|
176
|
Sunesis Advisors
Overland Park,
Kansas
|
$54.5M
|
+$506K
|
+2,628
|
+0.9%
|
|
|
177
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$54.4M
|
+$4.12M
|
+21,354
|
+8%
|
|
|
178
|
First Ascent Asset Management
Denver,
Colorado
|
$53.9M
|
+$7.09M
|
+36,774
|
+15%
|
|
|
179
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$53.9M
|
–
|
–
|
–
|
|
|
180
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$53.8M
|
-$674K
|
-3,496
|
-1%
|
|
|
181
|
Oakwell Private Wealth Management
Austin,
Texas
|
$52.4M
|
+$2.55M
|
+13,233
|
+5%
|
|
|
182
|
VPR Management
Houston,
Texas
|
$52.3M
|
–
|
–
|
–
|
|
|
183
|
Linscomb Wealth
Houston,
Texas
|
$52M
|
+$450K
|
+2,333
|
+0.9%
|
|
|
184
|
Windham Capital Management
Boston,
Massachusetts
|
$52M
|
+$10.3M
|
+53,449
|
+24%
|
|
|
185
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$51.2M
|
-$375K
|
-1,946
|
-0.7%
|
|
|
186
|
Rockefeller Capital Management
New York
|
$51.2M
|
+$6.3M
|
+32,693
|
+14%
|
|
|
187
|
Seaside Wealth Management
Carlsbad,
California
|
$51.1M
|
+$1.61M
|
+8,354
|
+3%
|
|
|
188
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$50.9M
|
+$848K
|
+4,402
|
+2%
|
|
|
189
|
Victory Capital Management
San Antonio,
Texas
|
$50.8M
|
-$128M
|
-662,062
|
-71%
|
|
|
190
|
Bailard
Foster City,
California
|
$50.5M
|
-$1.26M
|
-6,530
|
-2%
|
|
|
191
|
Beacon Pointe Advisors
Newport Beach,
California
|
$49.8M
|
-$1.02M
|
-5,272
|
-2%
|
|
|
192
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$49.7M
|
–
|
–
|
–
|
|
|
193
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$49.7M
|
–
|
–
|
–
|
|
|
194
|
Equitable Holdings
New York
|
$49.6M
|
+$12.7M
|
+65,764
|
+34%
|
|
|
195
|
Valmark Advisers
Akron,
Ohio
|
$49.6M
|
-$4.96M
|
-25,739
|
-9%
|
|
|
196
|
Brighton Jones LLC
Seattle,
Washington
|
$49.5M
|
-$1.05M
|
-5,466
|
-2%
|
|
|
197
|
GP Brinson Investments
Chicago,
Illinois
|
$49.4M
|
-$1.69M
|
-8,750
|
-3%
|
|
|
198
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$49.3M
|
+$3.69M
|
+19,169
|
+8%
|
|
|
199
|
Segment Wealth Management
Houston,
Texas
|
$49.1M
|
-$1.01M
|
-5,254
|
-2%
|
|
|
200
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$48.9M
|
-$4.02M
|
-20,852
|
-8%
|
|
