|
126
|
BOK Financial Private Wealth
Denver,
Colorado
|
$68.7M
|
-$1.29M
|
-26,566
|
-2%
|
|
|
127
|
Litman Gregory Wealth Management
Larkspur,
California
|
$67M
|
+$6.42M
|
+131,996
|
+10%
|
|
|
128
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$64.7M
|
+$3.5M
|
+71,948
|
+6%
|
|
|
129
|
Highland Private Wealth Management
Bellevue,
Washington
|
$64.6M
|
+$3.31M
|
+68,079
|
+5%
|
|
|
130
|
Commerce Bank
Kansas City,
Missouri
|
$63.7M
|
+$748K
|
+15,367
|
+1%
|
|
|
131
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$63.1M
|
+$3.92M
|
+80,633
|
+6%
|
|
|
132
|
Raymond James Trust
St. Petersburg,
Florida
|
$62.9M
|
+$2.14M
|
+43,933
|
+3%
|
|
|
133
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$62.4M
|
–
|
–
|
–
|
|
|
134
|
Regis Management Company
Menlo Park,
California
|
$62.4M
|
+$337K
|
+6,935
|
+0.5%
|
|
|
135
|
Altium Wealth Management
Purchase,
New York
|
$61.5M
|
+$1.15M
|
+23,648
|
+2%
|
|
|
136
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$59.9M
|
+$1.9M
|
+38,988
|
+3%
|
|
|
137
|
Whittier Trust
South Pasadena,
California
|
$59.5M
|
+$5.14M
|
+105,686
|
+9%
|
|
|
138
|
American Trust
Lexington,
Kentucky
|
$59M
|
+$3.02M
|
+62,135
|
+5%
|
|
|
139
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$57.9M
|
-$1.89M
|
-38,920
|
-3%
|
|
|
140
|
|
$56.7M
|
-$14.8M
|
-304,120
|
-20%
|
|
|
141
|
Trust Company
Manhattan,
Kansas
|
$55.7M
|
+$4.17M
|
+85,662
|
+8%
|
|
|
142
|
Choreo LLC
Rockford,
Illinois
|
$54.7M
|
-$2.38M
|
-48,985
|
-4%
|
|
|
143
|
Financial Engines Advisors
Santa Clara,
California
|
$54.6M
|
+$51.7M
|
+1,062,630
|
+1,436%
|
|
|
144
|
ALPS Advisors
Denver,
Colorado
|
$54.4M
|
-$4.45M
|
-91,435
|
-7%
|
|
|
145
|
Atria Investments
Charlotte,
North Carolina
|
$54.2M
|
+$9.16M
|
+188,191
|
+20%
|
|
|
146
|
MAI Capital Management
Independence,
Ohio
|
$54M
|
+$15.3M
|
+314,443
|
+39%
|
|
|
147
|
Marcum Wealth
Cleveland,
Ohio
|
$53.4M
|
+$7.59M
|
+155,978
|
+16%
|
|
|
148
|
Pure Financial Advisors
San Diego,
California
|
$52.6M
|
+$27.2M
|
+559,448
|
+104%
|
|
|
149
|
Raffa Wealth Management
Washington,
District of Columbia
|
$52.5M
|
+$800K
|
+16,441
|
+2%
|
|
|
150
|
Kestra Advisory Services
Austin,
Texas
|
$52.4M
|
+$607K
|
+12,471
|
+1%
|
|
