|
201
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$19.7M
|
-$1.64M
|
-43,033
|
-8%
|
|
|
202
|
Hudock Inc
Williamsport,
Pennsylvania
|
$19.6M
|
-$1.08M
|
-28,285
|
-5%
|
|
|
203
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$19.5M
|
-$846K
|
-22,178
|
-4%
|
|
|
204
|
Peninsula Wealth
San Francisco,
California
|
$19.2M
|
+$825K
|
+21,642
|
+5%
|
|
|
205
|
AE Wealth Management
Topeka,
Kansas
|
$19.1M
|
-$34.8M
|
-913,102
|
-65%
|
|
|
206
|
Rakuten Investment Management
Tokyo,
Japan
|
$19M
|
+$1.41M
|
+37,100
|
+8%
|
|
|
207
|
Strid Group
Newtown Square,
Pennsylvania
|
$19M
|
-$7.34M
|
-192,642
|
-28%
|
|
|
208
|
Avantax Planning Partners
Dubuque,
Iowa
|
$18.7M
|
+$6.44M
|
+168,828
|
+54%
|
|
|
209
|
Pathstone Family Office
Englewood,
New Jersey
|
$18.6M
|
+$2.33M
|
+61,238
|
+15%
|
|
|
210
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$18.6M
|
+$115K
|
+3,007
|
+0.6%
|
|
|
211
|
Manning & Napier Group
Fairport,
New York
|
$18.5M
|
–
|
–
|
–
|
|
|
212
|
Greenline Partners
New York
|
$18.5M
|
-$20.6M
|
-539,483
|
-53%
|
|
|
213
|
Ally Financial
Detroit,
Michigan
|
$18.3M
|
–
|
–
|
–
|
|
|
214
|
Ratio Wealth Group
Denver,
Colorado
|
$18.2M
|
+$670K
|
+17,563
|
+4%
|
|
|
215
|
Bangor Savings Bank
Bangor,
Maine
|
$18.1M
|
-$3.43M
|
-89,842
|
-16%
|
|
|
216
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$17.8M
|
+$17.4M
|
+455,472
|
New
|
|
|
217
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$17.7M
|
+$1.1M
|
+28,897
|
+7%
|
|
|
218
|
Colony Family Offices
Charlotte,
North Carolina
|
$17.6M
|
+$10.3M
|
+270,215
|
+149%
|
|
|
219
|
Trust Company
Manhattan,
Kansas
|
$17.4M
|
-$6.49M
|
-170,170
|
-28%
|
|
|
220
|
Atria Investments
Charlotte,
North Carolina
|
$17.4M
|
+$696K
|
+18,267
|
+4%
|
|
|
221
|
Edge Capital Group
Atlanta,
Georgia
|
$17.4M
|
+$3.85M
|
+101,105
|
+29%
|
|
|
222
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$17.3M
|
-$123K
|
-3,226
|
-0.7%
|
|
|
223
|
First Interstate Bank
Billings,
Montana
|
$17.3M
|
+$15.9M
|
+416,144
|
+1,564%
|
|
|
224
|
Alera Investment Advisors
Deerfield,
Illinois
|
$17.2M
|
+$6.89M
|
+180,776
|
+70%
|
|
|
225
|
UMB Bank
Kansas City,
Missouri
|
$17.2M
|
-$1.19M
|
-31,104
|
-7%
|
|
