|
151
|
IEQ Capital
Foster City,
California
|
$82.7M
|
+$5.09M
|
+12,536
|
+6%
|
|
|
152
|
Mangham Associates
Charlottesville,
Virginia
|
$82.2M
|
-$3.88M
|
-9,557
|
-4%
|
|
|
153
|
Prelude Capital Management
New York
|
$82.1M
|
+$84.4M
|
+208,151
|
New
|
|
|
154
|
NewEdge Advisors
New Orleans,
Louisiana
|
$81.8M
|
+$14M
|
+34,444
|
+20%
|
|
|
155
|
Manning & Napier Group
Fairport,
New York
|
$81.3M
|
–
|
–
|
–
|
|
|
156
|
Equitable Holdings
New York
|
$81.3M
|
+$13.3M
|
+32,676
|
+19%
|
|
|
157
|
Cantor Fitzgerald Investment Advisors
New York
|
$80.2M
|
-$9.01M
|
-22,196
|
-10%
|
|
|
158
|
Bogart Wealth LLC
Mclean,
Virginia
|
$79.7M
|
+$4.4M
|
+10,848
|
+6%
|
|
|
159
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$79.2M
|
+$272K
|
+671
|
+0.3%
|
|
|
160
|
Jordan Park Group
San Francisco,
California
|
$78.6M
|
+$80.9M
|
+199,408
|
New
|
|
|
161
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$77.5M
|
+$1.46M
|
+3,604
|
+2%
|
|
|
162
|
Clal Insurance
Tel-Aviv,
Israel
|
$77.5M
|
+$37.1M
|
+91,542
|
+88%
|
|
|
163
|
Bartlett & Co
Cincinnati,
Ohio
|
$77.3M
|
+$1.46M
|
+3,604
|
+2%
|
|
|
164
|
Jones Financial Companies
Des Peres,
Missouri
|
$76.5M
|
+$1.08M
|
+2,674
|
+1%
|
|
|
165
|
Harbour Investments
Madison,
Wisconsin
|
$76M
|
+$713K
|
+1,757
|
+0.9%
|
|
|
166
|
Alerus Financial
Grand Forks,
North Dakota
|
$73.9M
|
+$2.25M
|
+5,549
|
+3%
|
|
|
167
|
Lutz Financial Services
Omaha,
Nebraska
|
$73.5M
|
+$4.31M
|
+10,612
|
+6%
|
|
|
168
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$72.2M
|
-$5.68M
|
-14,000
|
-7%
|
|
|
169
|
Allianz Asset Management
Munich,
Germany
|
$70.5M
|
+$8.76M
|
+21,595
|
+14%
|
|
|
170
|
Cambridge Advisors
Omaha,
Nebraska
|
$69.5M
|
-$933K
|
-2,300
|
-1%
|
|
|
171
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$69.4M
|
+$5.92M
|
+14,582
|
+9%
|
|
|
172
|
Raymond James Trust
St. Petersburg,
Florida
|
$68.3M
|
+$375K
|
+925
|
+0.5%
|
|
|
173
|
First Ascent Asset Management
Denver,
Colorado
|
$66.2M
|
+$10.4M
|
+25,543
|
+18%
|
|
|
174
|
Evoke Wealth
Los Angeles,
California
|
$65M
|
-$77.1K
|
-190
|
-0.1%
|
|
|
175
|
MA Private Wealth
San Carlos,
California
|
$64.8M
|
-$3.29M
|
-8,110
|
-5%
|
|
