|
1201
|
Lyell Wealth Management
Menlo Park,
California
|
$145M
|
+$1.12M
|
8
|
8.88%
|
Increased
|
|
|
1202
|
Appleton Partners
Boston,
Massachusetts
|
$144M
|
-$2.96M
|
3
|
8.84%
|
Reduced
|
|
|
1203
|
71 West Capital Partners
Boston,
Massachusetts
|
$143M
|
+$16.1M
|
10
|
4.96%
|
Increased
|
|
|
1204
|
Dearborn Partners
Chicago,
Illinois
|
$143M
|
-$14.8M
|
6
|
8.11%
|
Reduced
|
|
|
1205
|
Fiduciary Family Office
Boca Raton,
Florida
|
$143M
|
+$3.29M
|
5
|
35.84%
|
Increased
|
|
|
1206
|
Archon Partners
Princeton Junction,
New Jersey
|
$143M
|
-$4.15M
|
3
|
15.27%
|
Reduced
|
|
|
1207
|
Waycross Partners
Louisville,
Kentucky
|
$143M
|
+$6.04M
|
3
|
12.19%
|
Increased
|
|
|
1208
|
BTC Capital Management
Des Moines,
Iowa
|
$143M
|
+$4.42M
|
6
|
8.66%
|
Increased
|
|
|
1209
|
Boston Family Office
Boston,
Massachusetts
|
$142M
|
-$4.21M
|
5
|
8.62%
|
Reduced
|
|
|
1210
|
Waterloo Capital
Austin,
Texas
|
$142M
|
+$30.6M
|
10
|
7.96%
|
Increased
|
|
|
1211
|
Capital Group Private Client Services
Los Angeles,
California
|
$142M
|
-$3.54M
|
6
|
2%
|
Reduced
|
|
|
1212
|
Longaeva Partners
Chicago,
Illinois
|
$142M
|
+$65.5M
|
11
|
3.09%
|
Increased
|
|
|
1213
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$141M
|
-$318K
|
70
|
4.59%
|
Reduced
|
|
|
1214
|
Means Investment Company
Bangor,
Maine
|
$141M
|
-$1.91M
|
6
|
10.63%
|
Reduced
|
|
|
1215
|
Academy Capital Management
Waco,
Texas
|
$141M
|
-$2.98M
|
3
|
18.6%
|
Reduced
|
|
|
1216
|
Frank Rimerman Advisors
Palo Alto,
California
|
$141M
|
+$4.49M
|
16
|
7.96%
|
Increased
|
|
|
1217
|
Aureus Asset Management
Boston,
Massachusetts
|
$141M
|
-$506K
|
8
|
8.54%
|
Reduced
|
|
|
1218
|
Stack Financial Management
Whitefish,
Montana
|
$140M
|
+$1.05M
|
3
|
10.95%
|
Increased
|
|
|
1219
|
Aljian Capital Management
Carson City,
Nevada
|
$139M
|
-$3.5M
|
4
|
25.84%
|
Reduced
|
|
|
1220
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$139M
|
-$347K
|
6
|
26.78%
|
Reduced
|
|
|
1221
|
Columbus Hill Capital Management
Short Hills,
New Jersey
|
$139M
|
-$37.6M
|
4
|
13.57%
|
Reduced
|
|
|
1222
|
McMillan Office
St. Clair Shores,
Michigan
|
$139M
|
-$301K
|
12
|
15.99%
|
Reduced
|
|
|
1223
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$139M
|
-$41.5K
|
8
|
5.46%
|
Reduced
|
|
|
1224
|
Benchstone Capital Management
New York
|
$139M
|
+$74.8M
|
5
|
16.8%
|
Increased
|
|
|
1225
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$139M
|
+$5.94M
|
15
|
2.14%
|
Increased
|
|
