|
201
|
Stash Investments
New York
|
$73.6M
|
+$6.92M
|
+23,817
|
+10%
|
|
|
202
|
Waverly Advisors
Birmingham,
Alabama
|
$73.5M
|
+$5.87M
|
+20,193
|
+8%
|
|
|
203
|
Avantax Advisory Services
Dallas,
Texas
|
$73.5M
|
+$2.79M
|
+9,600
|
+4%
|
|
|
204
|
Sunesis Advisors
Overland Park,
Kansas
|
$72.8M
|
-$1.35M
|
-4,642
|
-2%
|
|
|
205
|
William Blair & Company
Chicago,
Illinois
|
$72.7M
|
+$28.5K
|
+98
|
+0%
|
|
|
206
|
GSG Advisors
Mount Laurel,
New Jersey
|
$71.9M
|
+$1.9M
|
+6,537
|
+3%
|
|
|
207
|
Nadler Financial Group
Deerfield,
Illinois
|
$71.5M
|
-$867K
|
-2,985
|
-1%
|
|
|
208
|
TD Capital Management
Memphis,
Tennessee
|
$71.3M
|
-$789K
|
-2,715
|
-1%
|
|
|
209
|
SYM Financial Corp
Winona Lake,
Indiana
|
$70.1M
|
+$5.19M
|
+17,848
|
+8%
|
|
|
210
|
Garde Capital
Seattle,
Washington
|
$69.4M
|
+$198K
|
+681
|
+0.3%
|
|
|
211
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$69.1M
|
+$546K
|
+1,880
|
+0.8%
|
|
|
212
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$68.8M
|
+$459K
|
+1,579
|
+0.6%
|
|
|
213
|
Country Club Bank
Kansas City,
Missouri
|
$68.5M
|
+$2.95M
|
+10,159
|
+4%
|
|
|
214
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$67.3M
|
-$745K
|
-2,563
|
-1%
|
|
|
215
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$66.7M
|
-$4.92M
|
-16,932
|
-7%
|
|
|
216
|
KMT Wealth Management
El Segundo,
California
|
$66M
|
+$20.9M
|
+71,950
|
+43%
|
|
|
217
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$65.4M
|
-$1.81M
|
-6,237
|
-3%
|
|
|
218
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$64.9M
|
+$5.22M
|
+17,978
|
+8%
|
|
|
219
|
Bessemer Group
Woodbridge,
New Jersey
|
$64.7M
|
-$1.45M
|
-4,993
|
-2%
|
|
|
220
|
Pinnacle Associates
New York
|
$64.5M
|
+$1.74M
|
+6,006
|
+3%
|
|
|
221
|
Shade Tree Advisors
Saratoga Springs,
New York
|
$64.4M
|
-$411K
|
-1,414
|
-0.6%
|
|
|
222
|
St Louis Trust
Saint Louis,
Missouri
|
$64M
|
-$1.13M
|
-3,887
|
-2%
|
|
|
223
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$63.7M
|
-$8M
|
-27,521
|
-11%
|
|
|
224
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$62.8M
|
-$3.89M
|
-13,384
|
-6%
|
|
|
225
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$62.6M
|
+$1.7M
|
+5,847
|
+3%
|
|
