|
201
|
Allianz Asset Management
Munich,
Germany
|
$43.3M
|
-$3.24M
|
-15,775
|
-6%
|
|
|
202
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$43.1M
|
-$1.45M
|
-7,058
|
-0.1%
|
|
|
203
|
KCM Investment Advisors
Greenbrae,
California
|
$42.6M
|
+$362K
|
+1,760
|
+0.8%
|
|
|
204
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$42.6M
|
-$444K
|
-2,159
|
-0.9%
|
|
|
205
|
|
$42.3M
|
+$4.94M
|
+24,041
|
+12%
|
|
|
206
|
TD Capital Management
Memphis,
Tennessee
|
$42.3M
|
+$5.12M
|
+24,933
|
+13%
|
|
|
207
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$41.9M
|
+$11M
|
+53,602
|
+32%
|
|
|
208
|
OLIO Financial Planning
Mclean,
Virginia
|
$41.7M
|
+$7.95M
|
+38,696
|
+21%
|
|
|
209
|
Rockefeller Capital Management
New York
|
$41.6M
|
+$5.61M
|
+27,284
|
+14%
|
|
|
210
|
D'Orazio & Associates
Falls Church,
Virginia
|
$41.6M
|
+$274K
|
+1,334
|
+0.6%
|
|
|
211
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$41.4M
|
+$51K
|
+248
|
+0.1%
|
|
|
212
|
Windham Capital Management
Boston,
Massachusetts
|
$41M
|
+$6.72M
|
+32,688
|
+18%
|
|
|
213
|
First Ascent Asset Management
Denver,
Colorado
|
$41M
|
+$3.99M
|
+19,431
|
+10%
|
|
|
214
|
GM Advisory Group
Melville,
New York
|
$40.5M
|
-$3.25M
|
-15,841
|
-7%
|
|
|
215
|
Jones Financial Companies
Des Peres,
Missouri
|
$40.5M
|
-$7.6K
|
-37
|
-0%
|
|
|
216
|
LGL Partners
Philadelphia,
Pennsylvania
|
$39.2M
|
+$156K
|
+759
|
+0.4%
|
|
|
217
|
GP Brinson Investments
Chicago,
Illinois
|
$39.1M
|
–
|
–
|
–
|
|
|
218
|
Cypress Capital
Franklin,
Tennessee
|
$38.7M
|
+$816K
|
+3,974
|
+2%
|
|
|
219
|
Cedar Wealth Management
Walnut Creek,
California
|
$38.4M
|
+$948K
|
+4,613
|
+2%
|
|
|
220
|
Cetera Advisor Networks
El Segundo,
California
|
$38.2M
|
+$3.89M
|
+18,931
|
+10%
|
|
|
221
|
ETF Portfolio Partners
Leawood,
Kansas
|
$38.2M
|
-$1.67M
|
-8,113
|
-4%
|
|
|
222
|
Gleason Group
Prospect,
Kentucky
|
$37.9M
|
+$1.34M
|
+6,524
|
+3%
|
|
|
223
|
Equitable Holdings
New York
|
$37.6M
|
+$3.44M
|
+16,761
|
+9%
|
|
|
224
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$37.5M
|
+$21.9M
|
+106,709
|
+116%
|
|
|
225
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$37.5M
|
+$21.8M
|
+106,168
|
+115%
|
|
