|
151
|
Citadel Advisors
Miami,
Florida
|
$37.7M
|
-$70.8M
|
-1,203,273
|
-63%
|
|
|
152
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$37.1M
|
+$29.3M
|
+497,860
|
+242%
|
|
|
153
|
Financial Engines Advisors
Santa Clara,
California
|
$37M
|
+$451K
|
+7,670
|
+1%
|
|
|
154
|
Regis Management Company
Menlo Park,
California
|
$36.8M
|
-$1.08M
|
-18,440
|
-3%
|
|
|
155
|
Bangor Savings Bank
Bangor,
Maine
|
$36.8M
|
+$357K
|
+6,073
|
+0.9%
|
|
|
156
|
Meeder Asset Management
Dublin,
Ohio
|
$36.4M
|
+$616K
|
+10,483
|
+2%
|
|
|
157
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$36M
|
+$316K
|
+5,377
|
+0.8%
|
|
|
158
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$35.9M
|
-$592K
|
-10,076
|
-1%
|
|
|
159
|
Tarbox Family Office
Newport Beach,
California
|
$35.9M
|
-$233K
|
-3,962
|
-0.6%
|
|
|
160
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$35.3M
|
+$1.63M
|
+27,724
|
+4%
|
|
|
161
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$35M
|
-$489K
|
-8,316
|
-1%
|
|
|
162
|
Dan L. Duncan Foundation
Houston,
Texas
|
$34.8M
|
-$4.89M
|
-83,186
|
-11%
|
|
|
163
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$34.3M
|
-$1.07M
|
-18,232
|
-3%
|
|
|
164
|
|
$33M
|
+$32.9M
|
+560,334
|
+848%
|
|
|
165
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$32.7M
|
-$3.76M
|
-63,889
|
-9%
|
|
|
166
|
Marcum Wealth
Cleveland,
Ohio
|
$32.6M
|
+$2.39M
|
+40,599
|
+7%
|
|
|
167
|
Compton Financial Group
Towson,
Maryland
|
$32.3M
|
+$3.94M
|
+67,033
|
+12%
|
|
|
168
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$32.3M
|
–
|
–
|
–
|
|
|
169
|
First Foundation Advisors
Irvine,
California
|
$32.2M
|
+$24.7M
|
+419,531
|
+219%
|
|
|
170
|
Brickley Wealth Management
San Mateo,
California
|
$31.8M
|
+$1.52M
|
+25,863
|
+4%
|
|
|
171
|
Highland Private Wealth Management
Bellevue,
Washington
|
$31.8M
|
+$1.66M
|
+28,147
|
+5%
|
|
|
172
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$31.3M
|
-$34.9M
|
-592,809
|
Closed
|
|
|
173
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$30.8M
|
+$1.3M
|
+22,181
|
+4%
|
|
|
174
|
Colony Family Offices
Charlotte,
North Carolina
|
$30.6M
|
+$5.49M
|
+93,361
|
+19%
|
|
|
175
|
|
$30.6M
|
+$6.42M
|
+109,251
|
+23%
|
|
