|
201
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$13.8M
|
+$2.47M
|
+12,107
|
+20%
|
|
|
202
|
CIBC World Market
Toronto,
Ontario, Canada
|
$13.8M
|
+$153K
|
+748
|
+1%
|
|
|
203
|
Tarbox Family Office
Newport Beach,
California
|
$13.7M
|
+$975K
|
+4,777
|
+7%
|
|
|
204
|
Monetta Financial Services
Wheaton,
Illinois
|
$13.5M
|
–
|
–
|
–
|
|
|
205
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$13.5M
|
-$116K
|
-569
|
-0.8%
|
|
|
206
|
National Planning Corporation
El Segundo,
California
|
$13.3M
|
-$189K
|
-925
|
-1%
|
|
|
207
|
Acropolis Investment Management
St. Louis,
Missouri
|
$13.2M
|
-$411K
|
-2,015
|
-3%
|
|
|
208
|
Voya Financial Advisors
Windsor,
Connecticut
|
$13M
|
-$2.95M
|
-14,446
|
-17%
|
|
|
209
|
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
|
$12.8M
|
-$939K
|
-4,600
|
-6%
|
|
|
210
|
Cornerstone Capital Management Holdings
New York
|
$12.8M
|
-$811K
|
-3,973
|
-6%
|
|
|
211
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.5M
|
-$402K
|
-1,968
|
-3%
|
|
|
212
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$12.5M
|
+$1.13M
|
+5,517
|
+9%
|
|
|
213
|
BTC Capital Management
Des Moines,
Iowa
|
$12.5M
|
+$1.64M
|
+8,031
|
+14%
|
|
|
214
|
Confluence Wealth Management
Portland,
Oregon
|
$12.3M
|
+$1.04M
|
+5,076
|
+9%
|
|
|
215
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.2M
|
-$1.33M
|
-6,527
|
-10%
|
|
|
216
|
State Street
Boston,
Massachusetts
|
$12.2M
|
-$407K
|
-1,994
|
-3%
|
|
|
217
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$12M
|
-$34.5K
|
-169
|
-0.3%
|
|
|
218
|
Argentus Capital Management
Dallas,
Texas
|
$11.9M
|
+$200K
|
+980
|
+2%
|
|
|
219
|
Sand Hill Global Advisors
Palo Alto,
California
|
$11.8M
|
+$885K
|
+4,338
|
+8%
|
|
|
220
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$11.5M
|
+$688K
|
+3,370
|
+6%
|
|
|
221
|
Comerica Securities
Detroit,
Michigan
|
$11.5M
|
+$1.33M
|
+6,536
|
+12%
|
|
|
222
|
Vicus Capital
State College,
Pennsylvania
|
$11.5M
|
+$2.44M
|
+11,973
|
+25%
|
|
|
223
|
Amarillo National Bank
Amarillo,
Texas
|
$11.2M
|
+$5.59M
|
+27,390
|
+90%
|
|
|
224
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$10.9M
|
+$38K
|
+186
|
+0.3%
|
|
|
225
|
WhitTier Trust Company
Reno,
Nevada
|
$10.8M
|
+$27.6K
|
+135
|
+0.2%
|
|
