|
226
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$72.3M
|
+$149K
|
+337
|
+0.2%
|
|
|
227
|
Baystate Wealth Management
Boston,
Massachusetts
|
$72M
|
-$280K
|
-631
|
-0.4%
|
|
|
228
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$71.7M
|
-$189K
|
-427
|
-0.3%
|
|
|
229
|
First Interstate Bank
Billings,
Montana
|
$71.6M
|
-$1.34M
|
-3,024
|
-2%
|
|
|
230
|
RWA Wealth Partners
Newton,
Massachusetts
|
$71.1M
|
-$34.1M
|
-76,980
|
-32%
|
|
|
231
|
Bessemer Securities
New York
|
$71M
|
–
|
–
|
–
|
|
|
232
|
BSW Wealth Partners
Boulder,
Colorado
|
$70.4M
|
+$89.5K
|
+202
|
+0.1%
|
|
|
233
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$69.9M
|
-$284K
|
-641
|
-0.4%
|
|
|
234
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$69.5M
|
-$137M
|
-309,051
|
-66%
|
|
|
235
|
Tortoise Investment Management
White Plains,
New York
|
$69.2M
|
-$1.08M
|
-2,439
|
-1%
|
|
|
236
|
Meitav Investment House
Bene-Beraq,
Israel
|
$69.1M
|
-$31.4M
|
-70,908
|
-31%
|
|
|
237
|
Conning Inc
Hartford,
Connecticut
|
$69M
|
-$17.6M
|
-39,776
|
-20%
|
|
|
238
|
BOK Financial Private Wealth
Denver,
Colorado
|
$69M
|
-$2.61M
|
-5,896
|
-4%
|
|
|
239
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$68.7M
|
+$1.71M
|
+3,861
|
+2%
|
|
|
240
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$68.7M
|
-$2.21M
|
-4,984
|
-3%
|
|
|
241
|
West Coast Financial
Santa Barbara,
California
|
$68.4M
|
+$1.1M
|
+2,481
|
+2%
|
|
|
242
|
Summit Financial Strategies
Columbus,
Ohio
|
$67.9M
|
+$1.3M
|
+2,939
|
+2%
|
|
|
243
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$67.2M
|
+$9.72M
|
+21,924
|
+16%
|
|
|
244
|
Destination Wealth Management
Walnut Creek,
California
|
$66.8M
|
-$808K
|
-1,824
|
-1%
|
|
|
245
|
Rockefeller Capital Management
New York
|
$66.7M
|
+$5.26M
|
+11,871
|
+8%
|
|
|
246
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$66.5M
|
-$1.14M
|
-2,569
|
-2%
|
|
|
247
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$66.3M
|
+$12.4M
|
+28,088
|
+22%
|
|
|
248
|
Montag & Associates
Atlanta,
Georgia
|
$66.2M
|
-$12.9M
|
-29,180
|
-16%
|
|
|
249
|
Chandler Asset Management
San Diego,
California
|
$66.1M
|
-$350K
|
-790
|
-0.5%
|
|
|
250
|
First Horizon Advisors
Memphis,
Tennessee
|
$65.7M
|
+$25.9M
|
+58,375
|
+62%
|
|
