|
201
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$68.5M
|
+$974K
|
+3,148
|
+2%
|
|
|
202
|
Geneos Wealth Management
Englewood,
Colorado
|
$67.7M
|
+$1.92M
|
+6,217
|
+3%
|
|
|
203
|
|
$67.2M
|
-$930K
|
-3,005
|
-1%
|
|
|
204
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$66.1M
|
+$13.6M
|
+43,926
|
+27%
|
|
|
205
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$65.9M
|
-$634K
|
-2,048
|
-1%
|
|
|
206
|
Stratford Consulting
Addison,
Texas
|
$65.8M
|
-$1.29M
|
-4,171
|
-2%
|
|
|
207
|
BSW Wealth Partners
Boulder,
Colorado
|
$64.3M
|
+$6M
|
+19,376
|
+11%
|
|
|
208
|
Artemis Wealth Advisors
New York
|
$64.2M
|
-$1.83M
|
-5,929
|
-3%
|
|
|
209
|
Commerce Bank
Kansas City,
Missouri
|
$64.1M
|
+$1.02M
|
+3,291
|
+2%
|
|
|
210
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$63.2M
|
+$1.25M
|
+4,055
|
+2%
|
|
|
211
|
ESL Trust Services
Rochester,
New York
|
$63M
|
+$60.4M
|
+195,019
|
New
|
|
|
212
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$61.5M
|
-$106K
|
-342
|
-0.2%
|
|
|
213
|
Wharton Business Group
Malvern,
Pennsylvania
|
$61.4M
|
-$40.2K
|
-130
|
-0.1%
|
|
|
214
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$61.3M
|
+$7.96M
|
+25,734
|
+16%
|
|
|
215
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$61.1M
|
+$1.25M
|
+4,037
|
+2%
|
|
|
216
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$59.4M
|
-$219K
|
-709
|
-0.4%
|
|
|
217
|
Steward Partners Investment Advisory
New York
|
$59.3M
|
+$5.4M
|
+17,459
|
+11%
|
|
|
218
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$59M
|
-$780K
|
-2,521
|
-1%
|
|
|
219
|
Matson Money Inc
Mason,
Ohio
|
$58.7M
|
+$11.8M
|
+38,082
|
+27%
|
|
|
220
|
Parker Investment Management
Menlo Park,
California
|
$58.3M
|
+$10.7M
|
+34,711
|
+24%
|
|
|
221
|
Montag & Associates
Atlanta,
Georgia
|
$57.8M
|
-$1.57M
|
-5,078
|
-3%
|
|
|
222
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$57.4M
|
+$50.3M
|
+162,467
|
+1,073%
|
|
|
223
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$57.2M
|
-$429K
|
-1,386
|
-0.8%
|
|
|
224
|
Level Four Advisory Services
Dallas,
Texas
|
$56.4M
|
+$706K
|
+2,281
|
+1%
|
|
|
225
|
Courier Capital
Buffalo,
New York
|
$55.6M
|
-$241K
|
-778
|
-0.5%
|
|
