|
176
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$38.9M
|
+$405K
|
+6,185
|
+1%
|
|
|
177
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$38.7M
|
+$7.85M
|
+119,760
|
+26%
|
|
|
178
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$38.3M
|
-$1.89M
|
-28,764
|
-5%
|
|
|
179
|
First Foundation Advisors
Irvine,
California
|
$38.2M
|
-$11M
|
-167,770
|
-23%
|
|
|
180
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$38.1M
|
+$5.11M
|
+77,977
|
+16%
|
|
|
181
|
Colony Family Offices
Charlotte,
North Carolina
|
$38M
|
+$36.3K
|
+553
|
+0.1%
|
|
|
182
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$37.7M
|
+$2.49M
|
+38,043
|
+7%
|
|
|
183
|
Community Bank
Dewitt,
New York
|
$37.2M
|
+$437K
|
+6,659
|
+1%
|
|
|
184
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$36.9M
|
-$1.43M
|
-21,848
|
-4%
|
|
|
185
|
Arkos Global Advisors
Houston,
Texas
|
$36.8M
|
+$2.44M
|
+37,172
|
+7%
|
|
|
186
|
Tarbox Family Office
Newport Beach,
California
|
$36.7M
|
+$1.29M
|
+19,661
|
+4%
|
|
|
187
|
|
$36.7M
|
+$1.34M
|
+20,472
|
+4%
|
|
|
188
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$35.9M
|
+$2.17M
|
+33,063
|
+7%
|
|
|
189
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$35.8M
|
+$8.6M
|
+131,113
|
+32%
|
|
|
190
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$35.8M
|
+$24.4M
|
+372,600
|
+229%
|
|
|
191
|
Bank of Hawaii
Honolulu,
Hawaii
|
$35.7M
|
–
|
–
|
–
|
|
|
192
|
Financial Engines Advisors
Santa Clara,
California
|
$35.5M
|
-$9.94M
|
-151,596
|
-22%
|
|
|
193
|
Investure LLC
Charlottesville,
Virginia
|
$34.9M
|
+$21.1M
|
+321,805
|
+161%
|
|
|
194
|
Waddell & Associates
Memphis,
Tennessee
|
$34.5M
|
+$158K
|
+2,415
|
+0.5%
|
|
|
195
|
AE Wealth Management
Topeka,
Kansas
|
$34.1M
|
+$6.36M
|
+97,011
|
+23%
|
|
|
196
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$34M
|
-$2.7M
|
-41,240
|
-7%
|
|
|
197
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$33.7M
|
-$421K
|
-6,427
|
-1%
|
|
|
198
|
Pathstone Family Office
Englewood,
New Jersey
|
$33.5M
|
+$875K
|
+13,352
|
+3%
|
|
|
199
|
MCF Advisors
Covington,
Kentucky
|
$33.4M
|
-$1.7M
|
-25,987
|
-5%
|
|
|
200
|
Prudential Financial
Newark,
New Jersey
|
$33.4M
|
+$13.7M
|
+208,719
|
+72%
|
|
