|
151
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$88.2M
|
-$47.6M
|
-537,811
|
-35%
|
|
|
152
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$88.1M
|
+$2.87M
|
+32,400
|
+3%
|
|
|
153
|
Legacy Edge Advisors
Syosset,
New York
|
$86.5M
|
+$85.5M
|
+966,892
|
New
|
|
|
154
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$85M
|
+$22.1M
|
+250,382
|
+36%
|
|
|
155
|
Makena Capital Management
Menlo Park,
California
|
$83.6M
|
-$20.6M
|
-232,774
|
-20%
|
|
|
156
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$83.5M
|
-$4.57M
|
-51,663
|
-5%
|
|
|
157
|
New York Life Investment Management
New York
|
$83.5M
|
+$9.15M
|
+103,475
|
+12%
|
|
|
158
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$83.3M
|
+$3.19M
|
+36,025
|
+4%
|
|
|
159
|
Callan Family Office
Radnor,
Pennsylvania
|
$83.1M
|
+$10.5M
|
+118,634
|
+15%
|
|
|
160
|
Clearstead Advisors
Cleveland,
Ohio
|
$82.7M
|
+$7.01M
|
+79,311
|
+9%
|
|
|
161
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$82.4M
|
+$1.86M
|
+21,081
|
+2%
|
|
|
162
|
Aspiriant LLC
Los Angeles,
California
|
$81.9M
|
+$6.76M
|
+76,404
|
+9%
|
|
|
163
|
Brookstone Capital Management
Wheaton,
Illinois
|
$81.8M
|
+$5.36M
|
+60,576
|
+7%
|
|
|
164
|
Klingman & Associates
New York
|
$81.3M
|
+$6.24M
|
+70,577
|
+8%
|
|
|
165
|
Axiom Investors
Greenwich,
Connecticut
|
$81.2M
|
-$5.79M
|
-65,500
|
-7%
|
|
|
166
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$79.3M
|
+$24.4M
|
+276,096
|
+45%
|
|
|
167
|
William Blair & Company
Chicago,
Illinois
|
$78.1M
|
+$9.05M
|
+102,379
|
+13%
|
|
|
168
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$77.7M
|
+$4.99M
|
+56,434
|
+7%
|
|
|
169
|
True Link Financial Advisors
San Francisco,
California
|
$77.2M
|
+$2.1M
|
+23,752
|
+3%
|
|
|
170
|
Nottingham Advisors
Amherst,
New York
|
$76.7M
|
-$1.05M
|
-11,823
|
-1%
|
|
|
171
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$76.7M
|
+$27.9M
|
+315,895
|
+58%
|
|
|
172
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$75M
|
-$1.64M
|
-18,519
|
-2%
|
|
|
173
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$74.6M
|
+$5.09M
|
+57,597
|
+7%
|
|
|
174
|
Wealthspire Advisors (New York)
New York
|
$72.5M
|
-$840K
|
-9,494
|
-1%
|
|
|
175
|
Opus Capital Group
Cincinnati,
Ohio
|
$71.6M
|
+$445K
|
+5,038
|
+0.6%
|
|
