|
151
|
Cordoba Advisory Partners
New York
|
$17.1M
|
+$269K
|
+2,841
|
+2%
|
|
|
152
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$17.1M
|
-$1.4M
|
-14,836
|
-8%
|
|
|
153
|
Waterloo Capital
Austin,
Texas
|
$16.9M
|
+$8.93M
|
+94,317
|
+111%
|
|
|
154
|
Jones Financial Companies
Des Peres,
Missouri
|
$16.3M
|
+$2.03M
|
+21,407
|
+14%
|
|
|
155
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$16.2M
|
-$148K
|
-1,561
|
-0.9%
|
|
|
156
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$15.9M
|
–
|
–
|
–
|
|
|
157
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$15.9M
|
+$8.26M
|
+87,309
|
+108%
|
|
|
158
|
Ritholtz Wealth Management
New York
|
$15.8M
|
+$227K
|
+2,394
|
+1%
|
|
|
159
|
Optiver Holding
Amsterdam,
Netherlands
|
$15.5M
|
+$15.5M
|
+163,874
|
New
|
|
|
160
|
Madison Asset Management
Madison,
Wisconsin
|
$15.4M
|
-$587K
|
-6,203
|
-4%
|
|
|
161
|
Prospera Financial Services
Dallas,
Texas
|
$15.4M
|
+$1.59M
|
+16,783
|
+11%
|
|
|
162
|
Pacific Wealth Management
San Diego,
California
|
$15M
|
+$634K
|
+6,702
|
+4%
|
|
|
163
|
Atria Investments
Charlotte,
North Carolina
|
$15M
|
-$2.59M
|
-27,416
|
-15%
|
|
|
164
|
Waverly Advisors
Birmingham,
Alabama
|
$14.9M
|
+$588K
|
+6,213
|
+4%
|
|
|
165
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$14.6M
|
+$91.6K
|
+968
|
+0.6%
|
|
|
166
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$14.5M
|
+$14.1M
|
+148,710
|
+5,431%
|
|
|
167
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$14.4M
|
-$2.87M
|
-30,296
|
-17%
|
|
|
168
|
TD Private Client Wealth
New York
|
$14.3M
|
+$474K
|
+5,008
|
+3%
|
|
|
169
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$14.1M
|
-$1.05M
|
-11,051
|
-7%
|
|
|
170
|
Steward Partners Investment Advisory
New York
|
$13.7M
|
-$3.65M
|
-38,553
|
-21%
|
|
|
171
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$13.7M
|
+$4.39M
|
+46,378
|
+47%
|
|
|
172
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$13.6M
|
+$2.31M
|
+24,450
|
+20%
|
|
|
173
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$13.5M
|
+$268K
|
+2,837
|
+2%
|
|
|
174
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$13.4M
|
+$1.02M
|
+10,812
|
+8%
|
|
|
175
|
Umpqua Bank
Lake Oswego,
Oregon
|
$13.4M
|
+$7.11M
|
+75,129
|
+113%
|
|
