|
226
|
Matrix Trust Company
Denver,
Colorado
|
$13.4M
|
+$1.44M
|
+18,604
|
+12%
|
|
|
227
|
Boston Family Office
Boston,
Massachusetts
|
$13.4M
|
-$53.2K
|
-687
|
-0.4%
|
|
|
228
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$13.3M
|
+$74.2K
|
+958
|
+0.6%
|
|
|
229
|
Raymond James Trust
St. Petersburg,
Florida
|
$13.3M
|
+$2.07M
|
+26,723
|
+18%
|
|
|
230
|
Affiance Financial
St. Louis Park,
Minnesota
|
$13.3M
|
+$475K
|
+6,130
|
+4%
|
|
|
231
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$13.1M
|
-$185K
|
-2,386
|
-1%
|
|
|
232
|
Horan Securities
Cincinnati,
United States
|
$13M
|
+$325K
|
+4,196
|
+3%
|
|
|
233
|
Citizens Business Bank
Ontario,
California
|
$13M
|
+$238K
|
+3,077
|
+2%
|
|
|
234
|
Summit Financial Strategies
Columbus,
Ohio
|
$12.8M
|
+$46.5K
|
+600
|
+0.4%
|
|
|
235
|
Evermay Wealth Management
Arlington,
Virginia
|
$12.8M
|
+$461K
|
+5,951
|
+4%
|
|
|
236
|
Shoker Investment Counsel
Oxford,
Ohio
|
$12.8M
|
-$72.6K
|
-937
|
-0.6%
|
|
|
237
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$12.7M
|
-$181K
|
-2,339
|
-1%
|
|
|
238
|
West Paces Advisors
Atlanta,
Georgia
|
$12.6M
|
+$2.83M
|
+36,516
|
+29%
|
|
|
239
|
Opus Capital Group
Cincinnati,
Ohio
|
$12.6M
|
+$3.44M
|
+44,371
|
+38%
|
|
|
240
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$12.6M
|
-$75.5K
|
-975
|
-0.6%
|
|
|
241
|
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
$12.5M
|
-$17.2M
|
-222,500
|
-58%
|
|
|
242
|
Good Life Advisors
Reading,
Pennsylvania
|
$12.5M
|
-$5.64M
|
-72,835
|
-31%
|
|
|
243
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$12.5M
|
+$1.02M
|
+13,227
|
+9%
|
|
|
244
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$12.4M
|
-$8.22M
|
-106,092
|
-39%
|
|
|
245
|
Trilogy Capital
Irvine,
California
|
$12.3M
|
-$240K
|
-3,099
|
-2%
|
|
|
246
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$12.2M
|
+$107K
|
+1,381
|
+0.9%
|
|
|
247
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.2M
|
+$11.8M
|
+152,692
|
+3,904%
|
|
|
248
|
Bank of the West
Monterey Park,
California
|
$12.2M
|
-$972K
|
-12,552
|
-7%
|
|
|
249
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$11.9M
|
+$776K
|
+10,021
|
+7%
|
|
|
250
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.8M
|
-$1.07M
|
-13,809
|
-8%
|
|
