|
176
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$54.2M
|
-$2.05M
|
-42,438
|
-4%
|
|
|
177
|
Regis Management Company
Menlo Park,
California
|
$53.5M
|
-$355K
|
-7,344
|
-0.7%
|
|
|
178
|
Avion Wealth
The Woodlands,
Texas
|
$52.8M
|
+$1.35M
|
+27,907
|
+3%
|
|
|
179
|
Lido Advisors
Los Angeles,
California
|
$52.8M
|
-$8.98M
|
-185,949
|
-15%
|
|
|
180
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$52.7M
|
+$207K
|
+4,286
|
+0.4%
|
|
|
181
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$52.7M
|
+$439K
|
+9,083
|
+0.9%
|
|
|
182
|
Auto-Owners Insurance
Lansing,
Michigan
|
$52.5M
|
–
|
–
|
–
|
|
|
183
|
ALPS Advisors
Denver,
Colorado
|
$52.4M
|
-$531K
|
-10,990
|
-1%
|
|
|
184
|
Arvest Investments
Lowell,
Arkansas
|
$52M
|
-$1.75M
|
-36,340
|
-3%
|
|
|
185
|
Arlington Trust
Birmingham,
Alabama
|
$52M
|
+$538K
|
+11,139
|
+1%
|
|
|
186
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$51.9M
|
+$4.14M
|
+85,791
|
+9%
|
|
|
187
|
Wellington Management Group
Boston,
Massachusetts
|
$51.7M
|
+$20.7M
|
+429,266
|
+71%
|
|
|
188
|
WestHill Financial Advisors
San Rafael,
California
|
$51.6M
|
+$1.54M
|
+31,923
|
+3%
|
|
|
189
|
Vision Capital Management
Portland,
Oregon
|
$51.5M
|
-$621K
|
-12,856
|
-1%
|
|
|
190
|
BOK Financial
Tulsa,
Oklahoma
|
$51.5M
|
+$2.56M
|
+52,960
|
+5%
|
|
|
191
|
Cresset Asset Management
Chicago,
Illinois
|
$50.9M
|
+$704K
|
+14,577
|
+1%
|
|
|
192
|
Trilogy Capital
Irvine,
California
|
$50.8M
|
+$3.39M
|
+70,209
|
+7%
|
|
|
193
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$50.2M
|
+$6.33M
|
+131,115
|
+15%
|
|
|
194
|
Human Investing
Lake Oswego,
Oregon
|
$49.9M
|
+$1.2M
|
+24,942
|
+3%
|
|
|
195
|
Relative Value Partners Group
|
$49.9M
|
+$1.08M
|
+22,410
|
+2%
|
|
|
196
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$49.6M
|
+$5.83M
|
+120,644
|
+14%
|
|
|
197
|
Apella Capital
West Hartford,
Connecticut
|
$49.3M
|
+$4.13M
|
+85,589
|
+9%
|
|
|
198
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$49M
|
+$9.59M
|
+198,578
|
+26%
|
|
|
199
|
Alesco Advisors
Pittsford,
New York
|
$48.7M
|
-$12.8K
|
-265
|
-0%
|
|
|
200
|
JFG Wealth Management
Denver,
Colorado
|
$48.6M
|
+$3.37M
|
+69,819
|
+8%
|
|
