|
151
|
Patton Fund Management
Dallas,
Texas
|
$8.1M
|
+$538K
|
+6,930
|
+7%
|
|
|
152
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$8.1M
|
-$273K
|
-3,518
|
-3%
|
|
|
153
|
IEQ Capital
Foster City,
California
|
$8.09M
|
-$770K
|
-9,928
|
-9%
|
|
|
154
|
Great Lakes Advisors
Chicago,
Illinois
|
$8.09M
|
-$2.17M
|
-28,010
|
-22%
|
|
|
155
|
Brown Advisory
Baltimore,
Maryland
|
$7.78M
|
-$2.11M
|
-27,163
|
-22%
|
|
|
156
|
Tolleson Wealth Management
Dallas,
Texas
|
$7.77M
|
–
|
–
|
–
|
|
|
157
|
Heron Financial Group
New York
|
$7.58M
|
+$101K
|
+1,298
|
+1%
|
|
|
158
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$7.04M
|
+$6.84M
|
+88,238
|
New
|
|
|
159
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$6.87M
|
-$444K
|
-5,728
|
-6%
|
|
|
160
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$6.86M
|
+$609K
|
+7,849
|
+10%
|
|
|
161
|
Bartlett & Co
Cincinnati,
Ohio
|
$6.86M
|
+$609K
|
+7,849
|
+10%
|
|
|
162
|
Meridian Financial Partners
Warrenton,
Virginia
|
$6.63M
|
-$254K
|
-3,270
|
-4%
|
|
|
163
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$6.57M
|
-$505K
|
-6,512
|
-7%
|
|
|
164
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$6.57M
|
-$175K
|
-2,250
|
-3%
|
|
|
165
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$6.44M
|
-$1.71M
|
-22,013
|
-21%
|
|
|
166
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$6.38M
|
+$18.2K
|
+234
|
+0.3%
|
|
|
167
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$6.31M
|
-$17.5K
|
-225
|
-0.3%
|
|
|
168
|
AdvicePeriod
Los Angeles,
California
|
$6.29M
|
+$583K
|
+7,518
|
+10%
|
|
|
169
|
One Capital Management
Westlake Village,
California
|
$6.29M
|
+$3.56M
|
+45,905
|
+137%
|
|
|
170
|
William Blair & Company
Chicago,
Illinois
|
$6.28M
|
+$305K
|
+3,934
|
+5%
|
|
|
171
|
|
$6.25M
|
-$619K
|
-7,985
|
-9%
|
|
|
172
|
Cahill Financial Advisors
Edina,
Minnesota
|
$6.22M
|
+$19.9K
|
+256
|
+0.3%
|
|
|
173
|
Whittier Trust
South Pasadena,
California
|
$6.21M
|
+$482K
|
+6,216
|
+9%
|
|
|
174
|
Equitable Holdings
New York
|
$6.14M
|
+$78.7K
|
+1,014
|
+1%
|
|
|
175
|
Orin Green Financial
San Diego,
California
|
$6.13M
|
-$118K
|
-1,526
|
-2%
|
|
