|
151
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$33.1M
|
+$479K
|
+13,118
|
+2%
|
|
|
152
|
BOK Financial
Tulsa,
Oklahoma
|
$32.8M
|
+$372K
|
+10,188
|
+1%
|
|
|
153
|
First Mercantile Trust
Cordova,
Tennessee
|
$32.3M
|
-$7.89M
|
-216,176
|
-20%
|
|
|
154
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$32.2M
|
-$911K
|
-24,948
|
-3%
|
|
|
155
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$32.2M
|
+$5.92M
|
+162,118
|
+24%
|
|
|
156
|
Matrix Trust Company
Denver,
Colorado
|
$31.3M
|
+$1.5M
|
+41,187
|
+5%
|
|
|
157
|
Viridian RIA
Bothell,
Washington
|
$30.9M
|
+$5.93M
|
+162,517
|
+26%
|
|
|
158
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$30.6M
|
-$59M
|
-1,615,086
|
-67%
|
|
|
159
|
Mission Wealth Management
Santa Barbara,
California
|
$30.5M
|
+$247K
|
+6,765
|
+0.9%
|
|
|
160
|
Ariel Investments
Chicago,
Illinois
|
$30.5M
|
-$10M
|
-274,576
|
-26%
|
|
|
161
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$30.1M
|
-$399K
|
-10,935
|
-1%
|
|
|
162
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$29.8M
|
-$6.47M
|
-177,138
|
-19%
|
|
|
163
|
Carlson Capital Management
Northfield,
Minnesota
|
$29.5M
|
+$612K
|
+16,747
|
+2%
|
|
|
164
|
Balentine LLC
Atlanta,
Georgia
|
$29.3M
|
-$3.59M
|
-98,188
|
-12%
|
|
|
165
|
Tidal Investments
Milwaukee,
Wisconsin
|
$29.2M
|
+$24.2M
|
+663,526
|
+743%
|
|
|
166
|
Ritholtz Wealth Management
New York
|
$29.2M
|
-$7.82M
|
-214,258
|
-22%
|
|
|
167
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$28.9M
|
+$1.61M
|
+44,069
|
+6%
|
|
|
168
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$28.8M
|
+$2.24M
|
+61,287
|
+9%
|
|
|
169
|
Westwood Holdings Group
Dallas,
Texas
|
$28.8M
|
+$1.45M
|
+39,779
|
+6%
|
|
|
170
|
Financial Counselors Inc
Overland Park,
Kansas
|
$28.4M
|
+$5.97M
|
+163,515
|
+29%
|
|
|
171
|
Mercer Global Advisors
Denver,
Colorado
|
$28.4M
|
-$4.4M
|
-120,411
|
-14%
|
|
|
172
|
BOK Financial Private Wealth
Denver,
Colorado
|
$28.2M
|
-$1.14M
|
-31,092
|
-4%
|
|
|
173
|
R.M. Davis Inc
Portland,
Maine
|
$27.8M
|
-$24.4M
|
-668,055
|
-48%
|
|
|
174
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$27.6M
|
+$859K
|
+23,511
|
+3%
|
|
|
175
|
Citizens Business Bank
Ontario,
California
|
$27.3M
|
+$119K
|
+3,253
|
+0.5%
|
|
