|
151
|
The Family Firm
Bethesda,
Maryland
|
$21.7M
|
-$1.28M
|
-17,108
|
-5%
|
|
|
152
|
Tobias Financial Advisors
Plantation,
Florida
|
$21.2M
|
-$19.5M
|
-260,920
|
-47%
|
|
|
153
|
Cresset Asset Management
Chicago,
Illinois
|
$21.1M
|
+$14.5M
|
+193,224
|
+189%
|
|
|
154
|
Prudent Man Advisors
Naperville,
Illinois
|
$21M
|
+$407K
|
+5,440
|
+2%
|
|
|
155
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$20.9M
|
-$1.94M
|
-25,982
|
-8%
|
|
|
156
|
Newport Capital Group
Red Bank,
New Jersey
|
$20.6M
|
+$10.7M
|
+143,370
|
+104%
|
|
|
157
|
Axiom Advisory
San Diego,
California
|
$20.5M
|
-$3.07M
|
-41,084
|
-12%
|
|
|
158
|
WesBanco Bank
Wheeling,
West Virginia
|
$20.4M
|
-$712K
|
-9,510
|
-3%
|
|
|
159
|
JT Stratford LLC
Gainesville,
Georgia
|
$20.4M
|
+$185K
|
+2,477
|
+0.9%
|
|
|
160
|
Newton One Investments
Newark,
Delaware
|
$20.4M
|
+$5.95M
|
+79,460
|
+39%
|
|
|
161
|
Charles Schwab Trust
Henderson,
Nevada
|
$20.1M
|
-$1.38M
|
-18,446
|
-6%
|
|
|
162
|
Riversedge Advisors
Wilmington,
Delaware
|
$19.3M
|
+$651K
|
+8,699
|
+3%
|
|
|
163
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$19.3M
|
-$9.19M
|
-122,788
|
-31%
|
|
|
164
|
Barclays
London,
United Kingdom
|
$19.1M
|
+$47.7K
|
+637
|
+0.2%
|
|
|
165
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19M
|
+$9.28M
|
+124,076
|
+87%
|
|
|
166
|
United Services Automobile Association
San Antonio,
Texas
|
$18.9M
|
-$4.01M
|
-53,539
|
-17%
|
|
|
167
|
Index Fund Advisors
Irvine,
California
|
$18.6M
|
-$493K
|
-6,586
|
-2%
|
|
|
168
|
|
$18.2M
|
-$18.9M
|
-253,055
|
-50%
|
|
|
169
|
TD Capital Management
Memphis,
Tennessee
|
$17.9M
|
+$420K
|
+5,617
|
+2%
|
|
|
170
|
Natixis Advisors
Boston,
Massachusetts
|
$17.9M
|
+$1.38M
|
+18,504
|
+8%
|
|
|
171
|
GW & Wade
Wellesley,
Massachusetts
|
$17.7M
|
-$4.02M
|
-53,750
|
-18%
|
|
|
172
|
KWMG LLC
Overland Park,
Kansas
|
$17.7M
|
+$769K
|
+10,271
|
+4%
|
|
|
173
|
Wealthspire Advisors (New York)
New York
|
$17.7M
|
+$1.15M
|
+15,332
|
+7%
|
|
|
174
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$17.6M
|
-$2.95M
|
-39,486
|
-14%
|
|
|
175
|
David Kennon
Sarasota,
Florida
|
$17.5M
|
+$18.4M
|
+245,578
|
New
|
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