|
126
|
Litman Gregory Wealth Management
Larkspur,
California
|
$63.5M
|
-$63.1M
|
-1,222,290
|
-95%
|
|
|
127
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$62.9M
|
+$3.1M
|
+60,000
|
+5%
|
|
|
128
|
ALPS Advisors
Denver,
Colorado
|
$62.5M
|
-$447K
|
-8,660
|
-0.7%
|
|
|
129
|
Altium Wealth Management
Purchase,
New York
|
$61M
|
-$540K
|
-10,463
|
-0.9%
|
|
|
130
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$60.6M
|
+$2.56M
|
+49,643
|
+4%
|
|
|
131
|
United Capital Financial Advisors
Irving,
Texas
|
$60M
|
+$1.65M
|
+31,957
|
+3%
|
|
|
132
|
Cambridge Associates
Boston,
Massachusetts
|
$60M
|
-$6.51M
|
-126,094
|
-10%
|
|
|
133
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$59.9M
|
+$4.41M
|
+85,367
|
+8%
|
|
|
134
|
Rockefeller Capital Management
New York
|
$59.6M
|
-$1.63M
|
-31,607
|
-3%
|
|
|
135
|
Mercer Global Advisors
Denver,
Colorado
|
$59.1M
|
+$214K
|
+4,155
|
+0.4%
|
|
|
136
|
Highland Private Wealth Management
Bellevue,
Washington
|
$58.5M
|
+$4.11M
|
+79,712
|
+8%
|
|
|
137
|
Raymond James Trust
St. Petersburg,
Florida
|
$58.4M
|
-$3.66M
|
-70,830
|
-6%
|
|
|
138
|
Whittier Trust
South Pasadena,
California
|
$57.6M
|
+$675K
|
+13,073
|
+1%
|
|
|
139
|
UMB Bank
Kansas City,
Missouri
|
$57.6M
|
+$474K
|
+9,178
|
+0.8%
|
|
|
140
|
Bridgewater Associates
Westport,
Connecticut
|
$57.4M
|
-$1.66M
|
-32,101
|
-3%
|
|
|
141
|
Wallington Asset Management
Indianapolis,
Indiana
|
$56M
|
+$1.55M
|
+29,980
|
+3%
|
|
|
142
|
Choreo LLC
Rockford,
Illinois
|
$55.4M
|
+$2.07M
|
+40,102
|
+4%
|
|
|
143
|
Colony Group
Boston,
Massachusetts
|
$55M
|
-$385K
|
-7,449
|
-0.7%
|
|
|
144
|
Vision Capital Management
Portland,
Oregon
|
$53.5M
|
+$1.16M
|
+22,425
|
+2%
|
|
|
145
|
Raffa Wealth Management
Washington,
District of Columbia
|
$53M
|
+$1.01M
|
+19,560
|
+2%
|
|
|
146
|
Jordan Park Group
San Francisco,
California
|
$52.9M
|
+$805K
|
+15,600
|
+2%
|
|
|
147
|
Cantor Fitzgerald Investment Advisors
New York
|
$52.4M
|
-$1.7M
|
-32,967
|
-3%
|
|
|
148
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$51.7M
|
+$256K
|
+4,967
|
+0.5%
|
|
|
149
|
Wind River Trust Company
Jackson,
Wyoming
|
$51.4M
|
-$4.63M
|
-89,734
|
-8%
|
|
|
150
|
Kestra Advisory Services
Austin,
Texas
|
$51M
|
+$3.83M
|
+74,205
|
+8%
|
|
