|
1876
|
Icon Wealth Partners
Houston,
Texas
|
$945M
|
+$26.4M
|
+3%
|
5.6%
|
–
|
439
|
10.93%
|
|
|
1877
|
Provident Investment Management
Novi,
Michigan
|
$945M
|
+$22.1M
|
+2%
|
9.28%
|
69.5%
|
75
|
2.67%
|
|
|
1878
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$944M
|
+$53.5M
|
+6%
|
8.01%
|
81.9%
|
524
|
16.6%
|
|
|
1879
|
Bell Bank
Fargo,
North Dakota
|
$944M
|
-$1.43M
|
-0.2%
|
4.34%
|
64.3%
|
203
|
16.26%
|
|
|
1880
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$942M
|
+$95.5M
|
+11%
|
4.86%
|
48.5%
|
833
|
10.08%
|
|
|
1881
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$941M
|
+$64.9M
|
+7%
|
6.06%
|
80.1%
|
1,022
|
17.32%
|
|
|
1882
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$940M
|
+$39.8M
|
+4%
|
6.31%
|
69%
|
198
|
9.09%
|
|
|
1883
|
Salomon & Ludwin
Richmond,
Virginia
|
$940M
|
+$101M
|
+12%
|
6.35%
|
52.6%
|
176
|
8.52%
|
|
|
1884
|
Lindbrook Capital
Calabasas,
California
|
$939M
|
+$86.2M
|
+10%
|
7.65%
|
35.8%
|
2,925
|
12.48%
|
|
|
1885
|
Willis Johnson & Associates
Houston,
Texas
|
$938M
|
+$95.4M
|
+11%
|
4.11%
|
50.9%
|
133
|
13.53%
|
|
|
1886
|
Wesleyan Assurance Society
Birmingham,
United Kingdom
|
$936M
|
+$73.5M
|
+9%
|
8.39%
|
102%
|
103
|
1.94%
|
|
|
1887
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$935M
|
+$57.5M
|
+7%
|
6.5%
|
65.5%
|
238
|
11.34%
|
|
|
1888
|
Koshinski Asset Management
Decatur,
Illinois
|
$933M
|
-$90.7M
|
-9%
|
5.51%
|
76.5%
|
671
|
27.57%
|
|
|
1889
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$932M
|
+$69M
|
+8%
|
6.96%
|
81.9%
|
238
|
23.95%
|
|
|
1890
|
Blackhill Capital
Morristown,
New Jersey
|
$932M
|
+$36M
|
+4%
|
6.12%
|
212%
|
53
|
5.66%
|
|
|
1891
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$932M
|
+$70.1M
|
+8%
|
5.76%
|
61.1%
|
310
|
15.81%
|
|
|
1892
|
Bayesian Capital Management
Brooklyn,
New York
|
$931M
|
+$123M
|
+15%
|
10.6%
|
107%
|
1,150
|
70.17%
|
|
|
1893
|
Novare Capital Management
Charlotte,
North Carolina
|
$931M
|
+$50.9M
|
+6%
|
7.51%
|
76.5%
|
180
|
9.44%
|
|
|
1894
|
New York Life Insurance Company
New York
|
$931M
|
-$177M
|
-16%
|
7.97%
|
61.5%
|
9
|
22.22%
|
|
|
1895
|
Lutz Financial Services
Omaha,
Nebraska
|
$930M
|
+$53.5M
|
+6%
|
3.38%
|
35.3%
|
82
|
8.54%
|
|
|
1896
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$929M
|
+$171M
|
+23%
|
5.82%
|
78.4%
|
532
|
20.3%
|
|
|
1897
|
Meeder Advisory Services
Dublin,
Ohio
|
$929M
|
+$60.8M
|
+7%
|
6.45%
|
91.4%
|
453
|
9.71%
|
|
|
1898
|
Pembroke Management
Montreal,
Quebec, Canada
|
$928M
|
+$13.5M
|
+1%
|
7.81%
|
94.5%
|
66
|
9.09%
|
|
|
1899
|
Invictus Private Wealth
Denver,
Colorado
|
$927M
|
+$77.3M
|
+9%
|
8.48%
|
84.2%
|
93
|
9.68%
|
|
|
1900
|
Marco Investment Management
Atlanta,
Georgia
|
$925M
|
+$38.3M
|
+4%
|
7.43%
|
127%
|
210
|
8.1%
|
|