|
201
|
Litman Gregory Wealth Management
Larkspur,
California
|
$78.3M
|
+$646K
|
+1,814
|
+0.9%
|
|
|
202
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$77.8M
|
+$2.18M
|
+6,135
|
+3%
|
|
|
203
|
Karpus Investment Management
Pittsford,
New York
|
$77.7M
|
-$145K
|
-408
|
-0.2%
|
|
|
204
|
Steward Partners Investment Advisory
New York
|
$76.6M
|
+$1.85M
|
+5,211
|
+3%
|
|
|
205
|
First Interstate Bank
Billings,
Montana
|
$76.5M
|
+$583K
|
+1,637
|
+0.8%
|
|
|
206
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$75.5M
|
+$40.2M
|
+112,898
|
+128%
|
|
|
207
|
Human Investing
Lake Oswego,
Oregon
|
$75.5M
|
+$7.7M
|
+21,640
|
+12%
|
|
|
208
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$75.4M
|
-$89.7K
|
-252
|
-0.1%
|
|
|
209
|
RWA Wealth Partners
Newton,
Massachusetts
|
$75.1M
|
-$10.8M
|
-30,440
|
-13%
|
|
|
210
|
TFC Financial Management
Boston,
Massachusetts
|
$75M
|
+$4.85M
|
+13,629
|
+7%
|
|
|
211
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$75M
|
+$71.1M
|
+199,849
|
New
|
|
|
212
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$74.9M
|
-$166M
|
-466,920
|
-70%
|
|
|
213
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$74.8M
|
+$13.9M
|
+39,039
|
+24%
|
|
|
214
|
PKO Investment Management Joint-Stock
Warsaw,
Poland
|
$74.3M
|
+$11.5M
|
+32,197
|
+19%
|
|
|
215
|
Pegasus Partners
Mequon,
Wisconsin
|
$73.5M
|
-$400K
|
-1,125
|
-0.6%
|
|
|
216
|
Satovsky Asset Management
New York
|
$73.2M
|
+$69.2M
|
+194,283
|
New
|
|
|
217
|
Atria Investments
Charlotte,
North Carolina
|
$72.6M
|
+$7.11M
|
+19,971
|
+12%
|
|
|
218
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$72.3M
|
-$220K
|
-619
|
-0.3%
|
|
|
219
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$72.1M
|
-$3.17M
|
-8,910
|
-4%
|
|
|
220
|
Wharton Business Group
Malvern,
Pennsylvania
|
$71.3M
|
-$8.9K
|
-25
|
-0%
|
|
|
221
|
HRS Investment Holdings
New York
|
$70.3M
|
–
|
–
|
–
|
|
|
222
|
First Command Bank
Fort Worth,
Texas
|
$70.3M
|
+$3.69M
|
+10,373
|
+6%
|
|
|
223
|
First Command Financial Services
Fort Worth,
Texas
|
$70.3M
|
+$3.69M
|
+10,373
|
+6%
|
|
|
224
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$69.8M
|
+$5.13M
|
+14,416
|
+8%
|
|
|
225
|
|
$69.3M
|
-$2.07M
|
-5,806
|
-3%
|
|
