|
201
|
Whittier Trust
South Pasadena,
California
|
$10.7M
|
+$4.83M
|
+132,320
|
+82%
|
|
|
202
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.6M
|
+$962K
|
+26,375
|
+10%
|
|
|
203
|
Savant Capital
Rockford,
Illinois
|
$10.6M
|
+$107K
|
+2,937
|
+1%
|
|
|
204
|
Tarbox Family Office
Newport Beach,
California
|
$10.5M
|
+$151K
|
+4,136
|
+1%
|
|
|
205
|
Sandy Spring Bank
Olney,
Maryland
|
$10.4M
|
+$130K
|
+3,550
|
+1%
|
|
|
206
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$10.4M
|
+$281K
|
+7,705
|
+3%
|
|
|
207
|
Managed Account Services
Coconut Grove,
Florida
|
$10.4M
|
+$10.4M
|
+284,029
|
New
|
|
|
208
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$10.4M
|
-$10.5M
|
-288,190
|
-50%
|
|
|
209
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$10.2M
|
+$192K
|
+5,252
|
+2%
|
|
|
210
|
AllSquare Wealth Management
Albany,
New York
|
$10.1M
|
+$34.4K
|
+942
|
+0.3%
|
|
|
211
|
Northeast Investment Management
Boston,
Massachusetts
|
$9.9M
|
+$48K
|
+1,317
|
+0.5%
|
|
|
212
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$9.83M
|
+$707K
|
+19,381
|
+8%
|
|
|
213
|
Canal Capital Management
Richmond,
Virginia
|
$9.82M
|
+$2.35M
|
+64,332
|
+31%
|
|
|
214
|
IndexIQ Advisors
New York
|
$9.55M
|
-$23.4M
|
-642,611
|
-71%
|
|
|
215
|
Vision Capital Management
Portland,
Oregon
|
$9.33M
|
+$71.9K
|
+1,970
|
+0.8%
|
|
|
216
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$9.32M
|
-$2.21M
|
-60,675
|
-19%
|
|
|
217
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$9.31M
|
-$27.8K
|
-762
|
-0.3%
|
|
|
218
|
Armbruster Capital Management
Pittsford,
New York
|
$9.29M
|
+$2.18M
|
+59,880
|
+31%
|
|
|
219
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$9.19M
|
+$6.15M
|
+168,551
|
+203%
|
|
|
220
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$9.19M
|
-$1.36M
|
-37,158
|
-13%
|
|
|
221
|
KWMG LLC
Overland Park,
Kansas
|
$9.17M
|
+$1.14M
|
+31,216
|
+14%
|
|
|
222
|
Kanawha Capital Management
Richmond,
Virginia
|
$9.14M
|
-$568K
|
-15,568
|
-6%
|
|
|
223
|
Round Table Services
Westfield,
New Jersey
|
$8.92M
|
+$7.32M
|
+200,557
|
+459%
|
|
|
224
|
Franklin Resources
San Mateo,
California
|
$8.84M
|
+$439K
|
+12,035
|
+5%
|
|
|
225
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$8.84M
|
+$8.82M
|
+241,870
|
New
|
|
