|
101
|
One Wealth Advisors
San Francisco,
California
|
$12.5M
|
+$12.9M
|
+182,313
|
New
|
|
|
102
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$12.4M
|
+$2.35M
|
+33,253
|
+22%
|
|
|
103
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$11.7M
|
–
|
–
|
–
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$11.6M
|
+$1.17M
|
+16,556
|
+11%
|
|
|
105
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$11.4M
|
+$2.11M
|
+29,895
|
+22%
|
|
|
106
|
Cumberland Advisors
Sarasota,
Florida
|
$11.4M
|
-$136K
|
-1,930
|
-1%
|
|
|
107
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$11.3M
|
+$10.7M
|
+151,255
|
New
|
|
|
108
|
Trust Company
Manhattan,
Kansas
|
$11.2M
|
+$138K
|
+1,963
|
+1%
|
|
|
109
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.1M
|
+$9.89M
|
+140,214
|
+642%
|
|
|
110
|
Stifel Financial
St. Louis,
Missouri
|
$10.9M
|
-$991K
|
-14,043
|
-8%
|
|
|
111
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
+$2.6M
|
+36,921
|
+33%
|
|
|
112
|
Iconiq Capital
San Francisco,
California
|
$10M
|
–
|
–
|
–
|
|
|
113
|
AssetMark Inc
Concord,
California
|
$9.61M
|
+$7.24M
|
+102,597
|
+272%
|
|
|
114
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$9.59M
|
+$640K
|
+9,074
|
+7%
|
|
|
115
|
CIBC Bancorp USA
Chicago,
Illinois
|
$9.53M
|
+$9.78M
|
+138,640
|
New
|
|
|
116
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.47M
|
+$2.46M
|
+34,864
|
+34%
|
|
|
117
|
Osborne Partners Capital Management
San Francisco,
California
|
$9.33M
|
-$123K
|
-1,750
|
-1%
|
|
|
118
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$9.26M
|
–
|
–
|
–
|
|
|
119
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$8.94M
|
-$321K
|
-4,550
|
-3%
|
|
|
120
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$8.84M
|
-$590K
|
-8,363
|
-6%
|
|
|
121
|
Goelzer Investment Management
Carmel,
Indiana
|
$8.71M
|
-$21M
|
-297,825
|
-70%
|
|
|
122
|
GLOBALT Investments
Atlanta,
Georgia
|
$8.56M
|
–
|
–
|
–
|
|
|
123
|
Martin & Co
Knoxville,
Tennessee
|
$8.51M
|
+$142K
|
+2,015
|
+2%
|
|
|
124
|
Sentinel Trust
Houston,
Texas
|
$8.47M
|
-$17.2K
|
-244
|
-0.2%
|
|
|
125
|
Hopwood Financial Services
Reston,
Virginia
|
$8.45M
|
+$8.71M
|
+123,444
|
New
|
|
