|
151
|
Net Worth Advisory Group
Sandy,
Utah
|
$19.5M
|
+$4.4M
|
+74,467
|
+29%
|
|
|
152
|
Family Wealth Partners
Matthews,
North Carolina
|
$19.2M
|
+$884K
|
+14,955
|
+5%
|
|
|
153
|
Farther Finance Advisors
San Francisco,
California
|
$19M
|
-$345K
|
-5,842
|
-2%
|
|
|
154
|
Rialto Wealth Management
Syracuse,
New York
|
$18.9M
|
-$489K
|
-8,277
|
-3%
|
|
|
155
|
Morling Financial Advisors
Fremont,
California
|
$18.9M
|
+$379K
|
+6,412
|
+2%
|
|
|
156
|
Tortoise Investment Management
White Plains,
New York
|
$18.8M
|
+$2.11M
|
+35,748
|
+13%
|
|
|
157
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$18.8M
|
-$214K
|
-3,619
|
-1%
|
|
|
158
|
WBH Advisory
Baltimore,
Maryland
|
$18.8M
|
-$3.46M
|
-58,575
|
-16%
|
|
|
159
|
Arbor Wealth Management (Arizona)
Tempe,
Arizona
|
$18.6M
|
+$18.7M
|
+315,769
|
New
|
|
|
160
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.6M
|
+$2.01M
|
+34,049
|
+12%
|
|
|
161
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$18.5M
|
+$7.44M
|
+125,870
|
+67%
|
|
|
162
|
Hassell Wealth Management
Houma,
Louisiana
|
$18.3M
|
+$429K
|
+7,256
|
+2%
|
|
|
163
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$18.2M
|
+$403K
|
+6,824
|
+2%
|
|
|
164
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$18M
|
-$5.9M
|
-99,900
|
-25%
|
|
|
165
|
AQR Capital Management
Greenwich,
Connecticut
|
$17.8M
|
+$2.37M
|
+40,136
|
+15%
|
|
|
166
|
R.W. Roge & Company
Bohemia,
New York
|
$17.6M
|
+$795K
|
+13,448
|
+5%
|
|
|
167
|
Aurdan Capital Management
Wayne,
Pennsylvania
|
$17.6M
|
+$1.04M
|
+17,591
|
+6%
|
|
|
168
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$17.5M
|
+$50.8K
|
+860
|
+0.3%
|
|
|
169
|
Montag & Associates
Atlanta,
Georgia
|
$17M
|
-$15.2M
|
-256,684
|
-47%
|
|
|
170
|
Longview Asset Management (California)
San Rafael,
California
|
$16.9M
|
+$688K
|
+11,639
|
+4%
|
|
|
171
|
Kings Path Partners
Sugar Land,
Texas
|
$16.8M
|
+$3.18M
|
+53,767
|
+23%
|
|
|
172
|
Friday Financial
Dubuque,
Iowa
|
$16.6M
|
+$3.48M
|
+58,861
|
+26%
|
|
|
173
|
Park Avenue Securities
New York
|
$16.3M
|
+$3.26M
|
+55,226
|
+25%
|
|
|
174
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$16.1M
|
+$302K
|
+5,104
|
+2%
|
|
|
175
|
Vernal Point Advisors
San Francisco,
California
|
$16.1M
|
+$2.46M
|
+41,689
|
+18%
|
|
