|
101
|
Coldstream Capital Management
Bellevue,
Washington
|
$46.9M
|
+$6.17M
|
+142,963
|
+15%
|
|
|
102
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$46.4M
|
+$47.1K
|
+1,092
|
+0.1%
|
|
|
103
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$43.1M
|
+$2.81M
|
+65,124
|
+7%
|
|
|
104
|
Parsec Financial Management
Asheville,
North Carolina
|
$43.1M
|
+$2.87M
|
+66,555
|
+7%
|
|
|
105
|
|
$42.4M
|
-$1.12M
|
-25,896
|
-2%
|
|
|
106
|
Greenline Partners
New York
|
$42.1M
|
+$599K
|
+13,870
|
+1%
|
|
|
107
|
Osborne Partners Capital Management
San Francisco,
California
|
$41.6M
|
-$1.62M
|
-37,562
|
-4%
|
|
|
108
|
Allspring Global Investments
Charlotte,
North Carolina
|
$41.4M
|
+$3.63M
|
+84,166
|
+9%
|
|
|
109
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$41M
|
+$196K
|
+4,538
|
+0.5%
|
|
|
110
|
SoFi Wealth
San Francisco,
California
|
$40.8M
|
+$2.47M
|
+57,236
|
+6%
|
|
|
111
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$38.2M
|
-$12.7K
|
-295
|
-0%
|
|
|
112
|
Altium Wealth Management
Purchase,
New York
|
$37.9M
|
+$6.28M
|
+145,427
|
+19%
|
|
|
113
|
Country Trust Bank
Bloomington,
Illinois
|
$37.9M
|
+$654K
|
+15,149
|
+2%
|
|
|
114
|
Silvercrest Asset Management
New York
|
$37.5M
|
+$1.67M
|
+38,693
|
+4%
|
|
|
115
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$37.3M
|
+$783K
|
+18,148
|
+2%
|
|
|
116
|
Summit Trail Advisors
New York
|
$37.2M
|
-$15M
|
-348,523
|
-28%
|
|
|
117
|
Modera Wealth Management
Westwood,
New Jersey
|
$36.8M
|
-$2.68M
|
-62,083
|
-7%
|
|
|
118
|
Hernani LP
St. Helier,
Jersey
|
$36.7M
|
–
|
–
|
–
|
|
|
119
|
Whittier Trust
South Pasadena,
California
|
$36.4M
|
-$3.03M
|
-70,094
|
-7%
|
|
|
120
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$36.1M
|
+$362K
|
+8,389
|
+1%
|
|
|
121
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$35.6M
|
+$3.27M
|
+75,630
|
+10%
|
|
|
122
|
Regis Management Company
Menlo Park,
California
|
$35.4M
|
+$113K
|
+2,620
|
+0.3%
|
|
|
123
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$35.1M
|
+$1.41M
|
+32,710
|
+4%
|
|
|
124
|
WhitTier Trust Company
Reno,
Nevada
|
$34.7M
|
-$599K
|
-13,869
|
-2%
|
|
|
125
|
Jasper Ridge Partners
Menlo Park,
California
|
$33.8M
|
-$16.2M
|
-375,998
|
-32%
|
|
