|
201
|
BIP Wealth
Atlanta,
Georgia
|
$10.6M
|
-$737K
|
-11,195
|
-7%
|
|
|
202
|
|
$10.5M
|
+$1.27M
|
+19,349
|
+14%
|
|
|
203
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$10.3M
|
+$328K
|
+4,982
|
+3%
|
|
|
204
|
Ancora Advisors
Cleveland,
Ohio
|
$10.2M
|
+$1.42M
|
+21,626
|
+17%
|
|
|
205
|
Simplicity Wealth
Summit,
New Jersey
|
$9.95M
|
-$11.2M
|
-170,132
|
-54%
|
|
|
206
|
McLean Asset Management
Tysons,
Virginia
|
$9.87M
|
-$91.8K
|
-1,394
|
-1%
|
|
|
207
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$9.85M
|
-$916K
|
-13,912
|
-9%
|
|
|
208
|
BOK Financial Private Wealth
Denver,
Colorado
|
$9.76M
|
-$338K
|
-5,132
|
-3%
|
|
|
209
|
Certus Wealth Management
Redwood City,
California
|
$9.72M
|
-$1.01M
|
-15,295
|
-10%
|
|
|
210
|
CSM Advisors
Warrendale,
Pennsylvania
|
$9.71M
|
+$1.11M
|
+16,786
|
+13%
|
|
|
211
|
Shum Financial Group
Alameda,
California
|
$9.64M
|
+$9.36M
|
+142,060
|
New
|
|
|
212
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.56M
|
+$457K
|
+6,939
|
+5%
|
|
|
213
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$9.55M
|
+$903K
|
+13,707
|
+11%
|
|
|
214
|
Commerce Bank
Kansas City,
Missouri
|
$9.52M
|
+$6.53M
|
+99,113
|
+240%
|
|
|
215
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.47M
|
-$1.11M
|
-16,809
|
-11%
|
|
|
216
|
Able Wealth Management
Toms River,
New Jersey
|
$9.4M
|
+$3.62M
|
+54,951
|
+66%
|
|
|
217
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$9.38M
|
+$113K
|
+1,714
|
+1%
|
|
|
218
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$9.22M
|
+$325K
|
+4,936
|
+4%
|
|
|
219
|
Sterling Capital Management
Charlotte,
North Carolina
|
$9.14M
|
-$1.07M
|
-16,266
|
-11%
|
|
|
220
|
Choreo LLC
Rockford,
Illinois
|
$9.14M
|
-$401K
|
-6,081
|
-4%
|
|
|
221
|
Symmetry Partners
Glastonbury,
Connecticut
|
$9.1M
|
+$2.06M
|
+31,300
|
+30%
|
|
|
222
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$9.05M
|
–
|
–
|
–
|
|
|
223
|
Apella Capital
West Hartford,
Connecticut
|
$9M
|
-$583K
|
-8,847
|
-6%
|
|
|
224
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$8.99M
|
-$60.3M
|
-915,633
|
-87%
|
|
|
225
|
Client 1st Advisory Group
Dunedin,
Florida
|
$8.88M
|
+$906K
|
+13,754
|
+12%
|
|
