|
226
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$20M
|
+$15.9M
|
+341,213
|
+302%
|
|
|
227
|
Portland Global Advisors
Portland,
Maine
|
$19.9M
|
-$1.95M
|
-41,904
|
-8%
|
|
|
228
|
Allspring Global Investments
Charlotte,
North Carolina
|
$19.8M
|
-$9.45M
|
-203,252
|
-31%
|
|
|
229
|
Wharton Business Group
Malvern,
Pennsylvania
|
$19.8M
|
-$1.6M
|
-34,393
|
-7%
|
|
|
230
|
JFG Wealth Management
Denver,
Colorado
|
$19.6M
|
+$1.96M
|
+42,222
|
+10%
|
|
|
231
|
Greenline Partners
New York
|
$19.6M
|
-$52.2K
|
-1,123
|
-0.3%
|
|
|
232
|
Colony Family Offices
Charlotte,
North Carolina
|
$19.6M
|
+$594K
|
+12,771
|
+3%
|
|
|
233
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.5M
|
-$1.65M
|
-35,552
|
-7%
|
|
|
234
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$19.4M
|
-$1.24M
|
-26,741
|
-6%
|
|
|
235
|
PACK Private Wealth
Wayzata,
Minnesota
|
$19.2M
|
+$154K
|
+3,304
|
+0.8%
|
|
|
236
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$19M
|
+$246K
|
+5,288
|
+1%
|
|
|
237
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$18.9M
|
-$34.3K
|
-738
|
-0.2%
|
|
|
238
|
PrairieView Partners
St. Paul,
Minnesota
|
$18.8M
|
+$1.84M
|
+39,654
|
+10%
|
|
|
239
|
Venturi Wealth Management
Austin,
Texas
|
$18.5M
|
-$1.15M
|
-24,823
|
-6%
|
|
|
240
|
Essential Planning
Portsmouth,
New Hampshire
|
$18.2M
|
+$17.9M
|
+384,136
|
+5,315%
|
|
|
241
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$18.2M
|
+$19.2M
|
+412,337
|
New
|
|
|
242
|
Vident Advisory
Alpharetta,
Georgia
|
$18.1M
|
+$10.4M
|
+223,698
|
+120%
|
|
|
243
|
Congress Wealth Management
Boston,
Massachusetts
|
$18M
|
+$373K
|
+8,022
|
+2%
|
|
|
244
|
Tocqueville Asset Management
New York
|
$17.9M
|
+$9.44K
|
+203
|
+0%
|
|
|
245
|
American Trust
Lexington,
Kentucky
|
$17.6M
|
-$243K
|
-5,221
|
-1%
|
|
|
246
|
Kopp Family Office
Bloomington,
Minnesota
|
$17.5M
|
-$19.5K
|
-420
|
-0.1%
|
|
|
247
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$17.3M
|
+$366K
|
+7,883
|
+2%
|
|
|
248
|
Schroder Investment Management Group
London,
United Kingdom
|
$17.3M
|
-$2.03M
|
-43,612
|
-10%
|
|
|
249
|
AssetMark Inc
Concord,
California
|
$17.3M
|
+$15.3M
|
+329,399
|
+521%
|
|
|
250
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$17.1M
|
–
|
–
|
–
|
|
