|
201
|
Wind River Trust Company
Jackson,
Wyoming
|
$19M
|
–
|
–
|
–
|
|
|
202
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$18.9M
|
-$1.24M
|
-8,876
|
-6%
|
|
|
203
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$18.7M
|
–
|
–
|
–
|
|
|
204
|
Chai Trust Company
Chicago,
Illinois
|
$18.6M
|
+$4.74M
|
+34,002
|
+36%
|
|
|
205
|
BOK Financial
Tulsa,
Oklahoma
|
$18.5M
|
-$643K
|
-4,609
|
-3%
|
|
|
206
|
Cambridge Associates
Boston,
Massachusetts
|
$18.2M
|
-$970K
|
-6,953
|
-5%
|
|
|
207
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.2M
|
+$1.33M
|
+9,567
|
+8%
|
|
|
208
|
Freestone Capital Holdings
Seattle,
Washington
|
$18.2M
|
+$8.94M
|
+64,063
|
+104%
|
|
|
209
|
AllSquare Wealth Management
Albany,
New York
|
$18.1M
|
+$243K
|
+1,742
|
+1%
|
|
|
210
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$18.1M
|
+$2.14M
|
+15,320
|
+14%
|
|
|
211
|
North Star Investment Management
Chicago,
Illinois
|
$18M
|
-$123K
|
-884
|
-0.7%
|
|
|
212
|
|
$17.7M
|
–
|
–
|
–
|
|
|
213
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$17.5M
|
+$1.14M
|
+8,200
|
+7%
|
|
|
214
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$17.4M
|
+$386K
|
+2,763
|
+2%
|
|
|
215
|
Smith Capital Management
Little Rock,
Arkansas
|
$17M
|
+$50.8K
|
+364
|
+0.3%
|
|
|
216
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$16.8M
|
-$374K
|
-2,677
|
-2%
|
|
|
217
|
Cetera Advisors
Denver,
Colorado
|
$16.5M
|
-$620K
|
-4,444
|
-4%
|
|
|
218
|
M&T Bank
Buffalo,
New York
|
$16.2M
|
-$1.72M
|
-12,295
|
-10%
|
|
|
219
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$16.1M
|
+$313K
|
+2,240
|
+2%
|
|
|
220
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.9M
|
-$4.06M
|
-29,070
|
-29%
|
|
|
221
|
Legacy Private Trust
Neenah,
Wisconsin
|
$15.8M
|
+$9.66M
|
+69,203
|
+173%
|
|
|
222
|
JRM Investment Counsel
Omaha,
Nebraska
|
$15.5M
|
-$579K
|
-4,153
|
-4%
|
|
|
223
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$15.5M
|
+$23K
|
+165
|
+0.2%
|
|
|
224
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$15.5M
|
+$488K
|
+3,497
|
+3%
|
|
|
225
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$15.3M
|
+$1.26M
|
+9,052
|
+9%
|
|
