|
151
|
Bailard
Foster City,
California
|
$52.9M
|
-$343K
|
-5,122
|
-0.6%
|
|
|
152
|
Prudential Financial
Newark,
New Jersey
|
$52.2M
|
+$7.27M
|
+108,549
|
+15%
|
|
|
153
|
Intrust Bank
Wichita,
Kansas
|
$51.4M
|
-$611K
|
-9,128
|
-1%
|
|
|
154
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$49.6M
|
+$1.22M
|
+18,273
|
+2%
|
|
|
155
|
Baystate Wealth Management
Boston,
Massachusetts
|
$48.9M
|
-$857K
|
-12,802
|
-2%
|
|
|
156
|
Adventist Health System West
Roseville,
California
|
$48.9M
|
-$3.87M
|
-57,800
|
-7%
|
|
|
157
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$48.3M
|
+$3.98M
|
+59,399
|
+9%
|
|
|
158
|
Facet Wealth Inc
Baltimore,
Maryland
|
$46.7M
|
+$13.1M
|
+195,429
|
+35%
|
|
|
159
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$46.7M
|
+$1.26M
|
+18,856
|
+3%
|
|
|
160
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$46.3M
|
-$15.2M
|
-226,894
|
-24%
|
|
|
161
|
Callan Family Office
Radnor,
Pennsylvania
|
$46.2M
|
+$2.5M
|
+37,341
|
+5%
|
|
|
162
|
Circle Wealth Management
Summit,
New Jersey
|
$45.4M
|
+$47.2M
|
+705,123
|
New
|
|
|
163
|
Riversedge Advisors
Wilmington,
Delaware
|
$45.2M
|
+$4.77M
|
+71,278
|
+11%
|
|
|
164
|
BOK Financial Private Wealth
Denver,
Colorado
|
$44.2M
|
-$695K
|
-10,375
|
-1%
|
|
|
165
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$43.9M
|
-$292K
|
-4,367
|
-0.6%
|
|
|
166
|
Dan L. Duncan Foundation
Houston,
Texas
|
$43.6M
|
–
|
–
|
–
|
|
|
167
|
Diversified Trust
Memphis,
Tennessee
|
$43.4M
|
-$2M
|
-29,879
|
-4%
|
|
|
168
|
Bangor Savings Bank
Bangor,
Maine
|
$42.8M
|
+$270K
|
+4,033
|
+0.6%
|
|
|
169
|
Acadian Asset Management
Boston,
Massachusetts
|
$42.7M
|
+$18.6M
|
+277,402
|
+72%
|
|
|
170
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$42.5M
|
+$1.37M
|
+20,423
|
+3%
|
|
|
171
|
Marcum Wealth
Cleveland,
Ohio
|
$41.3M
|
-$532K
|
-7,951
|
-1%
|
|
|
172
|
First Foundation Advisors
Irvine,
California
|
$41.1M
|
+$5.87M
|
+87,696
|
+16%
|
|
|
173
|
Wilshire Advisors
Santa Monica,
California
|
$41M
|
+$417K
|
+6,229
|
+1%
|
|
|
174
|
Regis Acquisition
Denver,
Colorado
|
$40.9M
|
-$6.55M
|
-97,753
|
-13%
|
|
|
175
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$40.7M
|
+$56.4K
|
+842
|
+0.1%
|
|
