|
126
|
Veritable
Wilmington,
Delaware
|
$15.5M
|
-$1.18M
|
-13,456
|
-6%
|
|
|
127
|
Wealthspire Advisors (New York)
New York
|
$15.3M
|
+$6.17M
|
+70,278
|
+47%
|
|
|
128
|
First Command Bank
Fort Worth,
Texas
|
$15.1M
|
+$1.33M
|
+15,149
|
+8%
|
|
|
129
|
First Command Financial Services
Fort Worth,
Texas
|
$15.1M
|
+$1.33M
|
+15,149
|
+8%
|
|
|
130
|
|
$14.8M
|
–
|
–
|
–
|
|
|
131
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$14.8M
|
-$200K
|
-2,276
|
-1%
|
|
|
132
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.7M
|
-$1.06M
|
-12,073
|
-5%
|
|
|
133
|
Connable Office Inc
Kalamazoo,
Michigan
|
$14.6M
|
-$401K
|
-4,566
|
-2%
|
|
|
134
|
JMG Financial Group
Downers Grove,
Illinois
|
$14.5M
|
+$1.51M
|
+17,155
|
+9%
|
|
|
135
|
Fiduciary Trust
Boston,
Massachusetts
|
$14.4M
|
+$513K
|
+5,845
|
+3%
|
|
|
136
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$14.2M
|
-$206K
|
-2,348
|
-1%
|
|
|
137
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.2M
|
-$9.44M
|
-107,524
|
-35%
|
|
|
138
|
BOK Financial
Tulsa,
Oklahoma
|
$13.9M
|
+$132K
|
+1,498
|
+0.8%
|
|
|
139
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$13.6M
|
-$2.95M
|
-33,592
|
-15%
|
|
|
140
|
Chandler Asset Management
San Diego,
California
|
$13.2M
|
+$154K
|
+1,750
|
+0.9%
|
|
|
141
|
Steward Partners Investment Advisory
New York
|
$13.1M
|
-$2.98M
|
-33,908
|
-15%
|
|
|
142
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$12.9M
|
+$16.2M
|
+184,466
|
New
|
|
|
143
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$12.7M
|
-$951K
|
-10,824
|
-6%
|
|
|
144
|
Morningstar Investment Services
Chicago,
Illinois
|
$12.5M
|
-$1.47M
|
-16,739
|
-9%
|
|
|
145
|
Clearstead Advisors
Cleveland,
Ohio
|
$12.5M
|
+$4.91M
|
+55,924
|
+45%
|
|
|
146
|
Price Wealth
Austin,
Texas
|
$12.4M
|
+$2.39M
|
+27,199
|
+18%
|
|
|
147
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$12.3M
|
-$8.2M
|
-93,379
|
-35%
|
|
|
148
|
Lutz Financial Services
Omaha,
Nebraska
|
$12.1M
|
-$2.22M
|
-25,309
|
-13%
|
|
|
149
|
Community Trust & Investment
Versailles,
Kentucky
|
$11.7M
|
+$3.16M
|
+35,997
|
+27%
|
|
|
150
|
Ally Financial
Detroit,
Michigan
|
$11.5M
|
+$4.83M
|
+55,000
|
+50%
|
|
