|
226
|
Protective Life
Birmingham,
Alabama
|
$21.8M
|
+$4M
|
+38,900
|
+22%
|
|
|
227
|
Matrix Trust Company
Denver,
Colorado
|
$21.7M
|
-$1.59M
|
-15,464
|
-7%
|
|
|
228
|
Scotia Capital
Toronto,
Ontario, Canada
|
$21.6M
|
+$14.9M
|
+144,851
|
+216%
|
|
|
229
|
Steward Partners Investment Advisory
New York
|
$21.3M
|
+$340K
|
+3,313
|
+2%
|
|
|
230
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$21.3M
|
+$2.72M
|
+26,467
|
+14%
|
|
|
231
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$21.1M
|
-$8.63M
|
-84,029
|
-29%
|
|
|
232
|
Tectonic Advisors
Frisco,
Texas
|
$21M
|
-$198K
|
-1,922
|
-0.9%
|
|
|
233
|
Equitable Holdings
New York
|
$20.9M
|
+$121K
|
+1,182
|
+0.6%
|
|
|
234
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$20.6M
|
+$1.08M
|
+10,516
|
+5%
|
|
|
235
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$20.5M
|
+$19.3M
|
+187,461
|
+1,321%
|
|
|
236
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.3M
|
+$20.6M
|
+200,069
|
New
|
|
|
237
|
Fort Henry Capital
Wheeling,
West Virginia
|
$20.1M
|
+$502K
|
+4,883
|
+3%
|
|
|
238
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$19.9M
|
-$2.36M
|
-22,982
|
-10%
|
|
|
239
|
Boyd Wealth Management
Sacramento,
California
|
$19.9M
|
+$3.87M
|
+37,704
|
+24%
|
|
|
240
|
Atria Wealth Solutions
New York
|
$19.9M
|
-$3.02M
|
-29,407
|
-13%
|
|
|
241
|
Sand Hill Global Advisors
Palo Alto,
California
|
$19.6M
|
-$929K
|
-9,042
|
-4%
|
|
|
242
|
Berger Financial Group
Plymouth,
Minnesota
|
$19.6M
|
+$19.2M
|
+186,428
|
+2,977%
|
|
|
243
|
Rockefeller Capital Management
New York
|
$19.5M
|
-$4.01M
|
-39,008
|
-17%
|
|
|
244
|
Wealthspire Advisors (New York)
New York
|
$19.5M
|
-$8.27M
|
-80,470
|
-30%
|
|
|
245
|
Stadion Money Management
Watkinsville,
Georgia
|
$19.5M
|
-$468K
|
-4,550
|
-2%
|
|
|
246
|
Cambridge Trust
Cambridge,
Massachusetts
|
$19.1M
|
-$2.53M
|
-24,665
|
-12%
|
|
|
247
|
First Bank & Trust
Brookings,
South Dakota
|
$18.9M
|
+$2.04M
|
+19,865
|
+12%
|
|
|
248
|
Resource Planning Group
Atlanta,
Georgia
|
$18.7M
|
-$9.07M
|
-88,305
|
-32%
|
|
|
249
|
Roundview Capital
Princeton,
New Jersey
|
$18.7M
|
+$9.67M
|
+94,149
|
+105%
|
|
|
250
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$18.5M
|
-$10.9M
|
-106,117
|
-37%
|
|
