|
326
|
Evermay Wealth Management
Arlington,
Virginia
|
$68.8M
|
-$826K
|
-1,528
|
-1%
|
|
|
327
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$68.8M
|
-$4.19M
|
-7,755
|
-5%
|
|
|
328
|
Commerce Bank
Kansas City,
Missouri
|
$68.6M
|
+$2.05M
|
+3,791
|
+3%
|
|
|
329
|
Permanent Capital Management
Chicago,
Illinois
|
$68.4M
|
+$9.82M
|
+18,169
|
+16%
|
|
|
330
|
|
$67.8M
|
+$230K
|
+425
|
+0.3%
|
|
|
331
|
West Financial Advisors
Des Moines,
Iowa
|
$67.7M
|
+$2.27M
|
+4,193
|
+3%
|
|
|
332
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$67.5M
|
-$270K
|
-499
|
-0.4%
|
|
|
333
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$66.9M
|
-$7.48M
|
-13,834
|
-10%
|
|
|
334
|
Simon Quick Advisors
Morristown,
New Jersey
|
$66.6M
|
+$6.88M
|
+12,725
|
+11%
|
|
|
335
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$66.3M
|
-$1.24M
|
-2,302
|
-2%
|
|
|
336
|
Jefferies Financial Group
New York
|
$65.6M
|
+$501K
|
+926
|
+0.7%
|
|
|
337
|
Brio Consultants
San Francisco,
California
|
$65.6M
|
+$8.32M
|
+15,387
|
+14%
|
|
|
338
|
CoreCap Advisors
Southfield,
Michigan
|
$65.5M
|
+$704K
|
+1,302
|
+1%
|
|
|
339
|
Progeny 3 Inc
Kirkland,
Washington
|
$64.3M
|
–
|
–
|
–
|
|
|
340
|
Standard Family Office
Sioux Falls,
South Dakota
|
$64.3M
|
–
|
–
|
–
|
|
|
341
|
MAI Capital Management
Independence,
Ohio
|
$63.8M
|
+$2.26M
|
+4,178
|
+3%
|
|
|
342
|
Amtrust Financial Services
New York
|
$63.7M
|
–
|
–
|
–
|
|
|
343
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$63.3M
|
+$66.5M
|
+123,090
|
New
|
|
|
344
|
Scott Capital Advisors
Portland,
Oregon
|
$62.9M
|
-$3.68M
|
-6,801
|
-5%
|
|
|
345
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$62.4M
|
-$811K
|
-1,500
|
-1%
|
|
|
346
|
Summit Wealth Group
White River Junction,
Vermont
|
$62.1M
|
+$133K
|
+246
|
+0.2%
|
|
|
347
|
American Family Investments
Madison,
Wisconsin
|
$61.8M
|
–
|
–
|
–
|
|
|
348
|
Selective Wealth Management
Forest,
Virginia
|
$61.7M
|
-$2.31M
|
-4,278
|
-3%
|
|
|
349
|
Pure Financial Advisors
San Diego,
California
|
$61.2M
|
+$8.97M
|
+16,598
|
+16%
|
|
|
350
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$60.8M
|
-$949K
|
-1,756
|
-1%
|
|
