|
176
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$47.8M
|
-$1.34M
|
-19,872
|
-3%
|
|
|
177
|
BOK Financial
Tulsa,
Oklahoma
|
$47.5M
|
+$248K
|
+3,684
|
+0.5%
|
|
|
178
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$47.3M
|
+$19.2M
|
+285,024
|
+59%
|
|
|
179
|
Davenport & Co
Richmond,
Virginia
|
$46.5M
|
+$3.48M
|
+51,666
|
+7%
|
|
|
180
|
Principle Wealth Partners
Madison,
Connecticut
|
$46.2M
|
+$1.62M
|
+24,018
|
+3%
|
|
|
181
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$45.9M
|
+$1.1M
|
+16,368
|
+2%
|
|
|
182
|
Affinity Capital Advisors
Berkeley,
California
|
$45.9M
|
-$3.39M
|
-50,304
|
-6%
|
|
|
183
|
Quantum Financial Planning Services
Spokane,
Washington
|
$45.8M
|
+$1.12M
|
+16,650
|
+2%
|
|
|
184
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$45.8M
|
-$5.45M
|
-80,808
|
-10%
|
|
|
185
|
Grimes & Company
Westborough,
Massachusetts
|
$45.3M
|
-$487K
|
-7,230
|
-1%
|
|
|
186
|
Congress Wealth Management
Boston,
Massachusetts
|
$45.3M
|
+$36.6M
|
+542,328
|
+307%
|
|
|
187
|
Brickley Wealth Management
San Mateo,
California
|
$44.9M
|
+$2.27M
|
+33,684
|
+5%
|
|
|
188
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$43.8M
|
+$47.8M
|
+708,732
|
New
|
|
|
189
|
Strategic Blueprint
Atlanta,
Georgia
|
$43.3M
|
-$2.15M
|
-31,890
|
-4%
|
|
|
190
|
Rolek Wealth Management
Berwyn,
Pennsylvania
|
$43.1M
|
+$2.88M
|
+42,690
|
+6%
|
|
|
191
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$42.5M
|
-$282K
|
-4,182
|
-0.6%
|
|
|
192
|
Chaney Capital Management
Lynnwood,
Washington
|
$42M
|
+$555K
|
+8,232
|
+1%
|
|
|
193
|
Strata Wealth Advisors
Dallas,
Texas
|
$42M
|
-$9.45M
|
-140,094
|
-17%
|
|
|
194
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$42M
|
+$156K
|
+2,316
|
+0.3%
|
|
|
195
|
M&T Bank
Buffalo,
New York
|
$41.9M
|
+$1.28M
|
+19,044
|
+3%
|
|
|
196
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$41.4M
|
-$65.1K
|
-966
|
-0.1%
|
|
|
197
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$40.9M
|
-$992K
|
-14,706
|
-2%
|
|
|
198
|
SP Asset Management
Cupertino,
California
|
$40.7M
|
+$2.19M
|
+32,442
|
+5%
|
|
|
199
|
First Horizon Advisors
Memphis,
Tennessee
|
$40.7M
|
-$2.96M
|
-43,866
|
-6%
|
|
|
200
|
Geneos Wealth Management
Englewood,
Colorado
|
$40.3M
|
+$29.5M
|
+437,484
|
+204%
|
|
