|
126
|
Life Line Wealth Management
Beverly Hills,
California
|
$38.1M
|
-$36.9M
|
-401,879
|
-48%
|
|
|
127
|
Argos Wealth Advisors
Sacramento,
California
|
$37.9M
|
-$202K
|
-2,202
|
-0.5%
|
|
|
128
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$37.9M
|
+$2.68M
|
+29,209
|
+7%
|
|
|
129
|
WESCAP Management Group
Glendale,
California
|
$37.8M
|
-$1.52M
|
-16,617
|
-4%
|
|
|
130
|
Spinnaker Trust
Portland,
Maine
|
$36.8M
|
+$109K
|
+1,191
|
+0.3%
|
|
|
131
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$35.8M
|
+$2.75M
|
+30,033
|
+8%
|
|
|
132
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$34.9M
|
-$16.8M
|
-183,614
|
-32%
|
|
|
133
|
VPR Management
Houston,
Texas
|
$34.9M
|
–
|
–
|
–
|
|
|
134
|
China Universal Asset Management Company
Shanghai,
China
|
$34.7M
|
+$29.1M
|
+316,940
|
+412%
|
|
|
135
|
Mackay Shields LLC
New York
|
$34.4M
|
-$7.78M
|
-84,850
|
-18%
|
|
|
136
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.1M
|
+$12.9M
|
+141,084
|
+31%
|
|
|
137
|
BFSG LLC
Irvine,
California
|
$34.1M
|
+$282K
|
+3,076
|
+0.8%
|
|
|
138
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$34.1M
|
-$19.7M
|
-214,669
|
-36%
|
|
|
139
|
West Family Investments
Carlsbad,
California
|
$34.1M
|
-$3.47M
|
-37,828
|
-9%
|
|
|
140
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$33.6M
|
+$32.9M
|
+359,118
|
+1,641%
|
|
|
141
|
Independent Family Office
Albany,
New York
|
$32.9M
|
-$1.21M
|
-13,238
|
-3%
|
|
|
142
|
|
$32.8M
|
-$1.87M
|
-20,338
|
-5%
|
|
|
143
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$32.8M
|
-$2.02M
|
-22,059
|
-6%
|
|
|
144
|
CIBC World Market
Toronto,
Ontario, Canada
|
$31.5M
|
+$5.62M
|
+61,250
|
+21%
|
|
|
145
|
Corient Private Wealth
Miami,
Florida
|
$31.4M
|
-$69.3M
|
-755,061
|
-56%
|
|
|
146
|
Concurrent Investment Advisors
Tampa,
Florida
|
$31.1M
|
-$200M
|
-2,181,499
|
-86%
|
|
|
147
|
|
$31.1M
|
-$5.72M
|
-62,305
|
-15%
|
|
|
148
|
First Foundation Advisors
Irvine,
California
|
$30.7M
|
+$539K
|
+5,875
|
+2%
|
|
|
149
|
Chemistry Wealth Management
New York
|
$30.5M
|
-$334K
|
-3,645
|
-1%
|
|
|
150
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$30.3M
|
-$9.51M
|
-103,710
|
-23%
|
|
