|
151
|
St Louis Trust
Saint Louis,
Missouri
|
$5.1M
|
+$1.03M
|
+9,655
|
+26%
|
|
|
152
|
Tiedemann Advisors
New York
|
$5.03M
|
–
|
–
|
–
|
|
|
153
|
Manchester Financial
Westlake Village,
California
|
$4.92M
|
+$145K
|
+1,366
|
+3%
|
|
|
154
|
CIBC World Market
Toronto,
Ontario, Canada
|
$4.86M
|
-$95.9K
|
-903
|
-2%
|
|
|
155
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$4.86M
|
+$4.8M
|
+45,200
|
New
|
|
|
156
|
Joel Isaacson & Co
New York
|
$4.82M
|
+$663K
|
+6,242
|
+16%
|
|
|
157
|
Ritholtz Wealth Management
New York
|
$4.76M
|
-$232K
|
-2,184
|
-5%
|
|
|
158
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.73M
|
–
|
–
|
–
|
|
|
159
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.53M
|
-$19.1K
|
-180
|
-0.4%
|
|
|
160
|
Choreo LLC
Rockford,
Illinois
|
$4.42M
|
+$167K
|
+1,575
|
+4%
|
|
|
161
|
Prudential Financial
Newark,
New Jersey
|
$4.33M
|
+$142K
|
+1,337
|
+3%
|
|
|
162
|
Allie Family Office
Miami,
Florida
|
$4.25M
|
+$4.21M
|
+39,591
|
New
|
|
|
163
|
Natixis Advisors
Boston,
Massachusetts
|
$4.23M
|
+$4.18M
|
+39,344
|
New
|
|
|
164
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$4.19M
|
+$830K
|
+7,809
|
+25%
|
|
|
165
|
M&T Bank
Buffalo,
New York
|
$4.13M
|
+$213K
|
+2,000
|
+5%
|
|
|
166
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$4.12M
|
+$231K
|
+2,172
|
+6%
|
|
|
167
|
EPIQ Capital Group
San Francisco,
California
|
$4.11M
|
-$373K
|
-3,514
|
-8%
|
|
|
168
|
Omnia Family Wealth
Aventura,
Florida
|
$4.07M
|
+$4.02M
|
+37,854
|
New
|
|
|
169
|
University of Maryland Foundation
Adelphi,
Maryland
|
$4.04M
|
–
|
–
|
–
|
|
|
170
|
Bangor Savings Bank
Bangor,
Maine
|
$3.99M
|
+$104K
|
+975
|
+3%
|
|
|
171
|
Windham Capital Management
Boston,
Massachusetts
|
$3.96M
|
-$1.17K
|
-11
|
-0%
|
|
|
172
|
Howard Wealth Management
Madison,
Connecticut
|
$3.92M
|
+$31K
|
+292
|
+0.8%
|
|
|
173
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.9M
|
+$3.86M
|
+36,300
|
New
|
|
|
174
|
Advisor Resource Council
Dallas,
Texas
|
$3.88M
|
+$3.84M
|
+36,103
|
New
|
|
|
175
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$3.85M
|
+$172K
|
+1,621
|
+5%
|
|
