|
151
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$43.7M
|
+$7.39M
|
+137,287
|
+19%
|
|
|
152
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$43.6M
|
+$1.6M
|
+29,772
|
+4%
|
|
|
153
|
Monashee Investment Management
Boston,
Massachusetts
|
$43.6M
|
+$1.88M
|
+35,000
|
+5%
|
|
|
154
|
|
$42.9M
|
-$841K
|
-15,632
|
-2%
|
|
|
155
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$42.7M
|
+$1.49M
|
+27,636
|
+4%
|
|
|
156
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$42.4M
|
-$4.69M
|
-87,084
|
-10%
|
|
|
157
|
Cambridge Associates
Boston,
Massachusetts
|
$42.3M
|
+$10.9M
|
+201,889
|
+35%
|
|
|
158
|
TD Private Client Wealth
New York
|
$41.7M
|
+$3.11M
|
+57,779
|
+8%
|
|
|
159
|
Victory Capital Management
San Antonio,
Texas
|
$41.4M
|
-$13M
|
-241,520
|
-24%
|
|
|
160
|
TFC Financial Management
Boston,
Massachusetts
|
$41.1M
|
+$17.4M
|
+323,026
|
+74%
|
|
|
161
|
New York Life Investment Management
New York
|
$40.4M
|
+$5.21M
|
+96,789
|
+15%
|
|
|
162
|
|
$40.1M
|
+$2.94M
|
+54,563
|
+8%
|
|
|
163
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$39.4M
|
+$6.71M
|
+124,679
|
+21%
|
|
|
164
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$39.3M
|
-$79.8K
|
-1,482
|
-0.2%
|
|
|
165
|
Cobblestone Capital Advisors
Rochester,
New York
|
$38.8M
|
+$665K
|
+12,346
|
+2%
|
|
|
166
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$38.8M
|
+$2.25M
|
+41,763
|
+6%
|
|
|
167
|
JB Capital
Wethersfield,
Connecticut
|
$38.6M
|
+$17.9M
|
+332,815
|
+87%
|
|
|
168
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$38.2M
|
+$38.1M
|
+707,350
|
New
|
|
|
169
|
Merit Financial Group
Alpharetta,
Georgia
|
$38.1M
|
+$9.27M
|
+172,147
|
+32%
|
|
|
170
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$38M
|
+$15.5M
|
+287,718
|
+69%
|
|
|
171
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$38M
|
+$5.07M
|
+94,195
|
+15%
|
|
|
172
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$37.8M
|
–
|
–
|
–
|
|
|
173
|
CKW Financial Group
Honolulu,
Hawaii
|
$37.8M
|
+$450K
|
+8,364
|
+1%
|
|
|
174
|
Principal Securities
Des Moines,
Iowa
|
$37.1M
|
+$27.2K
|
+506
|
+0.1%
|
|
|
175
|
Sompo Asset Management
Tokyo,
Japan
|
$36.6M
|
+$250K
|
+4,636
|
+0.7%
|
|
