|
126
|
Howard Financial Services
Dallas,
Texas
|
$36.6M
|
-$460K
|
-2,693
|
-1%
|
|
|
127
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$36.4M
|
+$661K
|
+3,868
|
+2%
|
|
|
128
|
Vicus Capital
State College,
Pennsylvania
|
$35.8M
|
-$315K
|
-1,843
|
-0.9%
|
|
|
129
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35.7M
|
+$6.26M
|
+36,648
|
+22%
|
|
|
130
|
Choate Investment Advisors
Boston,
Massachusetts
|
$35.5M
|
-$166M
|
-971,955
|
-83%
|
|
|
131
|
WESCAP Management Group
Glendale,
California
|
$35.4M
|
+$681K
|
+3,987
|
+2%
|
|
|
132
|
Courier Capital
Buffalo,
New York
|
$34.7M
|
+$4.24M
|
+24,799
|
+15%
|
|
|
133
|
Elk River Wealth Management
Denver,
Colorado
|
$34.4M
|
+$660K
|
+3,864
|
+2%
|
|
|
134
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$33.8M
|
+$54.8K
|
+321
|
+0.2%
|
|
|
135
|
Tucker Asset Management
Littleton,
Colorado
|
$33.7M
|
-$2.62M
|
-15,342
|
-8%
|
|
|
136
|
Creative Planning
Overland Park,
Kansas
|
$32.7M
|
-$308K
|
-1,803
|
-1%
|
|
|
137
|
Manning & Napier Advisors
Fairport,
New York
|
$32.5M
|
+$284K
|
+1,664
|
+0.9%
|
|
|
138
|
Erste Asset Management
Vienna,
Austria
|
$32.3M
|
+$26.5M
|
+155,360
|
+628%
|
|
|
139
|
Grimes & Company
Westborough,
Massachusetts
|
$31.9M
|
-$10.6M
|
-62,309
|
-26%
|
|
|
140
|
Moran Wealth Management
Naples,
Florida
|
$31.8M
|
+$13.3M
|
+78,089
|
+79%
|
|
|
141
|
Montag & Associates
Atlanta,
Georgia
|
$31.7M
|
+$400K
|
+2,342
|
+1%
|
|
|
142
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$31.7M
|
+$30.2M
|
+177,007
|
New
|
|
|
143
|
Steward Partners Investment Advisory
New York
|
$31.5M
|
+$3.76M
|
+22,017
|
+14%
|
|
|
144
|
Steele Capital Management
Dubuque,
Iowa
|
$31.2M
|
+$312K
|
+1,828
|
+1%
|
|
|
145
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$31.1M
|
+$27.8K
|
+163
|
+0.1%
|
|
|
146
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$30.6M
|
+$29.2M
|
+170,790
|
New
|
|
|
147
|
Main Management
San Francisco,
California
|
$30.4M
|
+$113K
|
+659
|
+0.4%
|
|
|
148
|
First Western Trust Bank
Denver,
Colorado
|
$30.3M
|
+$28.9M
|
+169,069
|
New
|
|
|
149
|
Beacon Pointe Advisors
Newport Beach,
California
|
$29.3M
|
+$994K
|
+5,817
|
+4%
|
|
|
150
|
First Horizon Advisors
Memphis,
Tennessee
|
$29.2M
|
+$1.38M
|
+8,104
|
+5%
|
|
