|
126
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$38.8M
|
+$41.4M
|
+1,045,717
|
New
|
|
|
127
|
Vision Capital Management
Portland,
Oregon
|
$38.7M
|
+$1.78M
|
+44,910
|
+5%
|
|
|
128
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$38.6M
|
-$484K
|
-12,222
|
-1%
|
|
|
129
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$37.5M
|
-$2.16M
|
-54,632
|
-5%
|
|
|
130
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$37.1M
|
+$1.86M
|
+46,900
|
+5%
|
|
|
131
|
JMG Financial Group
Downers Grove,
Illinois
|
$36.8M
|
-$337K
|
-8,514
|
-0.9%
|
|
|
132
|
Old Mission Capital
Chicago,
Illinois
|
$36.3M
|
+$38.7M
|
+978,664
|
New
|
|
|
133
|
Global Financial Private Capital
Sarasota,
Florida
|
$36.2M
|
-$20M
|
-506,120
|
-34%
|
|
|
134
|
Trilogy Capital
Irvine,
California
|
$35.1M
|
-$2.11M
|
-53,361
|
-5%
|
|
|
135
|
Parametric Portfolio Associates
Seattle,
Washington
|
$34.8M
|
+$30.9M
|
+781,241
|
+501%
|
|
|
136
|
Waverly Advisors
Birmingham,
Alabama
|
$34.5M
|
-$2.18M
|
-55,083
|
-6%
|
|
|
137
|
Omnia Family Wealth
Aventura,
Florida
|
$33.9M
|
-$8.3M
|
-209,708
|
-19%
|
|
|
138
|
Simmons Bank
Pine Bluff,
Arkansas
|
$33.4M
|
-$1.13M
|
-28,640
|
-3%
|
|
|
139
|
|
$33.3M
|
+$16.2M
|
+408,673
|
+84%
|
|
|
140
|
Truist Financial
Charlotte,
North Carolina
|
$33.3M
|
-$1.98M
|
-50,090
|
-5%
|
|
|
141
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$33.2M
|
-$1.93M
|
-48,818
|
-5%
|
|
|
142
|
Raffa Wealth Management
Washington,
District of Columbia
|
$33M
|
-$220K
|
-5,554
|
-0.6%
|
|
|
143
|
LVW Advisors
Pittsford,
New York
|
$31.9M
|
-$2.9M
|
-73,224
|
-8%
|
|
|
144
|
BOK Financial Private Wealth
Denver,
Colorado
|
$31.6M
|
+$7.97M
|
+201,426
|
+31%
|
|
|
145
|
Colony Group
Boston,
Massachusetts
|
$31.5M
|
-$12.4M
|
-313,829
|
-27%
|
|
|
146
|
AQR Capital Management
Greenwich,
Connecticut
|
$31.2M
|
+$3.14M
|
+79,363
|
+10%
|
|
|
147
|
Choreo LLC
Rockford,
Illinois
|
$31M
|
+$9.73M
|
+245,864
|
+42%
|
|
|
148
|
UMB Bank
Kansas City,
Missouri
|
$30.7M
|
+$78.7K
|
+1,987
|
+0.2%
|
|
|
149
|
Alesco Advisors
Pittsford,
New York
|
$30.7M
|
+$11.4M
|
+286,764
|
+53%
|
|
|
150
|
Altium Wealth Management
Purchase,
New York
|
$30.4M
|
+$18.7M
|
+472,029
|
+136%
|
|
