|
201
|
Center for Financial Planning
Southfied,
Michigan
|
$25.8M
|
+$130K
|
+2,928
|
+0.5%
|
|
|
202
|
GLOBALT Investments
Atlanta,
Georgia
|
$25.1M
|
-$1.05M
|
-23,569
|
-4%
|
|
|
203
|
Arax Advisory Partners
Denver,
Colorado
|
$24.5M
|
+$290K
|
+6,519
|
+1%
|
|
|
204
|
Frontier Asset Management
Sheridan,
Wyoming
|
$24.4M
|
-$12.5M
|
-281,212
|
-36%
|
|
|
205
|
Jordan Park Group
San Francisco,
California
|
$24.3M
|
+$329K
|
+7,394
|
+1%
|
|
|
206
|
Nuveen
Charlotte,
North Carolina
|
$24M
|
+$604K
|
+13,572
|
+3%
|
|
|
207
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$23.9M
|
-$20M
|
-450,000
|
-47%
|
|
|
208
|
Vision Capital Management
Portland,
Oregon
|
$23.7M
|
+$375K
|
+8,413
|
+2%
|
|
|
209
|
Portland Global Advisors
Portland,
Maine
|
$23.6M
|
+$157K
|
+3,537
|
+0.7%
|
|
|
210
|
Chandler Asset Management
San Diego,
California
|
$23.2M
|
+$4.45K
|
+100
|
+0%
|
|
|
211
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$23.2M
|
+$21.6M
|
+484,938
|
New
|
|
|
212
|
Wharton Business Group
Malvern,
Pennsylvania
|
$23.2M
|
-$509K
|
-11,429
|
-2%
|
|
|
213
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$22.9M
|
+$1.26M
|
+28,357
|
+6%
|
|
|
214
|
Beacon Pointe Advisors
Newport Beach,
California
|
$22.8M
|
-$551K
|
-12,384
|
-3%
|
|
|
215
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$22.7M
|
+$1.52M
|
+34,206
|
+8%
|
|
|
216
|
CreativeOne Wealth
Overland Park,
Kansas
|
$22.6M
|
+$3.1M
|
+69,522
|
+17%
|
|
|
217
|
Ally Financial
Detroit,
Michigan
|
$22.5M
|
–
|
–
|
–
|
|
|
218
|
First Bank & Trust
Brookings,
South Dakota
|
$22.5M
|
+$88.3K
|
+1,983
|
+0.4%
|
|
|
219
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$22.4M
|
+$54.4K
|
+1,223
|
+0.3%
|
|
|
220
|
New York Life Investment Management
New York
|
$22.3M
|
+$1.22M
|
+27,467
|
+6%
|
|
|
221
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$22.2M
|
+$1.14M
|
+25,635
|
+6%
|
|
|
222
|
Vontobel Holding
Zurich,
Switzerland
|
$22M
|
-$1.41M
|
-31,750
|
-6%
|
|
|
223
|
Focused Wealth Management
Newburgh,
New York
|
$21.9M
|
+$471K
|
+10,569
|
+2%
|
|
|
224
|
KWMG LLC
Overland Park,
Kansas
|
$21.8M
|
+$206K
|
+4,622
|
+1%
|
|
|
225
|
Manning & Napier Advisors
Fairport,
New York
|
$21.7M
|
+$376K
|
+8,449
|
+2%
|
|
