|
76
|
Pathstone Family Office
Englewood,
New Jersey
|
$86.3M
|
+$20.8M
|
+134,534
|
+25%
|
|
|
77
|
WMS Partners
Towson,
Maryland
|
$82.1M
|
+$4.75M
|
+30,727
|
+5%
|
|
|
78
|
HighTower Advisors
Chicago,
Illinois
|
$81.3M
|
-$1.99M
|
-12,886
|
-2%
|
|
|
79
|
Tiedemann Advisors
New York
|
$80.4M
|
+$42.9M
|
+277,552
|
+80%
|
|
|
80
|
Filament
Seattle,
Washington
|
$78.4M
|
-$1.53M
|
-9,874
|
-2%
|
|
|
81
|
Financial Engines Advisors
Santa Clara,
California
|
$77.9M
|
-$19.7M
|
-127,268
|
-17%
|
|
|
82
|
Verus Financial Partners
Richmond,
Virginia
|
$76.6M
|
+$2.64M
|
+17,074
|
+3%
|
|
|
83
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$76.2M
|
+$11.4M
|
+73,590
|
+14%
|
|
|
84
|
Raymond James & Associates
St Petersburg,
Florida
|
$74.7M
|
-$15.5M
|
-99,976
|
-15%
|
|
|
85
|
Ritholtz Wealth Management
New York
|
$72.9M
|
+$5.18M
|
+33,518
|
+6%
|
|
|
86
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$72.4M
|
–
|
–
|
–
|
|
|
87
|
AdvicePeriod
Los Angeles,
California
|
$70.4M
|
-$18M
|
-116,274
|
-18%
|
|
|
88
|
First Allied Advisory Services
San Diego,
California
|
$69.3M
|
-$4.95M
|
-32,037
|
-6%
|
|
|
89
|
Cabot-Wellington
Boston,
Massachusetts
|
$66.9M
|
-$296K
|
-1,914
|
-0.4%
|
|
|
90
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$66.3M
|
-$18.2M
|
-117,711
|
-19%
|
|
|
91
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$62.5M
|
+$12M
|
+77,766
|
+19%
|
|
|
92
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$62.4M
|
+$43.9M
|
+283,830
|
+142%
|
|
|
93
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$62.3M
|
+$11.8M
|
+76,508
|
+19%
|
|
|
94
|
Colony Group
Boston,
Massachusetts
|
$62.2M
|
+$2.36M
|
+15,251
|
+3%
|
|
|
95
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$61.9M
|
+$8.44M
|
+54,569
|
+13%
|
|
|
96
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$61.6M
|
+$4.64M
|
+30,010
|
+7%
|
|
|
97
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$61.4M
|
-$5.81M
|
-37,584
|
-7%
|
|
|
98
|
Tanglewood Wealth Management
Houston,
Texas
|
$61M
|
-$34.8M
|
-225,322
|
-32%
|
|
|
99
|
Norinchukin Bank
Tokyo,
Japan
|
$59.7M
|
+$71.6M
|
+463,300
|
New
|
|
|
100
|
Mission Wealth Management
Santa Barbara,
California
|
$57.2M
|
-$5.65M
|
-36,509
|
-8%
|
|
