
|
|
243
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$47M
|
-$23.3K
|
-57
|
-0.1%
|
|
|
244
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$46.8M
|
+$1.69M
|
+4,126
|
+4%
|
|
|
245
|
Trevian Wealth Management
Weston,
Massachusetts
|
$46.5M
|
+$4.52M
|
+11,031
|
+11%
|
|
|
246
|
Trustees of the Smith College
Northampton,
Massachusetts
|
$46.3M
|
+$45.6M
|
+111,418
|
New
|
|
|
247
|
Clarius Group LLC
Seattle,
Washington
|
$46.1M
|
–
|
–
|
–
|
|
|
248
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$46M
|
+$2.01M
|
+4,905
|
+5%
|
|
|
249
|
Bell Bank
Fargo,
North Dakota
|
$45.8M
|
+$167K
|
+407
|
+0.4%
|
|
|
250
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$45.6M
|
+$34.4M
|
+84,149
|
+327%
|
|
