|
151
|
Fiduciary Trust
Boston,
Massachusetts
|
$30.8M
|
-$1.05M
|
-20,275
|
-3%
|
|
|
152
|
Franklin Resources
San Mateo,
California
|
$30.8M
|
+$16.3M
|
+316,383
|
+106%
|
|
|
153
|
Emery Howard Portfolio Management
Burlingame,
California
|
$30.5M
|
+$1.13M
|
+21,918
|
+4%
|
|
|
154
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$30.1M
|
-$2.18M
|
-42,123
|
-7%
|
|
|
155
|
McCutchen Group
Seattle,
Washington
|
$30M
|
+$1.94M
|
+37,592
|
+7%
|
|
|
156
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$29.9M
|
+$107K
|
+2,077
|
+0.3%
|
|
|
157
|
MAI Capital Management
Independence,
Ohio
|
$29.8M
|
+$825K
|
+15,961
|
+3%
|
|
|
158
|
Altium Wealth Management
Purchase,
New York
|
$29M
|
+$2.77M
|
+53,612
|
+10%
|
|
|
159
|
Strid Group
Newtown Square,
Pennsylvania
|
$28.3M
|
+$459K
|
+8,884
|
+2%
|
|
|
160
|
Marotta Asset Management
Charlottesville,
Virginia
|
$28.3M
|
+$1.5M
|
+29,079
|
+5%
|
|
|
161
|
Cerity Partners OCIO
New York
|
$28.2M
|
+$624K
|
+12,085
|
+2%
|
|
|
162
|
Garde Capital
Seattle,
Washington
|
$28.2M
|
+$1.3M
|
+25,152
|
+5%
|
|
|
163
|
Equitable Holdings
New York
|
$28M
|
-$8.62M
|
-166,742
|
-23%
|
|
|
164
|
Kestra Advisory Services
Austin,
Texas
|
$27.4M
|
+$1.84M
|
+35,704
|
+7%
|
|
|
165
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$27.3M
|
+$1.36M
|
+26,320
|
+5%
|
|
|
166
|
Wintrust Investments
Chicago,
Illinois
|
$26.8M
|
-$14.2M
|
-275,763
|
-34%
|
|
|
167
|
Bangor Savings Bank
Bangor,
Maine
|
$26.7M
|
+$2.92M
|
+56,416
|
+12%
|
|
|
168
|
BOK Financial Private Wealth
Denver,
Colorado
|
$26.7M
|
+$187K
|
+3,625
|
+0.7%
|
|
|
169
|
Modera Wealth Management
Westwood,
New Jersey
|
$26.7M
|
+$31.6K
|
+611
|
+0.1%
|
|
|
170
|
EP Wealth Advisors
Torrance,
California
|
$26.3M
|
+$5.55M
|
+107,357
|
+26%
|
|
|
171
|
Fairview Capital Investment Management
Greenbrae,
California
|
$26.2M
|
+$461K
|
+8,919
|
+2%
|
|
|
172
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$26M
|
+$8.77M
|
+169,672
|
+49%
|
|
|
173
|
Legacy Private Trust
Neenah,
Wisconsin
|
$25.8M
|
-$608K
|
-11,774
|
-2%
|
|
|
174
|
1ST Source Bank
South Bend,
Indiana
|
$25.7M
|
+$115K
|
+2,233
|
+0.4%
|
|
|
175
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$25.5M
|
-$45M
|
-870,000
|
-63%
|
|
