|
201
|
Peninsula Wealth
San Francisco,
California
|
$36.8M
|
+$2.09M
|
+40,660
|
+6%
|
|
|
202
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$36.8M
|
–
|
–
|
–
|
|
|
203
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$36.7M
|
+$2.52M
|
+48,993
|
+7%
|
|
|
204
|
Carlson Capital Management
Northfield,
Minnesota
|
$36.4M
|
-$6.94M
|
-135,247
|
-16%
|
|
|
205
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$36.4M
|
+$36.6M
|
+712,647
|
New
|
|
|
206
|
Balentine LLC
Atlanta,
Georgia
|
$36.3M
|
-$690K
|
-13,431
|
-2%
|
|
|
207
|
Wealth Architects
Mountain View,
California
|
$36.2M
|
+$2.81M
|
+54,647
|
+8%
|
|
|
208
|
Sepio Capital
Salt Lake City,
Utah
|
$36.1M
|
+$19.2M
|
+373,975
|
+113%
|
|
|
209
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$36M
|
+$2.64M
|
+51,451
|
+8%
|
|
|
210
|
Chandler Asset Management
San Diego,
California
|
$36M
|
+$767K
|
+14,945
|
+2%
|
|
|
211
|
Relative Value Partners Group
|
$35.9M
|
+$10.7M
|
+207,552
|
+42%
|
|
|
212
|
Simmons Bank
Pine Bluff,
Arkansas
|
$35.8M
|
-$916K
|
-17,835
|
-2%
|
|
|
213
|
Fairview Capital Investment Management
Greenbrae,
California
|
$35.8M
|
+$513K
|
+9,984
|
+1%
|
|
|
214
|
Coldstream Capital Management
Bellevue,
Washington
|
$35M
|
+$5.09M
|
+99,091
|
+17%
|
|
|
215
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$34.4M
|
+$109K
|
+2,121
|
+0.3%
|
|
|
216
|
Cetera Advisor Networks
El Segundo,
California
|
$34.3M
|
+$10.4M
|
+201,811
|
+43%
|
|
|
217
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$34.2M
|
+$1.22M
|
+23,733
|
+4%
|
|
|
218
|
Whitcomb & Hess
Ashland,
Ohio
|
$33.5M
|
+$3.24M
|
+63,038
|
+10%
|
|
|
219
|
NewEdge Advisors
New Orleans,
Louisiana
|
$33.5M
|
+$9.74M
|
+189,608
|
+41%
|
|
|
220
|
R.M. Davis Inc
Portland,
Maine
|
$33.5M
|
+$1.03M
|
+19,980
|
+3%
|
|
|
221
|
Trilogy Capital
Irvine,
California
|
$33.2M
|
+$1.2M
|
+23,379
|
+4%
|
|
|
222
|
Corient Capital Partners
Newport Beach,
California
|
$33.1M
|
+$2.06M
|
+40,072
|
+7%
|
|
|
223
|
Charles Schwab Trust
Henderson,
Nevada
|
$33M
|
+$26.4M
|
+514,997
|
+392%
|
|
|
224
|
Covington Capital Management
Los Angeles,
California
|
$32.9M
|
+$1.02M
|
+19,937
|
+3%
|
|
|
225
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$32.8M
|
-$430K
|
-8,369
|
-1%
|
|
