|
126
|
Summit Wealth Partners
Orlando,
Florida
|
$15.8M
|
-$316K
|
-6,384
|
-2%
|
|
|
127
|
Shufro Rose & Co
New York
|
$15.7M
|
-$1.91M
|
-38,572
|
-11%
|
|
|
128
|
Caldwell Trust
Venice,
Florida
|
$15.6M
|
-$5.42M
|
-109,440
|
-26%
|
|
|
129
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$15.5M
|
-$334K
|
-6,739
|
-2%
|
|
|
130
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$15.4M
|
–
|
–
|
–
|
|
|
131
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$15.3M
|
-$696K
|
-14,056
|
-4%
|
|
|
132
|
IFP Advisors
Tampa,
Florida
|
$15.3M
|
+$1.37M
|
+27,633
|
+23%
|
|
|
133
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.3M
|
+$6.93M
|
+139,989
|
+84%
|
|
|
134
|
James Investment Research
Alpha,
Ohio
|
$15.3M
|
-$3.62M
|
-73,147
|
-19%
|
|
|
135
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$15.2M
|
+$331K
|
+6,682
|
+2%
|
|
|
136
|
MML Investors Services
Springfield,
Massachusetts
|
$15M
|
+$2.03M
|
+40,921
|
+16%
|
|
|
137
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$14.7M
|
–
|
–
|
–
|
|
|
138
|
Larson Financial Group
St Louis,
Missouri
|
$14.2M
|
+$14.1M
|
+284,811
|
New
|
|
|
139
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.2M
|
-$13.1M
|
-264,055
|
-48%
|
|
|
140
|
Renaissance Technologies
New York
|
$14.1M
|
+$8.2M
|
+165,700
|
+141%
|
|
|
141
|
Telemus Capital
Southfield,
Michigan
|
$14.1M
|
-$175K
|
-3,527
|
-1%
|
|
|
142
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$13.9M
|
–
|
–
|
–
|
|
|
143
|
Gilbert & Cook
West Des Moines,
Iowa
|
$13.8M
|
+$13.7M
|
+277,511
|
New
|
|
|
144
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$13.8M
|
-$1.99M
|
-40,276
|
-13%
|
|
|
145
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.7M
|
+$3.87M
|
+78,240
|
+40%
|
|
|
146
|
Capital Insight Partners
Scottsdale,
Arizona
|
$13.6M
|
+$699K
|
+14,114
|
+5%
|
|
|
147
|
DDFG Inc
Thousand Oaks,
California
|
$13.2M
|
+$13.1M
|
+265,344
|
New
|
|
|
148
|
Courage Miller Partners
Norfolk,
Virginia
|
$13.1M
|
-$57K
|
-1,152
|
-0.4%
|
|
|
149
|
Endurance Wealth Management
Providence,
Rhode Island
|
$12.9M
|
-$539K
|
-10,885
|
-4%
|
|
|
150
|
Atria Wealth Solutions
New York
|
$12.8M
|
+$1.97M
|
+39,757
|
+18%
|
|
