|
201
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.2M
|
+$602K
|
+3,896
|
+6%
|
|
|
202
|
Johns Hopkins University
Baltimore,
Maryland
|
$11.2M
|
-$223M
|
-1,446,960
|
-95%
|
|
|
203
|
Mather Group
Chicago,
Illinois
|
$11M
|
-$1.27M
|
-8,256
|
-10%
|
|
|
204
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$10.9M
|
-$286K
|
-1,855
|
-3%
|
|
|
205
|
State Street
Boston,
Massachusetts
|
$10.9M
|
+$657K
|
+4,254
|
+6%
|
|
|
206
|
CX Institutional
Auburn,
Indiana
|
$10.8M
|
+$2.16M
|
+13,969
|
+25%
|
|
|
207
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$10.7M
|
+$2.25M
|
+14,541
|
+26%
|
|
|
208
|
SVB Wealth
Boston,
Massachusetts
|
$10.7M
|
-$481K
|
-3,113
|
-4%
|
|
|
209
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$10.7M
|
+$2.43M
|
+15,754
|
+29%
|
|
|
210
|
Tower Research Capital (TRC)
New York
|
$10.6M
|
+$10.7M
|
+69,479
|
+69,479%
|
|
|
211
|
Allspring Global Investments
Charlotte,
North Carolina
|
$10.6M
|
-$7.86M
|
-50,924
|
-42%
|
|
|
212
|
HB Wealth Management
Atlanta,
Georgia
|
$10.5M
|
-$90.5K
|
-586
|
-0.8%
|
|
|
213
|
Investment Partners
New Philadelphia,
Ohio
|
$10.5M
|
-$346K
|
-2,243
|
-3%
|
|
|
214
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$10.5M
|
-$1.56M
|
-10,070
|
-13%
|
|
|
215
|
Montecito Bank & Trust
Santa Barbara,
California
|
$10.5M
|
-$86.8K
|
-562
|
-0.8%
|
|
|
216
|
Westshore Wealth
Newport Beach,
California
|
$10M
|
+$690K
|
+4,465
|
+7%
|
|
|
217
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$10M
|
+$3.85M
|
+24,909
|
+61%
|
|
|
218
|
Sepio Capital
Salt Lake City,
Utah
|
$9.91M
|
-$19.1M
|
-123,694
|
-66%
|
|
|
219
|
Prism Advisors
Studio City,
California
|
$9.6M
|
-$343K
|
-2,222
|
-3%
|
|
|
220
|
West Bancorporation
West Des Moines,
Iowa
|
$9.56M
|
+$699K
|
+4,528
|
+8%
|
|
|
221
|
XML Financial
Bethesda,
Maryland
|
$9.44M
|
-$20.2K
|
-131
|
-0.2%
|
|
|
222
|
Montag & Associates
Atlanta,
Georgia
|
$9.42M
|
+$40.5K
|
+262
|
+0.4%
|
|
|
223
|
Breakwater Capital Group
Paramus,
New Jersey
|
$9.23M
|
+$325K
|
+2,105
|
+4%
|
|
|
224
|
Oppenheimer Asset Management
New York
|
$9.09M
|
-$25.9M
|
-167,536
|
-74%
|
|
|
225
|
Lido Advisors
Los Angeles,
California
|
$8.87M
|
+$2.78M
|
+18,005
|
+45%
|
|
