|
301
|
Modera Wealth Management
Westwood,
New Jersey
|
$32.3M
|
+$13.4M
|
+64,404
|
+78%
|
|
|
302
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$32.1M
|
-$2.59M
|
-12,400
|
-8%
|
|
|
303
|
Family CFO
Los Altos,
California
|
$31.8M
|
+$1.29M
|
+6,174
|
+4%
|
|
|
304
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$31.6M
|
-$6.67M
|
-32,001
|
-18%
|
|
|
305
|
AllianceBernstein
Nashville,
Tennessee
|
$31.6M
|
+$3.4M
|
+16,316
|
+13%
|
|
|
306
|
BNP Paribas Financial Markets
Paris,
France
|
$31.5M
|
+$29.2M
|
+140,145
|
+5,204%
|
|
|
307
|
Scarborough Advisors
Annapolis,
Maryland
|
$31.4M
|
+$6.46M
|
+30,995
|
+28%
|
|
|
308
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$31.1M
|
+$2.9M
|
+13,914
|
+11%
|
|
|
309
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$30.7M
|
-$778K
|
-3,731
|
-3%
|
|
|
310
|
Greenline Partners
New York
|
$30.6M
|
+$2.32M
|
+11,099
|
+9%
|
|
|
311
|
North Star Investment Management
Chicago,
Illinois
|
$30.5M
|
-$123K
|
-588
|
-0.4%
|
|
|
312
|
Monterey Private Wealth
Monterey,
California
|
$30.2M
|
+$598K
|
+2,867
|
+2%
|
|
|
313
|
Choreo LLC
Rockford,
Illinois
|
$29.8M
|
+$2.15M
|
+10,326
|
+8%
|
|
|
314
|
Parallel Advisors
San Francisco,
California
|
$29.6M
|
-$694K
|
-3,328
|
-2%
|
|
|
315
|
Perigon Wealth Management
San Francisco,
California
|
$29.4M
|
+$3.19M
|
+15,308
|
+13%
|
|
|
316
|
Opus Investment Management
Worcester,
Massachusetts
|
$29.4M
|
+$324K
|
+1,555
|
+1%
|
|
|
317
|
Plancorp LLC
Saint Louis,
Missouri
|
$29.3M
|
-$394K
|
-1,887
|
-1%
|
|
|
318
|
Trustees of the Smith College
Northampton,
Massachusetts
|
$29.2M
|
-$12.2M
|
-58,329
|
-31%
|
|
|
319
|
Iconiq Capital
San Francisco,
California
|
$29.2M
|
-$2.71M
|
-13,008
|
-9%
|
|
|
320
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$29.1M
|
-$20.4K
|
-98
|
-0.1%
|
|
|
321
|
Howe & Rusling
Rochester,
New York
|
$28.7M
|
+$3.04M
|
+14,562
|
+13%
|
|
|
322
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$28.7M
|
-$695K
|
-3,330
|
-2%
|
|
|
323
|
Portfolio Strategies
Monsey,
New York
|
$28.3M
|
-$77.4K
|
-371
|
-0.3%
|
|
|
324
|
Chandler Asset Management
San Diego,
California
|
$28.3M
|
–
|
–
|
–
|
|
|
325
|
Operose Advisors
Milwaukee,
Wisconsin
|
$28.1M
|
+$2.92M
|
+13,978
|
+12%
|
|
