|
151
|
Dan L. Duncan Foundation
Houston,
Texas
|
$12.5M
|
+$242K
|
+1,879
|
+2%
|
|
|
152
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$12.2M
|
+$1.25M
|
+9,659
|
+11%
|
|
|
153
|
Cambridge Associates
Boston,
Massachusetts
|
$12.2M
|
+$5.34M
|
+41,405
|
+77%
|
|
|
154
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$11.9M
|
+$694K
|
+5,380
|
+6%
|
|
|
155
|
High Falls Advisors
Rochester,
New York
|
$11.9M
|
+$11.1M
|
+86,153
|
+1,271%
|
|
|
156
|
TIAA FSB
Jacksonville,
Florida
|
$11.8M
|
-$578K
|
-4,482
|
-5%
|
|
|
157
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$11.7M
|
+$305K
|
+2,366
|
+3%
|
|
|
158
|
Natixis Advisors
Boston,
Massachusetts
|
$11.7M
|
+$305K
|
+2,368
|
+3%
|
|
|
159
|
Old Mission Capital
Chicago,
Illinois
|
$11.7M
|
+$11.8M
|
+91,417
|
New
|
|
|
160
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$11.6M
|
+$2.92M
|
+22,655
|
+33%
|
|
|
161
|
James Investment Research
Alpha,
Ohio
|
$11.6M
|
-$1.03K
|
-8
|
-0%
|
|
|
162
|
American Portfolios Advisors
Holbrook,
New York
|
$11.5M
|
+$3.14M
|
+24,323
|
+37%
|
|
|
163
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$11.5M
|
+$7.66M
|
+59,414
|
+192%
|
|
|
164
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$11.5M
|
+$5.85M
|
+45,400
|
+102%
|
|
|
165
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$11.4M
|
+$3.13M
|
+24,249
|
+37%
|
|
|
166
|
Independent Financial Group
San Diego,
California
|
$11.3M
|
+$78.5K
|
+609
|
+0.7%
|
|
|
167
|
SVB Wealth
Boston,
Massachusetts
|
$11.2M
|
+$702K
|
+5,445
|
+7%
|
|
|
168
|
Moulton Wealth Management
Spokane,
Washington
|
$11.2M
|
+$4.13M
|
+32,064
|
+58%
|
|
|
169
|
Autus Asset Management
Scottsdale,
Arizona
|
$11.2M
|
+$1.01M
|
+7,837
|
+10%
|
|
|
170
|
Zhang Financial
Portage,
Michigan
|
$11.2M
|
-$153K
|
-1,188
|
-1%
|
|
|
171
|
United Capital Financial Advisors
Irving,
Texas
|
$10.9M
|
-$53.3K
|
-413
|
-0.5%
|
|
|
172
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$10.8M
|
+$9.63M
|
+74,695
|
+776%
|
|
|
173
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$10.7M
|
+$299K
|
+2,320
|
+3%
|
|
|
174
|
Meridian Management
Little Rock,
Arkansas
|
$10.7M
|
+$293K
|
+2,271
|
+3%
|
|
|
175
|
AssetMark Inc
Concord,
California
|
$10.7M
|
-$20.6M
|
-159,678
|
-66%
|
|
