|
151
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$66.5M
|
+$2.48M
|
+48,981
|
+4%
|
|
|
152
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$66.4M
|
-$526K
|
-10,396
|
-0.8%
|
|
|
153
|
Planning Alternatives
Birmingham,
Michigan
|
$66.2M
|
-$2.8M
|
-55,274
|
-4%
|
|
|
154
|
Atria Investments
Charlotte,
North Carolina
|
$66.1M
|
+$4.59M
|
+90,749
|
+7%
|
|
|
155
|
Mission Wealth Management
Santa Barbara,
California
|
$65.8M
|
-$425K
|
-8,404
|
-0.6%
|
|
|
156
|
Gilbert & Cook
West Des Moines,
Iowa
|
$65.4M
|
+$2.95M
|
+58,347
|
+5%
|
|
|
157
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$65.3M
|
-$468K
|
-9,250
|
-0.7%
|
|
|
158
|
Marcum Wealth
Cleveland,
Ohio
|
$64.9M
|
-$933K
|
-18,444
|
-1%
|
|
|
159
|
Commerce Bank
Kansas City,
Missouri
|
$64.2M
|
+$912K
|
+18,015
|
+1%
|
|
|
160
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$64M
|
+$1.16M
|
+22,976
|
+2%
|
|
|
161
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$63.5M
|
–
|
–
|
–
|
|
|
162
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$63.5M
|
+$5.76M
|
+113,864
|
+10%
|
|
|
163
|
ALPS Advisors
Denver,
Colorado
|
$63.1M
|
-$2.83M
|
-56,005
|
-4%
|
|
|
164
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$62.1M
|
+$8.89M
|
+175,738
|
+17%
|
|
|
165
|
Apella Capital
West Hartford,
Connecticut
|
$60.9M
|
-$1.12M
|
-22,188
|
-2%
|
|
|
166
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$60.2M
|
-$946K
|
-18,694
|
-2%
|
|
|
167
|
Human Investing
Lake Oswego,
Oregon
|
$59.8M
|
+$2.42M
|
+47,843
|
+4%
|
|
|
168
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$59M
|
+$1.19M
|
+23,574
|
+2%
|
|
|
169
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$58.4M
|
-$127K
|
-2,500
|
-0.2%
|
|
|
170
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$58.3M
|
+$3.23M
|
+63,779
|
+6%
|
|
|
171
|
SignatureFD
Atlanta,
Georgia
|
$58.2M
|
-$1.22M
|
-24,175
|
-2%
|
|
|
172
|
Beacon Pointe Advisors
Newport Beach,
California
|
$57.8M
|
-$1.85M
|
-36,550
|
-3%
|
|
|
173
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$57.6M
|
+$1.92M
|
+37,906
|
+3%
|
|
|
174
|
Adventist Health System West
Roseville,
California
|
$57.5M
|
–
|
–
|
–
|
|
|
175
|
WestHill Financial Advisors
San Rafael,
California
|
$57.2M
|
+$2.77M
|
+54,669
|
+5%
|
|
