|
126
|
Rockefeller Capital Management
New York
|
$37.6M
|
+$5.71M
|
+149,731
|
+18%
|
|
|
127
|
Osborne Partners Capital Management
San Francisco,
California
|
$37.3M
|
-$2.95M
|
-77,427
|
-7%
|
|
|
128
|
|
$37.3M
|
+$15.1M
|
+396,711
|
+71%
|
|
|
129
|
Pathstone Family Office
Englewood,
New Jersey
|
$37.2M
|
+$4.67M
|
+122,476
|
+15%
|
|
|
130
|
Jasper Ridge Partners
Menlo Park,
California
|
$37M
|
+$5.61M
|
+147,019
|
+18%
|
|
|
131
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$36.5M
|
+$1.15M
|
+30,220
|
+3%
|
|
|
132
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$36.4M
|
+$1.17M
|
+30,763
|
+3%
|
|
|
133
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$36.3M
|
-$1.5M
|
-39,303
|
-4%
|
|
|
134
|
Freestone Capital Holdings
Seattle,
Washington
|
$35.8M
|
-$2.26M
|
-59,286
|
-6%
|
|
|
135
|
Sepio Capital
Salt Lake City,
Utah
|
$35M
|
-$3.59M
|
-94,270
|
-10%
|
|
|
136
|
Kestra Advisory Services
Austin,
Texas
|
$34.8M
|
+$12.4M
|
+325,776
|
+58%
|
|
|
137
|
Huntington National Bank
Columbus,
Ohio
|
$34.7M
|
–
|
–
|
–
|
|
|
138
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$34.2M
|
+$19.7M
|
+517,538
|
+143%
|
|
|
139
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$34.1M
|
-$97.5K
|
-2,557
|
-0.3%
|
|
|
140
|
Atria Wealth Solutions
New York
|
$34M
|
+$1.19M
|
+31,254
|
+4%
|
|
|
141
|
Davenport & Co
Richmond,
Virginia
|
$33.8M
|
+$21.4M
|
+561,516
|
+183%
|
|
|
142
|
Redwood Investment Management
Scottsdale,
Arizona
|
$33.8M
|
+$33.1M
|
+866,902
|
New
|
|
|
143
|
Marcum Wealth
Cleveland,
Ohio
|
$32.7M
|
+$2.65M
|
+69,578
|
+9%
|
|
|
144
|
Modera Wealth Management
Westwood,
New Jersey
|
$31.9M
|
-$616K
|
-16,158
|
-2%
|
|
|
145
|
Frontier Asset Management
Sheridan,
Wyoming
|
$31.9M
|
+$22.8M
|
+599,060
|
+275%
|
|
|
146
|
Bank of Hawaii
Honolulu,
Hawaii
|
$31.8M
|
+$1.82M
|
+47,825
|
+6%
|
|
|
147
|
Valeo Financial Advisors
Carmel,
Indiana
|
$31.7M
|
+$8.93M
|
+234,337
|
+40%
|
|
|
148
|
Baystate Wealth Management
Boston,
Massachusetts
|
$31.3M
|
-$15.3M
|
-400,586
|
-33%
|
|
|
149
|
|
$31.3M
|
-$54.3M
|
-1,423,345
|
-64%
|
|
|
150
|
Citadel Advisors
Miami,
Florida
|
$31.2M
|
+$24.4M
|
+639,436
|
+398%
|
|
