|
101
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$45.8M
|
-$3.27M
|
-80,462
|
-6%
|
|
|
102
|
Willis Johnson & Associates
Houston,
Texas
|
$45.2M
|
+$3.18M
|
+78,369
|
+7%
|
|
|
103
|
Baystate Wealth Management
Boston,
Massachusetts
|
$43.9M
|
+$623K
|
+15,346
|
+1%
|
|
|
104
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$43.1M
|
+$2.7M
|
+66,422
|
+6%
|
|
|
105
|
Parsec Financial Management
Asheville,
North Carolina
|
$39.3M
|
+$1.68M
|
+41,404
|
+4%
|
|
|
106
|
Silvercrest Asset Management
New York
|
$38.9M
|
+$6.73M
|
+165,720
|
+18%
|
|
|
107
|
SoFi Wealth
San Francisco,
California
|
$38.4M
|
+$2.9M
|
+71,513
|
+7%
|
|
|
108
|
|
$37.8M
|
-$5.38M
|
-132,461
|
-11%
|
|
|
109
|
Osborne Partners Capital Management
San Francisco,
California
|
$37.8M
|
+$1.48M
|
+36,568
|
+4%
|
|
|
110
|
Greenline Partners
New York
|
$37M
|
+$169K
|
+4,172
|
+0.4%
|
|
|
111
|
Jordan Park Group
San Francisco,
California
|
$36.7M
|
-$28.3M
|
-697,396
|
-41%
|
|
|
112
|
Sepio Capital
Salt Lake City,
Utah
|
$36.2M
|
+$30.9M
|
+761,652
|
+331%
|
|
|
113
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$35.8M
|
+$2.53M
|
+62,339
|
+7%
|
|
|
114
|
Freestone Capital Holdings
Seattle,
Washington
|
$35.7M
|
+$7.88M
|
+194,108
|
+25%
|
|
|
115
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$35.4M
|
-$2.69M
|
-66,219
|
-6%
|
|
|
116
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$34.4M
|
-$1.74M
|
-42,821
|
-4%
|
|
|
117
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$33.3M
|
+$2.38M
|
+58,589
|
+7%
|
|
|
118
|
|
$33.3M
|
-$4.3M
|
-105,802
|
-10%
|
|
|
119
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$33.1M
|
+$1.59M
|
+39,205
|
+5%
|
|
|
120
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$33M
|
+$2.48M
|
+61,091
|
+7%
|
|
|
121
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$32.8M
|
+$117K
|
+2,885
|
+0.3%
|
|
|
122
|
Whittier Trust
South Pasadena,
California
|
$32.5M
|
+$771K
|
+18,990
|
+2%
|
|
|
123
|
Summit Trail Advisors
New York
|
$32.2M
|
-$400K
|
-9,840
|
-1%
|
|
|
124
|
Hernani LP
St. Helier,
Jersey
|
$32.2M
|
–
|
–
|
–
|
|
|
125
|
Pure Financial Advisors
San Diego,
California
|
$32M
|
+$3.25M
|
+79,947
|
+10%
|
|
