|
226
|
Security National Bank
Omaha,
Nebraska
|
$149M
|
–
|
–
|
–
|
|
|
227
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$148M
|
-$860K
|
-1,635
|
-0.6%
|
|
|
228
|
Monashee Investment Management
Boston,
Massachusetts
|
$146M
|
+$10.8M
|
+20,500
|
+8%
|
|
|
229
|
Modera Wealth Management
Westwood,
New Jersey
|
$146M
|
-$636K
|
-1,209
|
-0.5%
|
|
|
230
|
True Link Financial Advisors
San Francisco,
California
|
$145M
|
-$217K
|
-412
|
-0.2%
|
|
|
231
|
Daiwa Securities Group
Tokyo,
Japan
|
$145M
|
-$19.8M
|
-37,593
|
-13%
|
|
|
232
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$144M
|
-$9.51M
|
-18,086
|
-6%
|
|
|
233
|
Element Pointe Advisors
Miami,
Florida
|
$144M
|
-$1.5M
|
-2,860
|
-1%
|
|
|
234
|
Farther Finance Advisors
San Francisco,
California
|
$143M
|
+$21.8M
|
+41,429
|
+19%
|
|
|
235
|
Calamos Wealth Management
Naperville,
Illinois
|
$142M
|
-$6.67M
|
-12,682
|
-5%
|
|
|
236
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$138M
|
+$10.6M
|
+20,065
|
+9%
|
|
|
237
|
26North Partners
New York
|
$136M
|
+$95.7K
|
+182
|
+0.1%
|
|
|
238
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$135M
|
+$9.01M
|
+17,140
|
+7%
|
|
|
239
|
Lee Financial
Dallas,
Texas
|
$134M
|
+$6.21M
|
+11,815
|
+5%
|
|
|
240
|
SFMG Wealth Advisors
Plano,
Texas
|
$134M
|
-$937K
|
-1,781
|
-0.7%
|
|
|
241
|
Spire Wealth Management
Mclean,
Virginia
|
$131M
|
-$20.3M
|
-38,623
|
-14%
|
|
|
242
|
First Foundation Advisors
Irvine,
California
|
$131M
|
+$13.3M
|
+25,206
|
+12%
|
|
|
243
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$131M
|
+$3.6M
|
+6,854
|
+3%
|
|
|
244
|
Japan Science & Technology Agency
Tokyo,
Japan
|
$130M
|
–
|
–
|
–
|
|
|
245
|
Advisory Services Network
Atlanta,
Georgia
|
$130M
|
+$6.7M
|
+12,740
|
+6%
|
|
|
246
|
Grimes & Company
Westborough,
Massachusetts
|
$130M
|
-$4.67M
|
-8,876
|
-4%
|
|
|
247
|
Goelzer Investment Management
Carmel,
Indiana
|
$130M
|
+$17.6M
|
+33,510
|
+16%
|
|
|
248
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$130M
|
+$38.6M
|
+73,377
|
+45%
|
|
|
249
|
Merit Financial Group
Alpharetta,
Georgia
|
$129M
|
+$892K
|
+1,696
|
+0.7%
|
|
|
250
|
Sandy Spring Bank
Olney,
Maryland
|
$128M
|
+$7.13M
|
+13,550
|
+6%
|
|
