|
201
|
Zhang Financial
Portage,
Michigan
|
$88.5M
|
+$8.7M
|
+21,248
|
+12%
|
|
|
202
|
D.A. Davidson & Co
Great Falls,
Montana
|
$88.1M
|
+$6.61M
|
+16,152
|
+9%
|
|
|
203
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$88M
|
+$14.8M
|
+36,232
|
+22%
|
|
|
204
|
Condor Capital Management
Martinsville,
New Jersey
|
$87.8M
|
+$1.72M
|
+4,210
|
+2%
|
|
|
205
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$86M
|
–
|
–
|
–
|
|
|
206
|
GoalVest Advisory
New York
|
$84.8M
|
+$4.68M
|
+11,440
|
+6%
|
|
|
207
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$84.4M
|
-$88.4K
|
-216
|
-0.1%
|
|
|
208
|
MA Private Wealth
San Carlos,
California
|
$83.7M
|
-$289K
|
-706
|
-0.4%
|
|
|
209
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$83.5M
|
-$71.2K
|
-174
|
-0.1%
|
|
|
210
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
$83.4M
|
+$38M
|
+92,863
|
+95%
|
|
|
211
|
Efficient Advisors
Mason,
Ohio
|
$82.6M
|
-$9.11M
|
-22,247
|
-11%
|
|
|
212
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$82.4M
|
+$77.2M
|
+188,685
|
New
|
|
|
213
|
Cresset Asset Management
Chicago,
Illinois
|
$79.7M
|
+$5.49M
|
+13,412
|
+8%
|
|
|
214
|
Charles Schwab Trust
Henderson,
Nevada
|
$78.3M
|
-$476K
|
-1,163
|
-0.6%
|
|
|
215
|
Financial Advisory Group
Houston,
Texas
|
$78.2M
|
-$1.37M
|
-3,336
|
-2%
|
|
|
216
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$78M
|
+$1.54M
|
+3,754
|
+2%
|
|
|
217
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$77.2M
|
+$74.2M
|
+181,190
|
New
|
|
|
218
|
William Blair & Company
Chicago,
Illinois
|
$76.6M
|
+$2.38M
|
+5,802
|
+3%
|
|
|
219
|
NorthRock Partners
Minneapolis,
Minnesota
|
$76.1M
|
+$70.6M
|
+172,378
|
+9,263%
|
|
|
220
|
Sepio Capital
Salt Lake City,
Utah
|
$75.8M
|
-$9.57M
|
-23,383
|
-12%
|
|
|
221
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$75.6M
|
–
|
–
|
–
|
|
|
222
|
McMorgan & Co
San Francisco,
California
|
$75.4M
|
-$3.38M
|
-8,264
|
-5%
|
|
|
223
|
Investure LLC
Charlottesville,
Virginia
|
$75.1M
|
+$7.97M
|
+19,462
|
+13%
|
|
|
224
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$73.6M
|
+$3.58M
|
+8,744
|
+5%
|
|
|
225
|
Arkos Global Advisors
Houston,
Texas
|
$73.4M
|
+$18.6M
|
+45,329
|
+37%
|
|
