|
126
|
Swan Global Investments
Durango,
Colorado
|
$34.8M
|
+$392K
|
+4,900
|
+1%
|
|
|
127
|
Goldstein Munger & Associates
San Ramon,
California
|
$34.5M
|
+$162K
|
+2,026
|
+0.5%
|
|
|
128
|
Capital International Investors
Los Angeles,
California
|
$34.2M
|
+$21.7M
|
+271,309
|
+164%
|
|
|
129
|
Lenox Wealth Advisors
New York
|
$34.1M
|
+$1.89M
|
+23,569
|
+6%
|
|
|
130
|
Comerica Securities
Detroit,
Michigan
|
$33.4M
|
+$1.32M
|
+16,495
|
+4%
|
|
|
131
|
Country Club Trust
Kansas City,
Missouri
|
$33.1M
|
+$887K
|
+11,091
|
+3%
|
|
|
132
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$32.4M
|
+$584K
|
+7,296
|
+2%
|
|
|
133
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$32M
|
-$12.5M
|
-155,729
|
-27%
|
|
|
134
|
Kestra Advisory Services
Austin,
Texas
|
$32M
|
+$1.55M
|
+19,358
|
+5%
|
|
|
135
|
Baker Avenue Asset Management
San Francisco,
California
|
$31.7M
|
-$163K
|
-2,037
|
-0.5%
|
|
|
136
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$31.5M
|
+$3.15M
|
+39,423
|
+11%
|
|
|
137
|
Destination Wealth Management
Walnut Creek,
California
|
$31.5M
|
+$862K
|
+10,768
|
+3%
|
|
|
138
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$31.4M
|
–
|
–
|
–
|
|
|
139
|
Parkside Advisors
Berkeley,
California
|
$31.4M
|
+$872K
|
+10,896
|
+3%
|
|
|
140
|
Ballentine Partners
Waltham,
Massachusetts
|
$31.3M
|
-$28.1K
|
-351
|
-0.1%
|
|
|
141
|
Veritable
Wilmington,
Delaware
|
$30.8M
|
–
|
–
|
–
|
|
|
142
|
|
$30.4M
|
+$14.5M
|
+181,813
|
+87%
|
|
|
143
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$29.7M
|
-$22.7M
|
-284,066
|
-43%
|
|
|
144
|
First Horizon Advisors
Memphis,
Tennessee
|
$29.3M
|
+$5.44M
|
+68,030
|
+22%
|
|
|
145
|
MetLife Investment Management
Whippany,
New Jersey
|
$29M
|
+$18.3M
|
+228,500
|
+159%
|
|
|
146
|
Grimes & Company
Westborough,
Massachusetts
|
$28.2M
|
-$153K
|
-1,911
|
-0.5%
|
|
|
147
|
TD Private Client Wealth
New York
|
$27.8M
|
+$1.68M
|
+20,948
|
+6%
|
|
|
148
|
Fort Point Capital Partners
San Francisco,
California
|
$26.9M
|
+$485K
|
+6,068
|
+2%
|
|
|
149
|
Principal Financial Group
Des Moines,
Iowa
|
$26.8M
|
+$70.3K
|
+879
|
+0.3%
|
|
|
150
|
Aristotle Capital Management
Los Angeles,
California
|
$26.6M
|
+$761K
|
+9,508
|
+3%
|
|
