|
76
|
|
$202M
|
+$150M
|
+636,780
|
+319%
|
|
|
77
|
Wealthspire Advisors (New York)
New York
|
$192M
|
-$4.68M
|
-19,824
|
-2%
|
|
|
78
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$184M
|
+$1.54M
|
+6,517
|
+0.9%
|
|
|
79
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$182M
|
+$3.22M
|
+13,621
|
+2%
|
|
|
80
|
Facet Wealth Inc
Baltimore,
Maryland
|
$182M
|
+$24.3M
|
+103,120
|
+16%
|
|
|
81
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$175M
|
-$11.5M
|
-48,804
|
-6%
|
|
|
82
|
Hardy Reed
Tupelo,
Mississippi
|
$164M
|
+$2.24M
|
+9,474
|
+1%
|
|
|
83
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$163M
|
+$720K
|
+3,052
|
+0.5%
|
|
|
84
|
Regis Management Company
Menlo Park,
California
|
$162M
|
-$1.36M
|
-5,777
|
-0.9%
|
|
|
85
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$162M
|
+$10.7M
|
+45,408
|
+7%
|
|
|
86
|
Raymond James & Associates
St Petersburg,
Florida
|
$161M
|
+$3.37M
|
+14,285
|
+2%
|
|
|
87
|
Ritholtz Wealth Management
New York
|
$154M
|
-$5.86M
|
-24,834
|
-4%
|
|
|
88
|
Verus Financial Partners
Richmond,
Virginia
|
$149M
|
+$751K
|
+3,182
|
+0.5%
|
|
|
89
|
Tanglewood Wealth Management
Houston,
Texas
|
$146M
|
-$12.7M
|
-53,866
|
-8%
|
|
|
90
|
|
$145M
|
+$142M
|
+600,000
|
New
|
|
|
91
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$144M
|
-$14.3M
|
-60,499
|
-9%
|
|
|
92
|
Cambridge Associates
Boston,
Massachusetts
|
$143M
|
+$73.4M
|
+310,868
|
+110%
|
|
|
93
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$143M
|
+$8.86M
|
+37,528
|
+7%
|
|
|
94
|
Caprock Group
Boise,
Idaho
|
$141M
|
+$5.18M
|
+21,951
|
+4%
|
|
|
95
|
Merit Financial Group
Alpharetta,
Georgia
|
$141M
|
+$14.8M
|
+62,482
|
+12%
|
|
|
96
|
Oxford Financial Group
Carmel,
Indiana
|
$139M
|
+$12.1M
|
+51,181
|
+10%
|
|
|
97
|
Kestra Advisory Services
Austin,
Texas
|
$135M
|
-$11.9M
|
-50,516
|
-8%
|
|
|
98
|
Global Endowment Management
Charlotte,
North Carolina
|
$133M
|
-$57.8M
|
-244,900
|
-31%
|
|
|
99
|
Central Trust Company
Jefferson City,
Missouri
|
$130M
|
+$116M
|
+490,892
|
+1,026%
|
|
|
100
|
BCM Advisors
Lafayette,
Louisiana
|
$130M
|
+$636K
|
+2,693
|
+0.5%
|
|
