|
151
|
SAM Advisors
Oakhurst,
California
|
$71.3M
|
+$2.79M
|
+12,391
|
+4%
|
|
|
152
|
Joel Isaacson & Co
New York
|
$71.3M
|
+$2.67M
|
+11,866
|
+4%
|
|
|
153
|
Regions Financial Corp
Birmingham,
Alabama
|
$70.8M
|
-$13.1M
|
-58,254
|
-16%
|
|
|
154
|
Yarbrough Capital
Franklin,
Tennessee
|
$70.8M
|
–
|
–
|
–
|
|
|
155
|
Savant Capital
Rockford,
Illinois
|
$70.4M
|
+$8.24M
|
+36,646
|
+13%
|
|
|
156
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$70.3M
|
-$5.1M
|
-22,678
|
-7%
|
|
|
157
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$70.2M
|
+$10.9M
|
+48,342
|
+19%
|
|
|
158
|
MAI Capital Management
Independence,
Ohio
|
$70.2M
|
+$1.53M
|
+6,821
|
+2%
|
|
|
159
|
Valmark Advisers
Akron,
Ohio
|
$68.9M
|
+$2.32M
|
+10,335
|
+4%
|
|
|
160
|
UMB Bank
Kansas City,
Missouri
|
$68.7M
|
-$34.9M
|
-155,190
|
-34%
|
|
|
161
|
United Capital Financial Advisors
Irving,
Texas
|
$68.3M
|
+$4.19M
|
+18,620
|
+7%
|
|
|
162
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$68.2M
|
–
|
–
|
–
|
|
|
163
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$68.2M
|
–
|
–
|
–
|
|
|
164
|
Circle Wealth Management
Summit,
New Jersey
|
$67.6M
|
+$2.61M
|
+11,619
|
+4%
|
|
|
165
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$67.5M
|
+$4.12M
|
+18,324
|
+7%
|
|
|
166
|
Mission Wealth Management
Santa Barbara,
California
|
$67.1M
|
-$4.91M
|
-21,817
|
-7%
|
|
|
167
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$67M
|
+$285K
|
+1,267
|
+0.4%
|
|
|
168
|
Rezny Wealth Management
Fort Myers,
Florida
|
$66.8M
|
+$658K
|
+2,928
|
+1%
|
|
|
169
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$66.5M
|
-$680K
|
-3,024
|
-1%
|
|
|
170
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$65.3M
|
-$40.3M
|
-179,200
|
-40%
|
|
|
171
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$64.7M
|
+$2.32M
|
+10,329
|
+4%
|
|
|
172
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$64.6M
|
+$132K
|
+588
|
+0.2%
|
|
|
173
|
Bailard
Foster City,
California
|
$63.7M
|
-$1.32M
|
-5,890
|
-2%
|
|
|
174
|
Linscomb Wealth
Houston,
Texas
|
$62.9M
|
-$167K
|
-742
|
-0.3%
|
|
|
175
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$61.2M
|
+$1.14M
|
+5,085
|
+2%
|
|
