|
101
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$268M
|
+$43.7M
|
+122,190
|
+20%
|
|
|
102
|
Rebalance
Palo Alto,
California
|
$260M
|
-$13.4M
|
-37,346
|
-5%
|
|
|
103
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$258M
|
+$17.2M
|
+48,174
|
+7%
|
|
|
104
|
Trilogy Capital
Irvine,
California
|
$256M
|
+$3.2M
|
+8,947
|
+1%
|
|
|
105
|
TIAA-CREF Individual & Institutional Services
New York
|
$254M
|
-$3.34M
|
-9,355
|
-1%
|
|
|
106
|
SEI Investments
Oaks,
Pennsylvania
|
$252M
|
+$7.18M
|
+20,083
|
+3%
|
|
|
107
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$247M
|
-$258K
|
-721
|
-0.1%
|
|
|
108
|
Stephens Inc
Little Rock,
Arkansas
|
$244M
|
+$773K
|
+2,162
|
+0.3%
|
|
|
109
|
Tanglewood Wealth Management
Houston,
Texas
|
$239M
|
+$18.7M
|
+52,414
|
+9%
|
|
|
110
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$234M
|
+$495K
|
+1,385
|
+0.2%
|
|
|
111
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$229M
|
+$2.53M
|
+7,074
|
+1%
|
|
|
112
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$228M
|
+$7.35M
|
+20,551
|
+3%
|
|
|
113
|
Investure LLC
Charlottesville,
Virginia
|
$223M
|
-$15.4M
|
-43,038
|
-7%
|
|
|
114
|
Waverly Advisors
Birmingham,
Alabama
|
$222M
|
+$94.8M
|
+265,148
|
+79%
|
|
|
115
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$221M
|
+$72.7M
|
+203,343
|
+52%
|
|
|
116
|
Constellation Investments
Montgomery,
Ohio
|
$218M
|
–
|
–
|
–
|
|
|
117
|
AGF Management
Toronto,
Ontario, Canada
|
$217M
|
-$7.17M
|
-20,042
|
-3%
|
|
|
118
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$217M
|
+$38.1M
|
+106,524
|
+22%
|
|
|
119
|
Sendero Wealth Management
San Antonio,
Texas
|
$215M
|
-$261K
|
-729
|
-0.1%
|
|
|
120
|
SBI Securities
Tokyo,
Japan
|
$213M
|
-$1.57M
|
-4,401
|
-0.8%
|
|
|
121
|
Allen Investment Management
New York
|
$209M
|
-$10.3M
|
-28,753
|
-5%
|
|
|
122
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$207M
|
-$6.7M
|
-18,730
|
-3%
|
|
|
123
|
Briaud Financial Planning
College Station,
Texas
|
$206M
|
+$6.17M
|
+17,248
|
+3%
|
|
|
124
|
Oakwell Private Wealth Management
Austin,
Texas
|
$204M
|
-$12M
|
-33,423
|
-6%
|
|
|
125
|
Zhang Financial
Portage,
Michigan
|
$204M
|
-$4.74M
|
-13,258
|
-2%
|
|
