|
151
|
Choreo LLC
Rockford,
Illinois
|
$38.8M
|
+$708K
|
+16,612
|
+2%
|
|
|
152
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$38.7M
|
+$2.72M
|
+63,672
|
+8%
|
|
|
153
|
JMG Financial Group
Downers Grove,
Illinois
|
$38.4M
|
+$2.75M
|
+64,531
|
+8%
|
|
|
154
|
Ritholtz Wealth Management
New York
|
$38.3M
|
+$355K
|
+8,333
|
+1%
|
|
|
155
|
Mercer Global Advisors
Denver,
Colorado
|
$38M
|
+$6.62M
|
+155,200
|
+22%
|
|
|
156
|
Park Avenue Securities
New York
|
$37.9M
|
+$203K
|
+4,765
|
+0.6%
|
|
|
157
|
Simmons Bank
Pine Bluff,
Arkansas
|
$36.9M
|
+$873K
|
+20,475
|
+3%
|
|
|
158
|
Omnia Family Wealth
Aventura,
Florida
|
$36.6M
|
+$17.2M
|
+402,550
|
+94%
|
|
|
159
|
Altium Wealth Management
Purchase,
New York
|
$36.2M
|
-$257K
|
-6,036
|
-0.7%
|
|
|
160
|
Carlson Capital Management
Northfield,
Minnesota
|
$36.2M
|
+$1.84M
|
+43,208
|
+6%
|
|
|
161
|
Marcum Wealth
Cleveland,
Ohio
|
$36M
|
+$34.8M
|
+815,944
|
New
|
|
|
162
|
BOK Financial
Tulsa,
Oklahoma
|
$35.9M
|
+$1.3M
|
+30,521
|
+4%
|
|
|
163
|
BOK Financial Private Wealth
Denver,
Colorado
|
$35.8M
|
+$4.9M
|
+115,012
|
+17%
|
|
|
164
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$35.2M
|
+$34.1M
|
+800,000
|
New
|
|
|
165
|
Matrix Trust Company
Denver,
Colorado
|
$34.6M
|
-$2.37M
|
-55,594
|
-7%
|
|
|
166
|
MML Investors Services
Springfield,
Massachusetts
|
$34.4M
|
+$4.83M
|
+113,202
|
+17%
|
|
|
167
|
Alesco Advisors
Pittsford,
New York
|
$34.4M
|
-$271K
|
-6,367
|
-0.8%
|
|
|
168
|
Peninsula Wealth
San Francisco,
California
|
$34.3M
|
-$4.23M
|
-99,135
|
-11%
|
|
|
169
|
Ariel Investments
Chicago,
Illinois
|
$33.9M
|
-$610K
|
-14,299
|
-2%
|
|
|
170
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$33.9M
|
-$1.1M
|
-25,817
|
-3%
|
|
|
171
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$33.5M
|
+$342K
|
+8,011
|
+1%
|
|
|
172
|
Manchester Capital Management
Manchester,
Vermont
|
$33.4M
|
-$633K
|
-14,850
|
-2%
|
|
|
173
|
Westwood Holdings Group
Dallas,
Texas
|
$33.4M
|
+$1.55M
|
+36,383
|
+5%
|
|
|
174
|
Wealth Architects
Mountain View,
California
|
$33.3M
|
+$762K
|
+17,872
|
+2%
|
|
|
175
|
Comerica Bank
Dallas,
Texas
|
$33.1M
|
-$4.96M
|
-116,281
|
-13%
|
|
