|
201
|
Summit Financial Strategies
Columbus,
Ohio
|
$15M
|
-$216K
|
-3,174
|
-1%
|
|
|
202
|
Private Advisor Group
Morristown,
New Jersey
|
$15M
|
-$3.99M
|
-58,659
|
-20%
|
|
|
203
|
TIAA FSB
Jacksonville,
Florida
|
$15M
|
-$206K
|
-3,024
|
-1%
|
|
|
204
|
Minot Capital
Broomfield,
Colorado
|
$15M
|
–
|
–
|
–
|
|
|
205
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$15M
|
+$64.9K
|
+954
|
+0.4%
|
|
|
206
|
Regis Management Company
Menlo Park,
California
|
$15M
|
-$1.74M
|
-25,500
|
-10%
|
|
|
207
|
Brighton Jones LLC
Seattle,
Washington
|
$14.9M
|
+$107K
|
+1,579
|
+0.7%
|
|
|
208
|
Crestone Asset Management
Boulder,
Colorado
|
$14.9M
|
-$1.09M
|
-16,000
|
-6%
|
|
|
209
|
Evercore Wealth Management
New York
|
$14.7M
|
-$464K
|
-6,820
|
-3%
|
|
|
210
|
Patton Fund Management
Dallas,
Texas
|
$14.4M
|
+$1.54M
|
+22,692
|
+11%
|
|
|
211
|
Steward Partners Investment Advisory
New York
|
$14.2M
|
-$1.03M
|
-15,121
|
-6%
|
|
|
212
|
Quest Investment Management
Lake Oswego,
Oregon
|
$14.1M
|
+$2.01M
|
+29,479
|
+15%
|
|
|
213
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$14.1M
|
-$15.5K
|
-228
|
-0.1%
|
|
|
214
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$13.8M
|
-$3.68M
|
-54,020
|
-20%
|
|
|
215
|
Parallel Advisors
San Francisco,
California
|
$13.8M
|
+$9.63M
|
+141,469
|
+179%
|
|
|
216
|
Freestone Capital Holdings
Seattle,
Washington
|
$13.6M
|
-$2.38M
|
-35,013
|
-14%
|
|
|
217
|
Lido Advisors
Los Angeles,
California
|
$13.5M
|
-$2.59K
|
-38
|
-0%
|
|
|
218
|
Cornerstone Management
Duluth,
Georgia
|
$13.2M
|
-$506K
|
-7,429
|
-3%
|
|
|
219
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$13.1M
|
+$13.4M
|
+197,597
|
+1,639%
|
|
|
220
|
Employees Retirement System of Texas
Austin,
Texas
|
$13.1M
|
+$8.52M
|
+125,200
|
+149%
|
|
|
221
|
Allie Family Office
Miami,
Florida
|
$13.1M
|
-$277K
|
-4,066
|
-2%
|
|
|
222
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$13M
|
+$992K
|
+14,578
|
+8%
|
|
|
223
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$12.8M
|
-$1.72M
|
-25,210
|
-11%
|
|
|
224
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12.8M
|
+$799K
|
+11,736
|
+6%
|
|
|
225
|
SNS Financial Group
Minneapolis,
Minnesota
|
$12.8M
|
+$549K
|
+8,062
|
+4%
|
|
