|
151
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$37.9M
|
+$647K
|
+4,388
|
+2%
|
|
|
152
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$37.7M
|
+$991K
|
+6,718
|
+3%
|
|
|
153
|
GM Advisory Group
Melville,
New York
|
$37.4M
|
+$6.83M
|
+46,287
|
+24%
|
|
|
154
|
Cypress Capital
Franklin,
Tennessee
|
$36.8M
|
+$34.7M
|
+235,328
|
New
|
|
|
155
|
Trilogy Capital
Irvine,
California
|
$36.6M
|
-$743K
|
-5,037
|
-2%
|
|
|
156
|
Veritable
Wilmington,
Delaware
|
$36.4M
|
-$6.1M
|
-41,375
|
-15%
|
|
|
157
|
Cresset Asset Management
Chicago,
Illinois
|
$36.3M
|
+$33.2M
|
+224,850
|
+3,273%
|
|
|
158
|
University of Maryland Foundation
Adelphi,
Maryland
|
$36.2M
|
–
|
–
|
–
|
|
|
159
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$35.7M
|
-$9.44M
|
-63,985
|
-22%
|
|
|
160
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34.8M
|
-$1.56M
|
-10,550
|
-5%
|
|
|
161
|
Balentine LLC
Atlanta,
Georgia
|
$34.3M
|
-$3M
|
-20,376
|
-9%
|
|
|
162
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$34.1M
|
-$3.08M
|
-20,893
|
-9%
|
|
|
163
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$34.1M
|
-$7.11M
|
-48,184
|
-18%
|
|
|
164
|
Windham Capital Management
Boston,
Massachusetts
|
$33.9M
|
+$4.74M
|
+32,129
|
+17%
|
|
|
165
|
SVB Wealth
Boston,
Massachusetts
|
$33.9M
|
+$19M
|
+129,167
|
+147%
|
|
|
166
|
Relative Value Partners Group
|
$33.7M
|
-$896K
|
-6,075
|
-3%
|
|
|
167
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$33.7M
|
-$7.06M
|
-47,907
|
-18%
|
|
|
168
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$33.6M
|
-$418K
|
-2,835
|
-1%
|
|
|
169
|
Astoria Strategic Wealth
Conroe,
Texas
|
$33.1M
|
+$10.6M
|
+72,041
|
+53%
|
|
|
170
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$32.7M
|
-$40.5M
|
-274,305
|
-57%
|
|
|
171
|
JMG Financial Group
Downers Grove,
Illinois
|
$32.1M
|
-$314K
|
-2,131
|
-1%
|
|
|
172
|
Symmetry Partners
Glastonbury,
Connecticut
|
$32M
|
+$1.45M
|
+9,852
|
+5%
|
|
|
173
|
|
$31.9M
|
+$29.8M
|
+201,865
|
+10,647%
|
|
|
174
|
Jones Financial Companies
Des Peres,
Missouri
|
$31.8M
|
-$80.2K
|
-544
|
-0.3%
|
|
|
175
|
Litman Gregory Wealth Management
Larkspur,
California
|
$31.4M
|
-$1.39M
|
-9,429
|
-4%
|
|
