|
176
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$47M
|
+$5.35M
|
+75,092
|
+13%
|
|
|
177
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$46.3M
|
-$700K
|
-9,830
|
-2%
|
|
|
178
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$46.1M
|
+$691K
|
+9,708
|
+2%
|
|
|
179
|
Acadian Asset Management
Boston,
Massachusetts
|
$46M
|
-$17M
|
-238,813
|
-28%
|
|
|
180
|
|
$46M
|
+$2.47M
|
+34,703
|
+6%
|
|
|
181
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$45.8M
|
-$75.9K
|
-1,066
|
-0.2%
|
|
|
182
|
Marcum Wealth
Cleveland,
Ohio
|
$45.7M
|
-$1.53M
|
-21,450
|
-3%
|
|
|
183
|
BOK Financial Private Wealth
Denver,
Colorado
|
$45.5M
|
-$1.54M
|
-21,669
|
-3%
|
|
|
184
|
Wilshire Advisors
Santa Monica,
California
|
$45.3M
|
-$1.11M
|
-15,600
|
-2%
|
|
|
185
|
Citadel Advisors
Miami,
Florida
|
$45.3M
|
+$43.5M
|
+610,526
|
New
|
|
|
186
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$44.5M
|
+$646K
|
+9,068
|
+2%
|
|
|
187
|
Brickley Wealth Management
San Mateo,
California
|
$44.1M
|
+$239K
|
+3,355
|
+0.6%
|
|
|
188
|
Conrad N. Hilton Foundation
Agoura Hills,
California
|
$44M
|
+$42.2M
|
+592,622
|
New
|
|
|
189
|
True Link Financial Advisors
San Francisco,
California
|
$43.9M
|
+$2.58M
|
+36,225
|
+7%
|
|
|
190
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$43.6M
|
-$762K
|
-10,711
|
-2%
|
|
|
191
|
InterOcean Capital Group
Nashville,
Tennessee
|
$43.5M
|
+$11.7M
|
+163,974
|
+39%
|
|
|
192
|
Mercer Global Advisors
Denver,
Colorado
|
$42.8M
|
+$2.28M
|
+32,050
|
+6%
|
|
|
193
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$42.7M
|
+$724K
|
+10,172
|
+2%
|
|
|
194
|
Regis Acquisition
Denver,
Colorado
|
$42.6M
|
-$13.6M
|
-190,731
|
-25%
|
|
|
195
|
Disciplina Capital Management
Nashville,
Tennessee
|
$42.3M
|
-$747K
|
-10,498
|
-2%
|
|
|
196
|
Cetera Advisors
Denver,
Colorado
|
$42.3M
|
+$15.8M
|
+222,039
|
+64%
|
|
|
197
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$42M
|
-$1.71M
|
-24,046
|
-4%
|
|
|
198
|
Colony Family Offices
Charlotte,
North Carolina
|
$41.9M
|
+$114K
|
+1,600
|
+0.3%
|
|
|
199
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$41.7M
|
+$7.78M
|
+109,270
|
+24%
|
|
|
200
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$41.4M
|
-$8.75M
|
-122,948
|
-18%
|
|
