|
126
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$18.5M
|
-$570K
|
-2,475
|
-3%
|
|
|
127
|
Allen Investment Management
New York
|
$18.5M
|
-$45.1K
|
-196
|
-0.3%
|
|
|
128
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$18.4M
|
-$1.05M
|
-4,554
|
-6%
|
|
|
129
|
Coldstream Capital Management
Bellevue,
Washington
|
$18.2M
|
-$532K
|
-2,309
|
-3%
|
|
|
130
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.1M
|
+$35.9K
|
+156
|
+0.3%
|
|
|
131
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$18.1M
|
+$35.9K
|
+156
|
+0.3%
|
|
|
132
|
R.M. Davis Inc
Portland,
Maine
|
$18M
|
-$461K
|
-2,002
|
-3%
|
|
|
133
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$17.6M
|
-$459K
|
-1,994
|
-3%
|
|
|
134
|
Raffa Wealth Management
Washington,
District of Columbia
|
$17.6M
|
–
|
–
|
–
|
|
|
135
|
CM Wealth Advisors
Beachwood,
Ohio
|
$17.3M
|
+$15.9M
|
+68,868
|
New
|
|
|
136
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.1M
|
+$255K
|
+1,107
|
+2%
|
|
|
137
|
Aspiriant LLC
Los Angeles,
California
|
$17M
|
-$526K
|
-2,286
|
-3%
|
|
|
138
|
Pitcairn
Conshohocken,
Pennsylvania
|
$16.8M
|
+$90.3K
|
+392
|
+0.6%
|
|
|
139
|
Rockefeller Capital Management
New York
|
$16.7M
|
+$11.5M
|
+49,841
|
+256%
|
|
|
140
|
Austin Private Wealth
Austin,
Texas
|
$16.6M
|
-$276K
|
-1,199
|
-2%
|
|
|
141
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.5M
|
+$841K
|
+3,650
|
+6%
|
|
|
142
|
Huntington National Bank
Columbus,
Ohio
|
$16.4M
|
–
|
–
|
–
|
|
|
143
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.4M
|
-$84.1K
|
-365
|
-0.5%
|
|
|
144
|
Centerpoint Advisors
Needham,
Massachusetts
|
$16.3M
|
+$145K
|
+629
|
+1%
|
|
|
145
|
Trust Company
Manhattan,
Kansas
|
$16.3M
|
-$348K
|
-1,509
|
-2%
|
|
|
146
|
UMB Bank
Kansas City,
Missouri
|
$16.2M
|
-$9.21K
|
-40
|
-0.1%
|
|
|
147
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$16.1M
|
–
|
–
|
–
|
|
|
148
|
Boston Financial Management
Boston,
Massachusetts
|
$15.8M
|
-$246K
|
-1,067
|
-2%
|
|
|
149
|
JT Stratford LLC
Gainesville,
Georgia
|
$14.9M
|
+$3.15M
|
+13,693
|
+29%
|
|
|
150
|
Private Ocean
San Rafael,
California
|
$14.9M
|
-$12.2K
|
-53
|
-0.1%
|
|
