|
151
|
Tolleson Wealth Management
Dallas,
Texas
|
$12.6M
|
+$81.9K
|
+1,302
|
+0.6%
|
|
|
152
|
Axis Capital Holdings
Pembroke,
|
$12.2M
|
–
|
–
|
–
|
|
|
153
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$12.2M
|
+$862K
|
+13,698
|
+7%
|
|
|
154
|
Falcon Wealth Planning
Ontario,
California
|
$12.2M
|
+$1.49M
|
+23,670
|
+13%
|
|
|
155
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$12.1M
|
+$1.08M
|
+17,131
|
+9%
|
|
|
156
|
HM Capital Management
Clayton,
Missouri
|
$11.9M
|
+$340K
|
+5,397
|
+3%
|
|
|
157
|
Executive Wealth Management
Brighton,
Michigan
|
$11.8M
|
+$599K
|
+9,520
|
+5%
|
|
|
158
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$11.8M
|
+$1.96M
|
+31,221
|
+19%
|
|
|
159
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$11.3M
|
+$98.6K
|
+1,567
|
+0.9%
|
|
|
160
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$11.3M
|
+$201K
|
+3,193
|
+2%
|
|
|
161
|
Mercer Global Advisors
Denver,
Colorado
|
$11.1M
|
+$1.13M
|
+17,997
|
+11%
|
|
|
162
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$11.1M
|
-$165K
|
-2,619
|
-1%
|
|
|
163
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.1M
|
+$444K
|
+7,065
|
+4%
|
|
|
164
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$11M
|
-$91.9K
|
-1,461
|
-0.8%
|
|
|
165
|
Citizens Financial Group
Providence,
Rhode Island
|
$11M
|
+$885K
|
+14,061
|
+8%
|
|
|
166
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$11M
|
+$153K
|
+2,434
|
+1%
|
|
|
167
|
|
$10.8M
|
-$306K
|
-4,869
|
-3%
|
|
|
168
|
Cedar Wealth Management
Walnut Creek,
California
|
$10.8M
|
-$31.2K
|
-496
|
-0.3%
|
|
|
169
|
Atria Investments
Charlotte,
North Carolina
|
$10.7M
|
+$3.74M
|
+59,392
|
+51%
|
|
|
170
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$10.7M
|
-$730K
|
-11,611
|
-6%
|
|
|
171
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$10.7M
|
+$1.9M
|
+30,201
|
+21%
|
|
|
172
|
Country Club Trust
Kansas City,
Missouri
|
$10.6M
|
-$259K
|
-4,124
|
-2%
|
|
|
173
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.4M
|
-$60.2K
|
-957
|
-0.6%
|
|
|
174
|
Stokes Family Office
New Orleans,
Louisiana
|
$10.4M
|
-$40.2K
|
-639
|
-0.4%
|
|
|
175
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$10.4M
|
+$10.7M
|
+170,000
|
New
|
|
