|
151
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$71.3M
|
-$1.24M
|
-16,284
|
-2%
|
|
|
152
|
Total Wealth Planning
Cincinnati,
Ohio
|
$70.9M
|
-$2.68M
|
-35,046
|
-4%
|
|
|
153
|
Destination Wealth Management
Walnut Creek,
California
|
$70.1M
|
-$1.15M
|
-15,078
|
-2%
|
|
|
154
|
Brickley Wealth Management
San Mateo,
California
|
$69M
|
+$10.5M
|
+137,268
|
+19%
|
|
|
155
|
Nadler Financial Group
Deerfield,
Illinois
|
$68.8M
|
-$2.35M
|
-30,750
|
-3%
|
|
|
156
|
Lido Advisors
Los Angeles,
California
|
$68.7M
|
+$277K
|
+3,630
|
+0.4%
|
|
|
157
|
BOK Financial
Tulsa,
Oklahoma
|
$68.6M
|
-$2.03M
|
-26,550
|
-3%
|
|
|
158
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$68.5M
|
-$1.36M
|
-17,832
|
-2%
|
|
|
159
|
Condor Capital Management
Martinsville,
New Jersey
|
$68M
|
+$66.9K
|
+876
|
+0.1%
|
|
|
160
|
Blue Edge Capital
Richmond,
Virginia
|
$67.9M
|
-$5.1M
|
-66,714
|
-7%
|
|
|
161
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$67M
|
-$1.11M
|
-14,586
|
-2%
|
|
|
162
|
Partners in Financial Planning
Salem,
Virginia
|
$66.6M
|
-$1.46M
|
-19,158
|
-2%
|
|
|
163
|
PFG Advisors
Phoenix,
Arizona
|
$66.3M
|
+$63.4M
|
+829,662
|
New
|
|
|
164
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$66M
|
+$1.61M
|
+21,090
|
+3%
|
|
|
165
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$66M
|
+$7.32M
|
+95,826
|
+13%
|
|
|
166
|
Gleason Group
Prospect,
Kentucky
|
$65.3M
|
-$2.34M
|
-30,678
|
-4%
|
|
|
167
|
Checchi Capital Advisers
Beverly Hills,
California
|
$65.3M
|
+$57.9M
|
+757,794
|
+1,292%
|
|
|
168
|
Stephens Inc
Little Rock,
Arkansas
|
$64.8M
|
-$865K
|
-11,316
|
-1%
|
|
|
169
|
Magnus Financial Group
New York
|
$64.6M
|
+$1.43M
|
+18,720
|
+2%
|
|
|
170
|
Comerica Bank
Dallas,
Texas
|
$64.3M
|
-$1.6M
|
-20,898
|
-3%
|
|
|
171
|
Davenport & Co
Richmond,
Virginia
|
$63.3M
|
+$1.86M
|
+24,396
|
+3%
|
|
|
172
|
Trust Company
Manhattan,
Kansas
|
$63M
|
-$509K
|
-6,666
|
-0.8%
|
|
|
173
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.9M
|
+$1.51M
|
+19,812
|
+3%
|
|
|
174
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$62.7M
|
–
|
–
|
–
|
|
|
175
|
Affinity Capital Advisors
Berkeley,
California
|
$62.3M
|
+$1.08M
|
+14,088
|
+2%
|
|
