|
151
|
MML Investors Services
Springfield,
Massachusetts
|
$43M
|
-$1.81M
|
-10,756
|
-4%
|
|
|
152
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$42.1M
|
-$736K
|
-4,377
|
-2%
|
|
|
153
|
Windham Capital Management
Boston,
Massachusetts
|
$41.9M
|
+$4.9M
|
+29,162
|
+13%
|
|
|
154
|
Prudent Man Advisors
Naperville,
Illinois
|
$41.3M
|
+$40.8M
|
+242,590
|
New
|
|
|
155
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$40.8M
|
-$16.1M
|
-95,510
|
-29%
|
|
|
156
|
Cresset Asset Management
Chicago,
Illinois
|
$40M
|
+$506K
|
+3,008
|
+1%
|
|
|
157
|
BCM Advisors
Lafayette,
Louisiana
|
$39.9M
|
+$38.4M
|
+228,214
|
+2,234%
|
|
|
158
|
Veritable
Wilmington,
Delaware
|
$39.6M
|
+$44.1K
|
+262
|
+0.1%
|
|
|
159
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39.5M
|
-$1.2M
|
-7,164
|
-3%
|
|
|
160
|
University of Maryland Foundation
Adelphi,
Maryland
|
$39.4M
|
–
|
–
|
–
|
|
|
161
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$38.6M
|
-$222K
|
-1,321
|
-0.6%
|
|
|
162
|
Trilogy Capital
Irvine,
California
|
$38.5M
|
+$592K
|
+3,520
|
+2%
|
|
|
163
|
Cypress Capital
Franklin,
Tennessee
|
$38.5M
|
-$3.18M
|
-18,925
|
-8%
|
|
|
164
|
Astoria Strategic Wealth
Conroe,
Texas
|
$38.2M
|
+$1.13M
|
+6,697
|
+3%
|
|
|
165
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$38.1M
|
-$2.82M
|
-16,756
|
-7%
|
|
|
166
|
Avantax Advisory Services
Dallas,
Texas
|
$37.5M
|
+$17.1M
|
+101,466
|
+86%
|
|
|
167
|
KCM Investment Advisors
Greenbrae,
California
|
$37.2M
|
-$21.5M
|
-128,032
|
-37%
|
|
|
168
|
Relative Value Partners Group
|
$36.7M
|
+$53.7K
|
+319
|
+0.1%
|
|
|
169
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$36.6M
|
+$65.3K
|
+388
|
+0.2%
|
|
|
170
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$36.6M
|
-$498K
|
-2,958
|
-1%
|
|
|
171
|
SVB Wealth
Boston,
Massachusetts
|
$36.5M
|
-$471K
|
-2,798
|
-1%
|
|
|
172
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$36M
|
+$3.66M
|
+21,771
|
+11%
|
|
|
173
|
Balentine LLC
Atlanta,
Georgia
|
$36M
|
-$1.28M
|
-7,606
|
-3%
|
|
|
174
|
Jones Financial Companies
Des Peres,
Missouri
|
$35.3M
|
+$504K
|
+2,998
|
+1%
|
|
|
175
|
Allen Investment Management
New York
|
$35M
|
+$3.7M
|
+21,997
|
+12%
|
|
