|
151
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$13.3M
|
+$6.01M
|
+77,625
|
+84%
|
|
|
152
|
Corient Private Wealth
Miami,
Florida
|
$12.9M
|
+$1.45M
|
+18,775
|
+13%
|
|
|
153
|
FC Advisory
West Chester,
Pennsylvania
|
$12.8M
|
+$137K
|
+1,766
|
+1%
|
|
|
154
|
GAMMA Investing
Foster City,
California
|
$12.8M
|
+$1.29M
|
+16,675
|
+11%
|
|
|
155
|
Atria Investments
Charlotte,
North Carolina
|
$12.7M
|
-$229K
|
-2,955
|
-2%
|
|
|
156
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$12.7M
|
+$1.94M
|
+25,075
|
+18%
|
|
|
157
|
Neumann Capital Management
Foster City,
California
|
$12.7M
|
+$753K
|
+9,729
|
+6%
|
|
|
158
|
M&T Bank
Buffalo,
New York
|
$12.6M
|
-$188K
|
-2,427
|
-1%
|
|
|
159
|
Brookstone Capital Management
Wheaton,
Illinois
|
$12.6M
|
+$1.01M
|
+13,109
|
+9%
|
|
|
160
|
BOK Financial
Tulsa,
Oklahoma
|
$12.6M
|
+$2.04M
|
+26,291
|
+20%
|
|
|
161
|
Austin Asset Management
Austin,
Texas
|
$12.5M
|
-$98.6K
|
-1,273
|
-0.8%
|
|
|
162
|
Fiduciary Financial Group
San Rafael,
California
|
$12.3M
|
+$969K
|
+12,519
|
+9%
|
|
|
163
|
Davenport & Co
Richmond,
Virginia
|
$12.3M
|
+$560K
|
+7,234
|
+5%
|
|
|
164
|
TD Private Client Wealth
New York
|
$11.9M
|
-$1.21M
|
-15,670
|
-9%
|
|
|
165
|
Burney Company
Reston,
Virginia
|
$11.6M
|
-$243K
|
-3,135
|
-2%
|
|
|
166
|
Citadel Advisors
Miami,
Florida
|
$11.5M
|
+$11.4M
|
+146,882
|
New
|
|
|
167
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$11.3M
|
+$2.01M
|
+26,021
|
+22%
|
|
|
168
|
Rockefeller Capital Management
New York
|
$11.2M
|
+$87.7K
|
+1,133
|
+0.8%
|
|
|
169
|
Gemmer Asset Management
Walnut Creek,
California
|
$11.2M
|
+$607K
|
+7,840
|
+6%
|
|
|
170
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$11.2M
|
+$10.9M
|
+141,344
|
+8,890%
|
|
|
171
|
rebel Financial
Groveport,
Ohio
|
$11.1M
|
-$10.5M
|
-136,077
|
Closed
|
|
|
172
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$11M
|
+$899K
|
+11,612
|
+9%
|
|
|
173
|
Asset Management Group
Stamford,
Connecticut
|
$11M
|
-$114K
|
-1,471
|
-1%
|
|
|
174
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$10.9M
|
+$467K
|
+6,034
|
+5%
|
|
|
175
|
Merit Financial Group
Alpharetta,
Georgia
|
$10.8M
|
-$2.05M
|
-26,543
|
-16%
|
|
