|
151
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$6.2M
|
-$1.57M
|
-73,276
|
-20%
|
|
|
152
|
ClariVest Asset Management
San Diego,
California
|
$6.18M
|
–
|
–
|
–
|
|
|
153
|
SouthState Corp
Winter Haven,
Florida
|
$6.16M
|
+$413K
|
+19,236
|
+7%
|
|
|
154
|
Jasper Ridge Partners
Menlo Park,
California
|
$6.03M
|
–
|
–
|
–
|
|
|
155
|
Wellington Management Group
Boston,
Massachusetts
|
$5.96M
|
+$1.36M
|
+63,156
|
+30%
|
|
|
156
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$5.93M
|
-$4.29K
|
-200
|
-0.1%
|
|
|
157
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$5.86M
|
-$49.1K
|
-2,288
|
-0.8%
|
|
|
158
|
Community Financial System
Syracuse,
New York
|
$5.84M
|
-$8.07K
|
-376
|
-0.1%
|
|
|
159
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.79M
|
+$468K
|
+21,808
|
+9%
|
|
|
160
|
Private Advisor Group
Morristown,
New Jersey
|
$5.75M
|
+$1.21M
|
+56,384
|
+27%
|
|
|
161
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$5.75M
|
+$265K
|
+12,328
|
+5%
|
|
|
162
|
Tower Research Capital (TRC)
New York
|
$5.66M
|
+$5.61M
|
+261,532
|
New
|
|
|
163
|
BlackRock Institutional Trust
San Francisco,
California
|
$5.64M
|
-$19.9M
|
-928,708
|
-78%
|
|
|
164
|
NWAM LLC
Mercer Island,
Washington
|
$5.63M
|
+$2.61M
|
+121,516
|
+88%
|
|
|
165
|
Whittier Trust
South Pasadena,
California
|
$5.41M
|
-$461K
|
-21,484
|
-8%
|
|
|
166
|
Twele Capital Management
Minnetonka,
Minnesota
|
$5.39M
|
–
|
–
|
–
|
|
|
167
|
JMG Financial Group
Downers Grove,
Illinois
|
$5.21M
|
+$136K
|
+6,336
|
+3%
|
|
|
168
|
RNC Capital Management
Los Angeles,
California
|
$5.07M
|
-$2.15K
|
-100
|
-0%
|
|
|
169
|
One Capital Management
Westlake Village,
California
|
$4.98M
|
+$4.94M
|
+230,052
|
New
|
|
|
170
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$4.95M
|
+$2.78M
|
+129,552
|
+131%
|
|
|
171
|
Evercore Wealth Management
New York
|
$4.87M
|
-$177K
|
-8,240
|
-4%
|
|
|
172
|
Colony Group
Boston,
Massachusetts
|
$4.8M
|
+$1.85M
|
+86,056
|
+63%
|
|
|
173
|
SII Investments
Appleton,
Wisconsin
|
$4.76M
|
+$1.76M
|
+82,052
|
+56%
|
|
|
174
|
ProVise Management Group
Clearwater,
Florida
|
$4.67M
|
+$112K
|
+5,216
|
+2%
|
|
|
175
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$4.48M
|
–
|
–
|
–
|
|
