|
151
|
Matrix Trust Company
Denver,
Colorado
|
$34.9M
|
-$121K
|
-2,691
|
-0.3%
|
|
|
152
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$34.9M
|
-$1.99M
|
-44,105
|
-5%
|
|
|
153
|
Avantax Advisory Services
Dallas,
Texas
|
$34.6M
|
+$5.12M
|
+113,716
|
+17%
|
|
|
154
|
Equitable Holdings
New York
|
$34.6M
|
-$81.5K
|
-1,811
|
-0.2%
|
|
|
155
|
Coldstream Capital Management
Bellevue,
Washington
|
$33.9M
|
-$9.82M
|
-218,082
|
-23%
|
|
|
156
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$33.7M
|
+$1.89M
|
+42,085
|
+6%
|
|
|
157
|
Clark Asset Management
Stratham,
New Hampshire
|
$33.3M
|
+$3.41M
|
+75,716
|
+11%
|
|
|
158
|
Rebalance
Palo Alto,
California
|
$33.3M
|
-$202K
|
-4,480
|
-0.6%
|
|
|
159
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$32.9M
|
-$5.59M
|
-124,115
|
-15%
|
|
|
160
|
Allworth Financial
Folsom,
California
|
$32.9M
|
-$496K
|
-11,015
|
-1%
|
|
|
161
|
Bank of Hawaii
Honolulu,
Hawaii
|
$32.3M
|
+$957K
|
+21,271
|
+3%
|
|
|
162
|
Rakuten Investment Management
Tokyo,
Japan
|
$32.3M
|
+$32.1M
|
+713,188
|
New
|
|
|
163
|
Axxcess Wealth Management
Carlsbad,
California
|
$32.3M
|
-$787K
|
-17,478
|
-2%
|
|
|
164
|
Callan Capital
La Jolla,
California
|
$31.8M
|
+$1.69M
|
+37,531
|
+6%
|
|
|
165
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$30.9M
|
-$526K
|
-11,683
|
-2%
|
|
|
166
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$30.9M
|
+$17.1M
|
+380,639
|
+126%
|
|
|
167
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$30.8M
|
+$369K
|
+8,204
|
+1%
|
|
|
168
|
Sigma Investment Counselors
Northville,
Michigan
|
$30.7M
|
+$162K
|
+3,598
|
+0.5%
|
|
|
169
|
TD Asset Management
Toronto,
Ontario, Canada
|
$30.3M
|
+$2.6M
|
+57,719
|
+9%
|
|
|
170
|
Atria Investments
Charlotte,
North Carolina
|
$29.6M
|
+$807K
|
+17,923
|
+3%
|
|
|
171
|
Valeo Financial Advisors
Carmel,
Indiana
|
$29.5M
|
-$1.47M
|
-32,706
|
-5%
|
|
|
172
|
Caprock Group
Boise,
Idaho
|
$29.4M
|
+$925K
|
+20,545
|
+3%
|
|
|
173
|
Myriad Asset Management US
West Palm Beach,
Florida
|
$29.4M
|
+$29.3M
|
+650,400
|
New
|
|
|
174
|
Baker Avenue Asset Management
San Francisco,
California
|
$29.3M
|
-$142K
|
-3,160
|
-0.5%
|
|
|
175
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$28.8M
|
-$994K
|
-22,076
|
-3%
|
|
