|
126
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$33.3M
|
-$65.3M
|
-439,234
|
-65%
|
|
|
127
|
Valmark Advisers
Akron,
Ohio
|
$33.1M
|
-$409K
|
-2,749
|
-1%
|
|
|
128
|
Squire Investment Management Company
Orem,
Utah
|
$33.1M
|
+$2.5M
|
+16,821
|
+8%
|
|
|
129
|
Planned Solutions
Folsom,
California
|
$32.5M
|
+$1.72M
|
+11,534
|
+5%
|
|
|
130
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$32.2M
|
-$478K
|
-3,212
|
-1%
|
|
|
131
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$32.2M
|
+$1.04M
|
+6,983
|
+3%
|
|
|
132
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$31.8M
|
-$485K
|
-3,259
|
-1%
|
|
|
133
|
Miracle Mile Advisors
Los Angeles,
California
|
$31.5M
|
-$531K
|
-3,572
|
-2%
|
|
|
134
|
Trevian Wealth Management
Weston,
Massachusetts
|
$31.4M
|
+$1.75M
|
+11,782
|
+6%
|
|
|
135
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$31.4M
|
+$3.56M
|
+23,926
|
+12%
|
|
|
136
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$31.1M
|
+$594K
|
+3,994
|
+2%
|
|
|
137
|
NewEdge Advisors
New Orleans,
Louisiana
|
$30.9M
|
+$3.02M
|
+20,294
|
+10%
|
|
|
138
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$30.8M
|
+$891K
|
+5,991
|
+3%
|
|
|
139
|
Bank of New York Mellon
New York
|
$30.7M
|
+$5M
|
+33,651
|
+18%
|
|
|
140
|
Sendero Wealth Management
San Antonio,
Texas
|
$30.6M
|
+$72.6K
|
+488
|
+0.2%
|
|
|
141
|
Cigna Investments
Bloomfield,
Connecticut
|
$29.9M
|
+$1.11M
|
+7,475
|
+4%
|
|
|
142
|
Sweeney & Michel
Chico,
California
|
$29.8M
|
+$404K
|
+2,716
|
+1%
|
|
|
143
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$29.8M
|
+$9.37K
|
+63
|
+0%
|
|
|
144
|
Whitney & Co
Rochester,
New York
|
$29.7M
|
-$23K
|
-155
|
-0.1%
|
|
|
145
|
Summit Financial
Parsippany,
New Jersey
|
$29.2M
|
+$7.38M
|
+49,610
|
+32%
|
|
|
146
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$28.8M
|
+$2.42M
|
+16,299
|
+9%
|
|
|
147
|
Vident Advisory
Alpharetta,
Georgia
|
$28.6M
|
+$2.75M
|
+18,494
|
+10%
|
|
|
148
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$27.6M
|
+$1.46M
|
+9,849
|
+5%
|
|
|
149
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
$27.4M
|
-$297
|
-2
|
-0%
|
|
|
150
|
MontVue Capital Management
Lynchburg,
Virginia
|
$27.3M
|
+$290K
|
+1,948
|
+1%
|
|
