|
226
|
Commerce Bank
Kansas City,
Missouri
|
$16.8M
|
+$1.24M
|
+8,039
|
+7%
|
|
|
227
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$16.8M
|
+$1.16M
|
+7,516
|
+6%
|
|
|
228
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$16.7M
|
+$139K
|
+900
|
+0.7%
|
|
|
229
|
Bartlett & Co
Cincinnati,
Ohio
|
$16.7M
|
+$20M
|
+129,227
|
New
|
|
|
230
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$16.7M
|
-$951K
|
-6,151
|
-5%
|
|
|
231
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$16.4M
|
-$567K
|
-3,670
|
-3%
|
|
|
232
|
Wind River Trust Company
Jackson,
Wyoming
|
$16.3M
|
–
|
–
|
–
|
|
|
233
|
Avantax Advisory Services
Dallas,
Texas
|
$16.2M
|
+$1.23M
|
+7,923
|
+7%
|
|
|
234
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.9M
|
–
|
–
|
–
|
|
|
235
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$15.7M
|
+$14.8M
|
+95,828
|
+364%
|
|
|
236
|
AllSquare Wealth Management
Albany,
New York
|
$15.6M
|
-$370K
|
-2,394
|
-2%
|
|
|
237
|
North Star Investment Management
Chicago,
Illinois
|
$15.4M
|
-$941K
|
-6,088
|
-5%
|
|
|
238
|
Smith Capital Management
Little Rock,
Arkansas
|
$15M
|
-$552K
|
-3,569
|
-3%
|
|
|
239
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$15M
|
-$135K
|
-871
|
-0.7%
|
|
|
240
|
Valeo Financial Advisors
Carmel,
Indiana
|
$14.9M
|
+$874K
|
+5,651
|
+6%
|
|
|
241
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.7M
|
-$11.4M
|
-73,523
|
-39%
|
|
|
242
|
AssetMark Inc
Concord,
California
|
$14.7M
|
+$8.81M
|
+57,000
|
+100%
|
|
|
243
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$14.5M
|
+$4.3M
|
+27,841
|
+33%
|
|
|
244
|
Cambridge Associates
Boston,
Massachusetts
|
$14.5M
|
-$376K
|
-2,434
|
-2%
|
|
|
245
|
Fiduciary Trust
Boston,
Massachusetts
|
$14.4M
|
+$5.69M
|
+36,800
|
+49%
|
|
|
246
|
BOK Financial
Tulsa,
Oklahoma
|
$14.2M
|
-$1.04M
|
-6,721
|
-6%
|
|
|
247
|
Washington Capital Management
Seattle,
Washington
|
$14.2M
|
+$1.95M
|
+12,637
|
+13%
|
|
|
248
|
IEQ Capital
Foster City,
California
|
$14.2M
|
+$11.8M
|
+76,136
|
+226%
|
|
|
249
|
Blankinship & Foster
Solana Beach,
California
|
$14M
|
+$6.02M
|
+38,913
|
+56%
|
|
|
250
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$13.9M
|
+$250K
|
+1,616
|
+2%
|
|
