|
226
|
Avantax Advisory Services
Dallas,
Texas
|
$32.1M
|
+$4.11M
|
+84,503
|
+14%
|
|
|
227
|
R.M. Davis Inc
Portland,
Maine
|
$32.1M
|
+$610K
|
+12,542
|
+2%
|
|
|
228
|
Ariel Investments
Chicago,
Illinois
|
$32M
|
+$7.19M
|
+147,674
|
+28%
|
|
|
229
|
Oakworth Capital
Birmingham,
Alabama
|
$31.8M
|
+$32.1M
|
+659,789
|
+47,985%
|
|
|
230
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$31.4M
|
-$9.37M
|
-192,532
|
-23%
|
|
|
231
|
Wintrust Investments
Chicago,
Illinois
|
$31.2M
|
+$8.53M
|
+175,227
|
+37%
|
|
|
232
|
Manning & Napier Group
Fairport,
New York
|
$31M
|
–
|
–
|
–
|
|
|
233
|
Corient Capital Partners
Newport Beach,
California
|
$30.9M
|
-$233K
|
-4,795
|
-0.7%
|
|
|
234
|
Salomon & Ludwin
Richmond,
Virginia
|
$30.9M
|
+$1.55M
|
+31,914
|
+5%
|
|
|
235
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$30.6M
|
+$1.27M
|
+26,100
|
+4%
|
|
|
236
|
Carlson Capital Management
Northfield,
Minnesota
|
$30.5M
|
-$3.8M
|
-78,047
|
-11%
|
|
|
237
|
Martel Wealth Advisors
Vancouver,
Washington
|
$30.5M
|
+$288K
|
+5,913
|
+0.9%
|
|
|
238
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$30.3M
|
-$570K
|
-11,707
|
-2%
|
|
|
239
|
Cambridge Trust
Cambridge,
Massachusetts
|
$30.2M
|
-$10.7M
|
-220,533
|
-26%
|
|
|
240
|
Efficient Advisors
Mason,
Ohio
|
$29.7M
|
+$1.46M
|
+30,033
|
+5%
|
|
|
241
|
Alera Investment Advisors
Deerfield,
Illinois
|
$29.7M
|
+$604K
|
+12,406
|
+2%
|
|
|
242
|
IndexIQ Advisors
New York
|
$29.7M
|
+$26.1M
|
+536,887
|
+666%
|
|
|
243
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$29.6M
|
-$279K
|
-5,730
|
-0.9%
|
|
|
244
|
Franklin Resources
San Mateo,
California
|
$29.3M
|
-$465K
|
-9,562
|
-2%
|
|
|
245
|
JFG Wealth Management
Denver,
Colorado
|
$29.3M
|
+$6.51M
|
+133,713
|
+28%
|
|
|
246
|
Simmons Bank
Pine Bluff,
Arkansas
|
$29.3M
|
-$4.5M
|
-92,566
|
-13%
|
|
|
247
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$29.2M
|
+$231K
|
+4,740
|
+0.8%
|
|
|
248
|
1ST Source Bank
South Bend,
Indiana
|
$29.2M
|
+$1.56M
|
+32,139
|
+6%
|
|
|
249
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$29.1M
|
+$2.69M
|
+55,179
|
+10%
|
|
|
250
|
EP Wealth Advisors
Torrance,
California
|
$28.9M
|
-$383K
|
-7,867
|
-1%
|
|
