|
176
|
Lazard Asset Management
New York
|
$11.2M
|
–
|
–
|
–
|
|
|
177
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$11.1M
|
+$1.39M
|
+14,947
|
+14%
|
|
|
178
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.8M
|
-$5.75M
|
-61,718
|
-34%
|
|
|
179
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$10.8M
|
-$5.75M
|
-61,718
|
-34%
|
|
|
180
|
Tortoise Investment Management
White Plains,
New York
|
$10.7M
|
-$1.97M
|
-21,116
|
-15%
|
|
|
181
|
One Wealth Advisors
San Francisco,
California
|
$10.6M
|
+$753K
|
+8,089
|
+8%
|
|
|
182
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$10.4M
|
+$10.2M
|
+109,910
|
+2,701%
|
|
|
183
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$10.4M
|
-$318K
|
-3,411
|
-3%
|
|
|
184
|
Principal Securities
Des Moines,
Iowa
|
$10.4M
|
-$68.7K
|
-738
|
-0.6%
|
|
|
185
|
Natixis Advisors
Boston,
Massachusetts
|
$10.3M
|
+$10.5M
|
+112,829
|
New
|
|
|
186
|
Kelly Financial Services
Braintree,
Massachusetts
|
$10.3M
|
+$756K
|
+8,120
|
+8%
|
|
|
187
|
Cornerstone Management
Duluth,
Georgia
|
$10.3M
|
+$808K
|
+8,682
|
+8%
|
|
|
188
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$10.3M
|
-$1.84M
|
-19,760
|
-15%
|
|
|
189
|
Security Financial Services
Fort Wayne,
Indiana
|
$10.3M
|
+$340K
|
+3,651
|
+3%
|
|
|
190
|
Checchi Capital Advisers
Beverly Hills,
California
|
$10.1M
|
-$20.4M
|
-218,978
|
-67%
|
|
|
191
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$10.1M
|
–
|
–
|
–
|
|
|
192
|
Trek Financial
Scottsdale,
Arizona
|
$10M
|
-$2.89M
|
-31,036
|
-22%
|
|
|
193
|
WBH Advisory
Baltimore,
Maryland
|
$9.84M
|
+$1.28M
|
+13,716
|
+15%
|
|
|
194
|
L.J. Altfest & Co
New York
|
$9.8M
|
-$493K
|
-5,300
|
-5%
|
|
|
195
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$9.76M
|
-$1.69M
|
-18,129
|
-15%
|
|
|
196
|
Hudson Capital Management
Ramsey,
New Jersey
|
$9.48M
|
+$4.96M
|
+53,293
|
+106%
|
|
|
197
|
Theory Financial
Fort Collins,
Colorado
|
$9.46M
|
+$451K
|
+4,843
|
+5%
|
|
|
198
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$9.33M
|
+$2.68M
|
+28,791
|
+39%
|
|
|
199
|
|
$9.32M
|
+$190K
|
+2,039
|
+2%
|
|
|
200
|
Community Trust & Investment
Versailles,
Kentucky
|
$9.22M
|
+$27.1K
|
+291
|
+0.3%
|
|
