|
226
|
D.A. Davidson & Co
Great Falls,
Montana
|
$74M
|
+$2.72M
|
+6,482
|
+4%
|
|
|
227
|
First Interstate Bank
Billings,
Montana
|
$72.8M
|
+$70.9M
|
+169,291
|
New
|
|
|
228
|
Atria Investments
Charlotte,
North Carolina
|
$72.6M
|
+$5.71M
|
+13,627
|
+9%
|
|
|
229
|
Baystate Wealth Management
Boston,
Massachusetts
|
$72.1M
|
-$10.1M
|
-24,043
|
-13%
|
|
|
230
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$72M
|
-$917K
|
-2,189
|
-1%
|
|
|
231
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$71.8M
|
-$62K
|
-148
|
-0.1%
|
|
|
232
|
BOK Financial Private Wealth
Denver,
Colorado
|
$71.4M
|
-$1.9M
|
-4,547
|
-3%
|
|
|
233
|
Bessemer Securities
New York
|
$70.9M
|
–
|
–
|
–
|
|
|
234
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$70.7M
|
-$12.3M
|
-29,461
|
-15%
|
|
|
235
|
BSW Wealth Partners
Boulder,
Colorado
|
$70.1M
|
-$10M
|
-23,930
|
-13%
|
|
|
236
|
Tortoise Investment Management
White Plains,
New York
|
$70.1M
|
-$445K
|
-1,062
|
-0.6%
|
|
|
237
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$70M
|
+$2.73M
|
+6,525
|
+4%
|
|
|
238
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$69.7M
|
-$41.1M
|
-98,100
|
-38%
|
|
|
239
|
ALPS Advisors
Denver,
Colorado
|
$68.8M
|
-$1.41M
|
-3,370
|
-2%
|
|
|
240
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$67.5M
|
+$1.55M
|
+3,708
|
+2%
|
|
|
241
|
Destination Wealth Management
Walnut Creek,
California
|
$67.4M
|
-$1.15M
|
-2,741
|
-2%
|
|
|
242
|
West Coast Financial
Santa Barbara,
California
|
$67.2M
|
+$3.69M
|
+8,804
|
+6%
|
|
|
243
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$67.2M
|
-$1.14M
|
-2,723
|
-2%
|
|
|
244
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$66.9M
|
-$515K
|
-1,230
|
-0.8%
|
|
|
245
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$66.6M
|
+$5.13M
|
+12,237
|
+9%
|
|
|
246
|
M Holdings Securities
Portland,
Oregon
|
$66.6M
|
+$2.62M
|
+6,261
|
+4%
|
|
|
247
|
Summit Financial Strategies
Columbus,
Ohio
|
$66.5M
|
+$13.2M
|
+31,430
|
+25%
|
|
|
248
|
Chandler Asset Management
San Diego,
California
|
$66.3M
|
-$436K
|
-1,040
|
-0.7%
|
|
|
249
|
Horan Securities
Cincinnati,
United States
|
$66.1M
|
+$3.59M
|
+8,573
|
+6%
|
|
|
250
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$66M
|
+$1.18M
|
+2,823
|
+2%
|
|
