|
176
|
Ameriprise
Minneapolis,
Minnesota
|
$11.5M
|
+$2.98M
|
+9
|
+38%
|
|
|
177
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$11.5M
|
-$2.65M
|
-8
|
-20%
|
|
|
178
|
E.S. Barr & Co
Lexington,
Kentucky
|
$11.5M
|
-$1.32M
|
-4
|
-11%
|
|
|
179
|
BigSur Wealth Management
Miami,
Florida
|
$11.5M
|
–
|
–
|
–
|
|
|
180
|
|
$11.5M
|
+$331K
|
+1
|
+3%
|
|
|
181
|
Simon Quick Advisors
Morristown,
New Jersey
|
$11.5M
|
+$1.98M
|
+6
|
+22%
|
|
|
182
|
Global Frontier Investments
Charleston,
South Carolina
|
$11.5M
|
+$7.61M
|
+23
|
+230%
|
|
|
183
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$11.1M
|
-$2.65M
|
-8
|
-20%
|
|
|
184
|
Gofen & Glossberg
Chicago,
Illinois
|
$11.1M
|
–
|
–
|
–
|
|
|
185
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.1M
|
+$662K
|
+2
|
+7%
|
|
|
186
|
WhitTier Trust Company
Reno,
Nevada
|
$10.8M
|
+$331K
|
+1
|
+3%
|
|
|
187
|
Park National Corp
Newark,
Ohio
|
$10.8M
|
–
|
–
|
–
|
|
|
188
|
Aperio Group
Sausalito,
California
|
$10.8M
|
+$992K
|
+3
|
+11%
|
|
|
189
|
Aquamarine Capital Management
New York
|
$10.4M
|
–
|
–
|
–
|
|
|
190
|
Perennial Investment Advisors
Los Angeles,
California
|
$10.4M
|
–
|
–
|
–
|
|
|
191
|
Brandywine Trust
Hockessin,
Delaware
|
$10.1M
|
-$992K
|
-3
|
-9%
|
|
|
192
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.1M
|
-$992K
|
-3
|
-9%
|
|
|
193
|
Washington Trust Bank
Spokane,
Washington
|
$10.1M
|
–
|
–
|
–
|
|
|
194
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.8M
|
-$992K
|
-3
|
-10%
|
|
|
195
|
Regions Financial Corp
Birmingham,
Alabama
|
$9.74M
|
-$662K
|
-2
|
-7%
|
|
|
196
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$9.74M
|
–
|
–
|
–
|
|
|
197
|
Private Management Group
Irvine,
California
|
$9.39M
|
-$331K
|
-1
|
-4%
|
|
|
198
|
Davenport & Co
Richmond,
Virginia
|
$9.39M
|
+$331K
|
+1
|
+4%
|
|
|
199
|
Kestra Advisory Services
Austin,
Texas
|
$9.32M
|
+$8.93M
|
+27
|
New
|
|
|
200
|
Kelleher Financial Advisors
New York
|
$9.04M
|
+$6.62M
|
+20
|
+333%
|
|
