|
201
|
Montecito Bank & Trust
Santa Barbara,
California
|
$15.6M
|
+$743K
|
+9,937
|
+5%
|
|
|
202
|
Morningstar Investment Management
Chicago,
Illinois
|
$15.5M
|
+$2.24M
|
+29,919
|
+17%
|
|
|
203
|
Van Strum & Towne
San Francisco,
California
|
$15.2M
|
+$210K
|
+2,811
|
+1%
|
|
|
204
|
Principal Financial Group
Des Moines,
Iowa
|
$14.4M
|
-$3.89M
|
-51,990
|
-21%
|
|
|
205
|
First National Trust
Hermitage,
Pennsylvania
|
$14.3M
|
-$1.97M
|
-26,317
|
-12%
|
|
|
206
|
Edge Wealth Management
New York
|
$14.3M
|
+$3.84M
|
+51,321
|
+37%
|
|
|
207
|
Citadel Advisors
Miami,
Florida
|
$14.1M
|
-$48.6M
|
-650,549
|
-78%
|
|
|
208
|
Rezny Wealth Management
Fort Myers,
Florida
|
$14M
|
-$468K
|
-6,259
|
-3%
|
|
|
209
|
Coyle Financial Counsel
Glenview,
Illinois
|
$14M
|
+$11.9M
|
+159,201
|
+588%
|
|
|
210
|
Bell Bank
Fargo,
North Dakota
|
$13.9M
|
-$974K
|
-13,028
|
-7%
|
|
|
211
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$13.9M
|
+$106K
|
+1,415
|
+0.8%
|
|
|
212
|
North Star Investment Management
Chicago,
Illinois
|
$13.7M
|
+$3.47M
|
+46,383
|
+34%
|
|
|
213
|
West Financial Advisors
Des Moines,
Iowa
|
$13.6M
|
-$1.63M
|
-21,853
|
-11%
|
|
|
214
|
KWMG LLC
Overland Park,
Kansas
|
$13.6M
|
+$81.2K
|
+1,087
|
+0.6%
|
|
|
215
|
Catalyst Capital Advisors
Huntington,
New York
|
$13.5M
|
-$3.62M
|
-48,400
|
-21%
|
|
|
216
|
FIDELIS iM
Medford,
Oregon
|
$13.4M
|
+$618K
|
+8,274
|
+5%
|
|
|
217
|
Autus Asset Management
Scottsdale,
Arizona
|
$13.4M
|
-$813K
|
-10,877
|
-6%
|
|
|
218
|
Paulson Wealth Management
Wheaton,
Illinois
|
$13.4M
|
+$13.3M
|
+177,662
|
New
|
|
|
219
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$13.3M
|
+$1.33M
|
+17,844
|
+11%
|
|
|
220
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$12.8M
|
+$12.5M
|
+167,683
|
New
|
|
|
221
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12.8M
|
+$170K
|
+2,271
|
+1%
|
|
|
222
|
Arrow Financial
Glens Falls,
New York
|
$12.8M
|
-$296K
|
-3,958
|
-2%
|
|
|
223
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$12.7M
|
+$1.88M
|
+25,099
|
+17%
|
|
|
224
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$12.6M
|
+$12.5M
|
+167,152
|
New
|
|
|
225
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$12.5M
|
-$2.18M
|
-29,160
|
-15%
|
|
