|
151
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$11.9M
|
+$11.8M
|
+215,309
|
New
|
|
|
152
|
Raymond James Trust
St. Petersburg,
Florida
|
$11.8M
|
+$2.24M
|
+40,677
|
+23%
|
|
|
153
|
Summit Wealth Partners
Orlando,
Florida
|
$11.8M
|
+$1.13M
|
+20,600
|
+11%
|
|
|
154
|
Israel Discount Bank of New York
New York
|
$11.7M
|
-$2.69M
|
-48,882
|
-19%
|
|
|
155
|
Delta Asset Management
Memphis,
Tennessee
|
$11.6M
|
+$254K
|
+4,627
|
+2%
|
|
|
156
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$11.5M
|
+$992K
|
+18,050
|
+9%
|
|
|
157
|
Stelac Advisory Services
New York
|
$11.5M
|
-$279K
|
-5,074
|
-2%
|
|
|
158
|
Parcion Private Wealth
Bellevue,
Washington
|
$11.4M
|
-$678K
|
-12,324
|
-6%
|
|
|
159
|
Whittier Trust
South Pasadena,
California
|
$11.2M
|
-$56.2K
|
-1,023
|
-0.5%
|
|
|
160
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$11.1M
|
-$110K
|
-2,000
|
-1%
|
|
|
161
|
SP Asset Management
Cupertino,
California
|
$11.1M
|
+$2.14M
|
+38,871
|
+24%
|
|
|
162
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$11.1M
|
+$11M
|
+200,674
|
New
|
|
|
163
|
Bartlett & Co
Cincinnati,
Ohio
|
$11M
|
+$3.58M
|
+65,069
|
+49%
|
|
|
164
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$11M
|
+$3.58M
|
+65,069
|
+49%
|
|
|
165
|
FLC Capital Advisors
Palm Desert,
California
|
$10.7M
|
+$344K
|
+6,257
|
+3%
|
|
|
166
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$10.5M
|
–
|
–
|
–
|
|
|
167
|
Hobart Private Capital
Charlotte,
North Carolina
|
$10.4M
|
+$2.03M
|
+36,894
|
+24%
|
|
|
168
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$10.3M
|
–
|
–
|
–
|
|
|
169
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$10.3M
|
–
|
–
|
–
|
|
|
170
|
Barings
Charlotte,
North Carolina
|
$10.2M
|
-$412K
|
-7,500
|
-4%
|
|
|
171
|
Oppenheimer Asset Management
New York
|
$10.1M
|
+$2.06M
|
+37,458
|
+26%
|
|
|
172
|
Franklin Resources
San Mateo,
California
|
$10.1M
|
+$276K
|
+5,028
|
+3%
|
|
|
173
|
Copperleaf Capital
Raleigh,
North Carolina
|
$10.1M
|
+$8.43M
|
+153,426
|
+525%
|
|
|
174
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$9.81M
|
+$9.77M
|
+177,751
|
New
|
|
|
175
|
Prudential Financial
Newark,
New Jersey
|
$9.8M
|
+$1.51M
|
+27,419
|
+18%
|
|
