|
151
|
Mariner
Overland Park,
Kansas
|
$12.4M
|
+$4.73M
|
+43,417
|
+61%
|
|
|
152
|
MV Capital Management
Bethesda,
Maryland
|
$12.2M
|
+$328K
|
+3,009
|
+3%
|
|
|
153
|
CPWM LLC
Seattle,
Washington
|
$12.1M
|
+$310K
|
+2,851
|
+3%
|
|
|
154
|
Fairview Capital Investment Management
Greenbrae,
California
|
$12M
|
+$1.51M
|
+13,889
|
+14%
|
|
|
155
|
American International Group
New York
|
$11.9M
|
-$7.47M
|
-68,625
|
-38%
|
|
|
156
|
SSI Investment Management
Los Angeles,
California
|
$11.9M
|
+$3.43M
|
+31,509
|
+40%
|
|
|
157
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$11.7M
|
-$180K
|
-1,650
|
-2%
|
|
|
158
|
Parkside Advisors
Berkeley,
California
|
$11.2M
|
-$23.7K
|
-218
|
-0.2%
|
|
|
159
|
Raymond James Trust
St. Petersburg,
Florida
|
$11.1M
|
+$1.32M
|
+12,132
|
+13%
|
|
|
160
|
Manifold Partners
San Francisco,
California
|
$11.1M
|
+$11.2M
|
+102,851
|
New
|
|
|
161
|
|
$10.9M
|
+$9.11M
|
+83,694
|
+483%
|
|
|
162
|
William Blair Investment Management
Chicago,
Illinois
|
$10.9M
|
+$109K
|
+1,000
|
+1%
|
|
|
163
|
Cetera Advisors
Denver,
Colorado
|
$10.9M
|
-$456K
|
-4,191
|
-4%
|
|
|
164
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$10.9M
|
+$11M
|
+100,644
|
New
|
|
|
165
|
Confluence Wealth Management
Portland,
Oregon
|
$10.8M
|
+$1.43M
|
+13,148
|
+15%
|
|
|
166
|
Retirement Design & Management
Westport,
Connecticut
|
$10.7M
|
+$10.8M
|
+99,479
|
New
|
|
|
167
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.6M
|
+$207K
|
+1,904
|
+2%
|
|
|
168
|
Cypress Capital Group
Palm Beach,
Florida
|
$10.4M
|
+$199K
|
+1,825
|
+2%
|
|
|
169
|
Investment Centers of America
Bismarck,
North Dakota
|
$10.3M
|
+$3.35M
|
+30,755
|
+48%
|
|
|
170
|
Washington Trust
Westerly,
Rhode Island
|
$10.2M
|
+$169K
|
+1,551
|
+2%
|
|
|
171
|
Montecito Bank & Trust
Santa Barbara,
California
|
$10.1M
|
+$3.4M
|
+31,242
|
+50%
|
|
|
172
|
Truist Financial
Charlotte,
North Carolina
|
$9.37M
|
-$1.32M
|
-12,173
|
-12%
|
|
|
173
|
Ronald Blue & Co
Roswell,
Georgia
|
$9.22M
|
+$4.47M
|
+41,064
|
+93%
|
|
|
174
|
Caprin Asset Management
Henrico,
Virginia
|
$9.19M
|
+$9.26M
|
+85,078
|
New
|
|
|
175
|
The Family Firm
Bethesda,
Maryland
|
$9.02M
|
-$332K
|
-3,047
|
-4%
|
|
