|
201
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$15.4M
|
-$551K
|
-13,108
|
-3%
|
|
|
202
|
Peninsula Wealth
San Francisco,
California
|
$15.3M
|
+$145K
|
+3,458
|
+0.9%
|
|
|
203
|
Jones Financial Companies
Des Peres,
Missouri
|
$15.2M
|
-$274M
|
-6,504,897
|
-95%
|
|
|
204
|
Rezny Wealth Management
Fort Myers,
Florida
|
$15.1M
|
-$1.75M
|
-41,494
|
-10%
|
|
|
205
|
Schroders
London,
United Kingdom
|
$15.1M
|
-$59.4M
|
-1,410,980
|
-79%
|
|
|
206
|
Freestone Capital Holdings
Seattle,
Washington
|
$15M
|
+$255K
|
+6,060
|
+2%
|
|
|
207
|
Ancora Advisors
Cleveland,
Ohio
|
$14.7M
|
-$191K
|
-4,547
|
-1%
|
|
|
208
|
Horizon Investments
Charlotte,
North Carolina
|
$14.6M
|
+$1.41M
|
+33,469
|
+10%
|
|
|
209
|
Founders Financial Securities
Towson,
Maryland
|
$14.6M
|
+$1.4M
|
+33,229
|
+10%
|
|
|
210
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.6M
|
+$891K
|
+21,190
|
+6%
|
|
|
211
|
Boston Family Office
Boston,
Massachusetts
|
$14.5M
|
-$391K
|
-9,285
|
-3%
|
|
|
212
|
Gofen & Glossberg
Chicago,
Illinois
|
$14.5M
|
+$545K
|
+12,960
|
+4%
|
|
|
213
|
Hudock Inc
Williamsport,
Pennsylvania
|
$14.5M
|
+$688K
|
+16,352
|
+5%
|
|
|
214
|
Citizens Business Bank
Ontario,
California
|
$14.4M
|
+$1.84M
|
+43,792
|
+14%
|
|
|
215
|
Employees Retirement System of Texas
Austin,
Texas
|
$14.3M
|
+$14.7M
|
+349,000
|
New
|
|
|
216
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$13.9M
|
+$647K
|
+15,377
|
+5%
|
|
|
217
|
Viridian RIA
Bothell,
Washington
|
$13.9M
|
+$1.5M
|
+35,545
|
+12%
|
|
|
218
|
Blue Edge Capital
Richmond,
Virginia
|
$13.8M
|
-$51.7K
|
-1,230
|
-0.4%
|
|
|
219
|
Mission Wealth Management
Santa Barbara,
California
|
$13.8M
|
+$315K
|
+7,477
|
+2%
|
|
|
220
|
Truist Financial
Charlotte,
North Carolina
|
$13.7M
|
+$884K
|
+21,023
|
+7%
|
|
|
221
|
Bangor Savings Bank
Bangor,
Maine
|
$13.6M
|
+$179K
|
+4,252
|
+1%
|
|
|
222
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$13.6M
|
+$620K
|
+14,747
|
+5%
|
|
|
223
|
Omnia Family Wealth
Aventura,
Florida
|
$13.6M
|
+$301K
|
+7,157
|
+2%
|
|
|
224
|
Vestor Capital
Chicago,
Illinois
|
$13.6M
|
+$143K
|
+3,403
|
+1%
|
|
|
225
|
Emery Howard Portfolio Management
Burlingame,
California
|
$13.5M
|
+$157K
|
+3,741
|
+1%
|
|
