|
251
|
Trevian Wealth Management
Weston,
Massachusetts
|
$44.2M
|
+$42.6M
|
+100,852
|
New
|
|
|
252
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$44M
|
+$3.15M
|
+7,474
|
+8%
|
|
|
253
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$43.4M
|
+$295K
|
+700
|
+0.7%
|
|
|
254
|
Jasper Ridge Partners
Menlo Park,
California
|
$43.3M
|
+$8.28M
|
+19,625
|
+25%
|
|
|
255
|
|
$42.9M
|
+$3.8M
|
+8,994
|
+10%
|
|
|
256
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$42.8M
|
-$1.7M
|
-4,020
|
-4%
|
|
|
257
|
Oldfather Financial Services
Kearney,
Nebraska
|
$42.7M
|
+$1.17M
|
+2,768
|
+3%
|
|
|
258
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$42.2M
|
+$2.38M
|
+5,630
|
+6%
|
|
|
259
|
Twele Capital Management
Minnetonka,
Minnesota
|
$42.2M
|
-$2.47M
|
-5,843
|
-6%
|
|
|
260
|
SVB Investment Services
Salt Lake City,
Utah
|
$42.2M
|
-$6.02M
|
-14,267
|
-13%
|
|
|
261
|
Freestone Capital Holdings
Seattle,
Washington
|
$42.1M
|
+$4.12M
|
+9,764
|
+11%
|
|
|
262
|
Kearns & Associates
Palos Verdes Estates,
California
|
$41.8M
|
+$40.4M
|
+95,785
|
New
|
|
|
263
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$41.2M
|
-$941K
|
-2,230
|
-2%
|
|
|
264
|
Tectonic Advisors
Frisco,
Texas
|
$41M
|
+$5.53M
|
+13,089
|
+16%
|
|
|
265
|
Sierra Capital
Miami,
Florida
|
$40.9M
|
+$103K
|
+243
|
+0.3%
|
|
|
266
|
Atria Investments
Charlotte,
North Carolina
|
$40.7M
|
+$2.3M
|
+5,454
|
+6%
|
|
|
267
|
Avantax Advisory Services
Dallas,
Texas
|
$40.3M
|
+$3.23M
|
+7,659
|
+9%
|
|
|
268
|
William Blair & Company
Chicago,
Illinois
|
$39.9M
|
+$6.4M
|
+15,171
|
+20%
|
|
|
269
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$39.8M
|
+$228K
|
+541
|
+0.6%
|
|
|
270
|
Financial Counselors Inc
Overland Park,
Kansas
|
$39.6M
|
+$5.57M
|
+13,189
|
+17%
|
|
|
271
|
Fiduciary Trust
Boston,
Massachusetts
|
$39.5M
|
-$243K
|
-575
|
-0.6%
|
|
|
272
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$39M
|
–
|
–
|
–
|
|
|
273
|
Alta Advisers
London,
United Kingdom
|
$38.7M
|
-$61.2K
|
-145
|
-0.2%
|
|
|
274
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$38.5M
|
-$19K
|
-45
|
-0.1%
|
|
|
275
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$38.3M
|
+$37M
|
+87,735
|
New
|
|
