|
301
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$41M
|
+$797K
|
+3,081
|
+2%
|
|
|
302
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$40.7M
|
-$935K
|
-3,614
|
-2%
|
|
|
303
|
Parallel Advisors
San Francisco,
California
|
$40.6M
|
-$1.21M
|
-4,656
|
-3%
|
|
|
304
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$40.4M
|
+$16M
|
+61,681
|
+69%
|
|
|
305
|
Steward Partners Investment Advisory
New York
|
$40.4M
|
+$963K
|
+3,722
|
+3%
|
|
|
306
|
Evanson Asset Management
Carmel,
California
|
$40.4M
|
+$399K
|
+1,540
|
+1%
|
|
|
307
|
Proficio Capital Partners
Newton,
Massachusetts
|
$40.2M
|
+$199K
|
+770
|
+0.5%
|
|
|
308
|
Victory Capital Management
San Antonio,
Texas
|
$39.7M
|
-$77.4K
|
-299
|
-0.2%
|
|
|
309
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$39.6M
|
-$2.88M
|
-11,120
|
-7%
|
|
|
310
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$39.5M
|
+$500K
|
+1,931
|
+1%
|
|
|
311
|
Carlson Capital Management
Northfield,
Minnesota
|
$39.4M
|
+$1.29M
|
+4,979
|
+3%
|
|
|
312
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$39.1M
|
-$76.4K
|
-295
|
-0.2%
|
|
|
313
|
Fiducient Advisors
Chicago,
Illinois
|
$39M
|
+$36.7M
|
+141,924
|
+4,279%
|
|
|
314
|
Family CFO
Los Altos,
California
|
$39M
|
-$200K
|
-772
|
-0.5%
|
|
|
315
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$38.9M
|
–
|
–
|
–
|
|
|
316
|
White Wing Wealth Management
The Wodlands,
Texas
|
$38.9M
|
+$4.34M
|
+16,756
|
+13%
|
|
|
317
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$38.5M
|
+$1.4M
|
+5,424
|
+4%
|
|
|
318
|
Battery Global Advisors
Boston,
Massachusetts
|
$38.5M
|
+$7.85M
|
+30,320
|
+27%
|
|
|
319
|
North Star Investment Management
Chicago,
Illinois
|
$38M
|
-$122K
|
-471
|
-0.3%
|
|
|
320
|
Matthew Hamilton Rosenberg
|
$37.9M
|
-$4.52M
|
-17,461
|
-11%
|
|
|
321
|
Fiduciary Trust
Boston,
Massachusetts
|
$37.9M
|
-$92.4K
|
-357
|
-0.3%
|
|
|
322
|
Bridgewater Advisors
New York
|
$37.9M
|
+$3.1M
|
+11,960
|
+9%
|
|
|
323
|
Windham Capital Management
Boston,
Massachusetts
|
$37.3M
|
-$352K
|
-1,360
|
-1%
|
|
|
324
|
Gibson Wealth Advisors
Tyler,
Texas
|
$37.2M
|
+$465K
|
+1,797
|
+1%
|
|
|
325
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$37.2M
|
-$870K
|
-3,360
|
-2%
|
|
