|
126
|
Hernani LP
St. Helier,
Jersey
|
$32.2M
|
–
|
–
|
–
|
|
|
127
|
Pure Financial Advisors
San Diego,
California
|
$32M
|
+$3.25M
|
+79,947
|
+10%
|
|
|
128
|
Regis Management Company
Menlo Park,
California
|
$30.9M
|
-$126K
|
-3,098
|
-0.4%
|
|
|
129
|
Atria Wealth Solutions
New York
|
$30.7M
|
+$3.45M
|
+84,876
|
+11%
|
|
|
130
|
Modera Wealth Management
Westwood,
New Jersey
|
$30.5M
|
-$1.94M
|
-47,684
|
-5%
|
|
|
131
|
WhitTier Trust Company
Reno,
Nevada
|
$30.3M
|
-$57.5K
|
-1,416
|
-0.2%
|
|
|
132
|
PDS Planning
Dublin,
Ohio
|
$30.2M
|
+$8.58M
|
+211,288
|
+34%
|
|
|
133
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$29.8M
|
+$2.22M
|
+54,621
|
+7%
|
|
|
134
|
Rockefeller Capital Management
New York
|
$29.7M
|
+$2.45M
|
+60,409
|
+8%
|
|
|
135
|
MAI Capital Management
Independence,
Ohio
|
$29.4M
|
+$4.92M
|
+121,227
|
+18%
|
|
|
136
|
Jasper Ridge Partners
Menlo Park,
California
|
$29.3M
|
-$312K
|
-7,695
|
-0.9%
|
|
|
137
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$29.1M
|
+$516K
|
+12,711
|
+2%
|
|
|
138
|
Huntington National Bank
Columbus,
Ohio
|
$28.9M
|
–
|
–
|
–
|
|
|
139
|
Mutual of America Capital Management
New York
|
$28.4M
|
-$27.8K
|
-685
|
-0.1%
|
|
|
140
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$28.3M
|
+$400K
|
+9,843
|
+1%
|
|
|
141
|
Synovus Financial
Columbus,
Georgia
|
$28.2M
|
-$273K
|
-6,715
|
-0.9%
|
|
|
142
|
Marcum Wealth
Cleveland,
Ohio
|
$28.1M
|
+$9.45M
|
+232,781
|
+43%
|
|
|
143
|
Bank of Hawaii
Honolulu,
Hawaii
|
$28M
|
-$572K
|
-14,094
|
-2%
|
|
|
144
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$27.8M
|
+$23.7M
|
+584,669
|
+332%
|
|
|
145
|
Acropolis Investment Management
St. Louis,
Missouri
|
$27.1M
|
+$838K
|
+20,631
|
+3%
|
|
|
146
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$27M
|
-$110K
|
-2,719
|
-0.4%
|
|
|
147
|
Covington Capital Management
Los Angeles,
California
|
$26.6M
|
-$323K
|
-7,960
|
-1%
|
|
|
148
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$26.6M
|
-$556K
|
-13,688
|
-2%
|
|
|
149
|
Karpus Investment Management
Pittsford,
New York
|
$26.5M
|
-$33.7M
|
-830,376
|
-53%
|
|
|
150
|
McCutchen Group
Seattle,
Washington
|
$26.4M
|
+$5.58M
|
+137,520
|
+23%
|
|
