|
126
|
Osborne Partners Capital Management
San Francisco,
California
|
$64.5M
|
+$304K
|
+5,426
|
+0.5%
|
|
|
127
|
Parkwood LLC
Cleveland,
Ohio
|
$64.3M
|
–
|
–
|
–
|
|
|
128
|
Nuveen
Charlotte,
North Carolina
|
$64.3M
|
+$11M
|
+196,085
|
+20%
|
|
|
129
|
Whittier Trust
South Pasadena,
California
|
$63.6M
|
+$4.43M
|
+78,993
|
+7%
|
|
|
130
|
|
$63M
|
+$2.83M
|
+50,480
|
+5%
|
|
|
131
|
WhitTier Trust Company
Reno,
Nevada
|
$62.7M
|
+$2.37M
|
+42,231
|
+4%
|
|
|
132
|
Invictus Private Wealth
Denver,
Colorado
|
$62.3M
|
+$3.23M
|
+57,585
|
+5%
|
|
|
133
|
Commerce Bank
Kansas City,
Missouri
|
$61.9M
|
+$2.87M
|
+51,174
|
+5%
|
|
|
134
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$61.6M
|
+$10.4K
|
+185
|
+0%
|
|
|
135
|
Capital Performance Advisors
Walnut Creek,
California
|
$61.2M
|
+$5.35M
|
+95,547
|
+9%
|
|
|
136
|
Hills Bank & Trust
North Liberty,
Iowa
|
$60.8M
|
+$2.31M
|
+41,236
|
+4%
|
|
|
137
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$60.1M
|
-$1.45M
|
-25,834
|
-2%
|
|
|
138
|
Strid Group
Newtown Square,
Pennsylvania
|
$59.5M
|
+$1.23M
|
+21,998
|
+2%
|
|
|
139
|
AssetMark Inc
Concord,
California
|
$58.7M
|
+$2.27M
|
+40,476
|
+4%
|
|
|
140
|
West Virginia University Foundation
Morgantown,
West Virginia
|
$58.6M
|
+$60.8M
|
+1,084,730
|
New
|
|
|
141
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58.2M
|
-$15.6M
|
-279,327
|
-21%
|
|
|
142
|
&Partners
Nashville,
Tennessee
|
$57.7M
|
+$5.07M
|
+90,482
|
+9%
|
|
|
143
|
Clark Asset Management
Stratham,
New Hampshire
|
$56.9M
|
+$5.38M
|
+96,023
|
+10%
|
|
|
144
|
PDS Planning
Dublin,
Ohio
|
$56.6M
|
+$360K
|
+6,427
|
+0.6%
|
|
|
145
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$56.5M
|
+$9.26M
|
+165,265
|
+18%
|
|
|
146
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$55.9M
|
-$237M
|
-4,235,342
|
-80%
|
|
|
147
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$55.5M
|
+$1.25M
|
+22,315
|
+2%
|
|
|
148
|
Acropolis Investment Management
St. Louis,
Missouri
|
$55.1M
|
+$208K
|
+3,720
|
+0.4%
|
|
|
149
|
Klingman & Associates
New York
|
$54.3M
|
+$518K
|
+9,248
|
+0.9%
|
|
|
150
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$53.3M
|
+$11.6M
|
+207,206
|
+27%
|
|
