|
201
|
Evanson Asset Management
Carmel,
California
|
$42.9M
|
+$1.45M
|
+6,691
|
+4%
|
|
|
202
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$42.2M
|
+$1.18M
|
+5,425
|
+3%
|
|
|
203
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$42.1M
|
+$5.03M
|
+23,166
|
+14%
|
|
|
204
|
Smith, Moore & Co
Clayton,
Missouri
|
$41.1M
|
+$158K
|
+728
|
+0.4%
|
|
|
205
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$40.9M
|
+$5.59M
|
+25,780
|
+16%
|
|
|
206
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$40.4M
|
-$614K
|
-2,828
|
-2%
|
|
|
207
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$40.3M
|
+$86.2K
|
+397
|
+0.2%
|
|
|
208
|
Karpus Investment Management
Pittsford,
New York
|
$39.9M
|
+$4.38M
|
+20,173
|
+13%
|
|
|
209
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$39.8M
|
-$740K
|
-3,410
|
-2%
|
|
|
210
|
Pinnacle Associates
New York
|
$39.8M
|
+$743K
|
+3,424
|
+2%
|
|
|
211
|
Advisors Preferred
Rockville,
Maryland
|
$39.3M
|
+$38.1M
|
+175,390
|
New
|
|
|
212
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$39.1M
|
+$4.02M
|
+18,521
|
+12%
|
|
|
213
|
First Ascent Asset Management
Denver,
Colorado
|
$39.1M
|
+$2.11M
|
+9,725
|
+6%
|
|
|
214
|
KeyBank National Association
Cleveland,
Ohio
|
$38.7M
|
+$219K
|
+1,007
|
+0.6%
|
|
|
215
|
|
$38.6M
|
+$27M
|
+124,450
|
+254%
|
|
|
216
|
Arden Trust
Wilmington,
Delaware
|
$38.3M
|
-$6.28M
|
-28,920
|
-14%
|
|
|
217
|
REDW Wealth
Albuquerque,
New Mexico
|
$38.3M
|
-$892K
|
-4,112
|
-2%
|
|
|
218
|
Beacon Pointe Advisors
Newport Beach,
California
|
$38.2M
|
+$9.41M
|
+43,355
|
+34%
|
|
|
219
|
JMG Financial Group
Downers Grove,
Illinois
|
$38M
|
-$3.69K
|
-17
|
-0%
|
|
|
220
|
WBH Advisory
Baltimore,
Maryland
|
$36.9M
|
-$210K
|
-968
|
-0.6%
|
|
|
221
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$36.6M
|
–
|
–
|
–
|
|
|
222
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$36.4M
|
+$3.28M
|
+15,096
|
+10%
|
|
|
223
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$36.4M
|
+$392K
|
+1,804
|
+1%
|
|
|
224
|
AE Wealth Management
Topeka,
Kansas
|
$35.9M
|
+$4.66M
|
+21,480
|
+15%
|
|
|
225
|
Omnia Family Wealth
Aventura,
Florida
|
$35.5M
|
+$584K
|
+2,692
|
+2%
|
|
