|
151
|
Altium Wealth Management
Purchase,
New York
|
$34.1M
|
+$579K
|
+14,480
|
+2%
|
|
|
152
|
Natixis Advisors
Boston,
Massachusetts
|
$34M
|
-$93.2M
|
-2,332,074
|
-74%
|
|
|
153
|
Raymond James Trust
St. Petersburg,
Florida
|
$34M
|
+$1.41M
|
+35,302
|
+4%
|
|
|
154
|
Peninsula Wealth
San Francisco,
California
|
$33.6M
|
+$5.83M
|
+145,827
|
+22%
|
|
|
155
|
Ariel Investments
Chicago,
Illinois
|
$33.4M
|
-$26.2M
|
-656,836
|
-45%
|
|
|
156
|
Trilogy Capital
Irvine,
California
|
$33.3M
|
-$5.3M
|
-132,620
|
-14%
|
|
|
157
|
Manchester Capital Management
Manchester,
Vermont
|
$33M
|
+$32.1M
|
+803,036
|
+14,678%
|
|
|
158
|
Arden Trust
Wilmington,
Delaware
|
$32.9M
|
-$482K
|
-12,056
|
-1%
|
|
|
159
|
Freestone Capital Holdings
Seattle,
Washington
|
$32.7M
|
+$971K
|
+24,294
|
+3%
|
|
|
160
|
Citizens Business Bank
Ontario,
California
|
$32.5M
|
+$379K
|
+9,492
|
+1%
|
|
|
161
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$32.3M
|
+$3.78M
|
+94,517
|
+14%
|
|
|
162
|
US Bancorp
Minneapolis,
Minnesota
|
$32M
|
+$870K
|
+21,771
|
+3%
|
|
|
163
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$31.9M
|
-$1.02M
|
-25,596
|
-3%
|
|
|
164
|
TD Ameritrade Trust
Denver,
Colorado
|
$31.6M
|
+$22.2M
|
+556,215
|
+256%
|
|
|
165
|
Alesco Advisors
Pittsford,
New York
|
$31.6M
|
-$2.15M
|
-53,748
|
-7%
|
|
|
166
|
|
$31.3M
|
-$21.1M
|
-527,444
|
-81%
|
|
|
167
|
BOK Financial Private Wealth
Denver,
Colorado
|
$31M
|
-$3.74M
|
-93,570
|
-11%
|
|
|
168
|
Allen Investment Management
New York
|
$30.9M
|
+$2.49M
|
+62,420
|
+9%
|
|
|
169
|
MML Investors Services
Springfield,
Massachusetts
|
$30.8M
|
+$4.56M
|
+114,140
|
+18%
|
|
|
170
|
Wind River Trust Company
Jackson,
Wyoming
|
$30.8M
|
–
|
–
|
–
|
|
|
171
|
Brown Advisory
Baltimore,
Maryland
|
$30.2M
|
+$239K
|
+5,979
|
+0.8%
|
|
|
172
|
BOK Financial
Tulsa,
Oklahoma
|
$30.1M
|
+$1.86M
|
+46,424
|
+7%
|
|
|
173
|
Ritholtz Wealth Management
New York
|
$30.1M
|
+$3.64M
|
+91,098
|
+14%
|
|
|
174
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$30.1M
|
+$8.38M
|
+209,574
|
+40%
|
|
|
175
|
Caprock Group
Boise,
Idaho
|
$30M
|
-$1.78M
|
-44,430
|
-6%
|
|
