|
126
|
Dan L. Duncan Foundation
Houston,
Texas
|
$11.9M
|
+$12M
|
+95,022
|
New
|
|
|
127
|
BOK Financial
Tulsa,
Oklahoma
|
$11.8M
|
+$4.35M
|
+34,383
|
+57%
|
|
|
128
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$11.7M
|
+$5.67M
|
+44,787
|
+93%
|
|
|
129
|
Alpha Cubed Investments
Irvine,
California
|
$11.6M
|
-$395K
|
-3,119
|
-3%
|
|
|
130
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$11.4M
|
+$1.4M
|
+11,045
|
+14%
|
|
|
131
|
Atria Investments
Charlotte,
North Carolina
|
$11.4M
|
+$1.36M
|
+10,746
|
+13%
|
|
|
132
|
Avantax Advisory Services
Dallas,
Texas
|
$11.3M
|
+$481K
|
+3,801
|
+4%
|
|
|
133
|
James Investment Research
Alpha,
Ohio
|
$11.2M
|
-$2.63M
|
-20,785
|
-19%
|
|
|
134
|
Zhang Financial
Portage,
Michigan
|
$11.2M
|
+$60K
|
+474
|
+0.5%
|
|
|
135
|
Lyell Wealth Management
Menlo Park,
California
|
$11.1M
|
+$1.74M
|
+13,745
|
+18%
|
|
|
136
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$11M
|
-$303K
|
-2,397
|
-3%
|
|
|
137
|
Cetera Advisor Networks
El Segundo,
California
|
$11M
|
-$360K
|
-2,841
|
-3%
|
|
|
138
|
TPB Wealth Advisors
San Antonio,
Texas
|
$11M
|
+$1.65M
|
+13,000
|
+18%
|
|
|
139
|
Newport Capital Group
Red Bank,
New Jersey
|
$10.7M
|
+$1.34M
|
+10,617
|
+14%
|
|
|
140
|
Natixis Advisors
Boston,
Massachusetts
|
$10.7M
|
+$745K
|
+5,888
|
+7%
|
|
|
141
|
GW & Wade
Wellesley,
Massachusetts
|
$10.6M
|
+$2.82M
|
+22,293
|
+36%
|
|
|
142
|
Busey Bank
Urbana,
Illinois
|
$10.6M
|
-$482K
|
-3,810
|
-4%
|
|
|
143
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.5M
|
+$368K
|
+2,911
|
+4%
|
|
|
144
|
Equitable Holdings
New York
|
$10.3M
|
+$1.21M
|
+9,546
|
+13%
|
|
|
145
|
Mariner
Overland Park,
Kansas
|
$10.1M
|
+$82.7K
|
+653
|
+0.8%
|
|
|
146
|
Asset Management Group
Stamford,
Connecticut
|
$10.1M
|
-$100K
|
-794
|
-1%
|
|
|
147
|
United Capital Financial Advisors
Irving,
Texas
|
$10.1M
|
+$482K
|
+3,805
|
+5%
|
|
|
148
|
SG Americas Securities
New York
|
$10.1M
|
-$9.19M
|
-72,576
|
-48%
|
|
|
149
|
RiverTree Advisors
Winter Park,
Florida
|
$10M
|
+$10.1M
|
+79,834
|
New
|
|
|
150
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$10M
|
+$516K
|
+4,078
|
+5%
|
|
