|
101
|
Disciplina Capital Management
Nashville,
Tennessee
|
$46.5M
|
+$698K
|
+6,190
|
+2%
|
|
|
102
|
Stamos Capital Partners
Menlo Park,
California
|
$46.5M
|
+$7.82M
|
+69,379
|
+20%
|
|
|
103
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$45.5M
|
+$67.6K
|
+600
|
+0.1%
|
|
|
104
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$45.3M
|
+$1.46M
|
+12,984
|
+3%
|
|
|
105
|
TD Capital Management
Memphis,
Tennessee
|
$45M
|
+$12M
|
+106,581
|
+36%
|
|
|
106
|
Legacy Private Trust
Neenah,
Wisconsin
|
$44.4M
|
+$11.7M
|
+103,878
|
+36%
|
|
|
107
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$44.3M
|
+$2.04M
|
+18,135
|
+5%
|
|
|
108
|
Avidian Wealth Enterprises
Houston,
Texas
|
$44M
|
+$1.17M
|
+10,376
|
+3%
|
|
|
109
|
PHH Investments
Addison,
Texas
|
$43.8M
|
+$610K
|
+5,416
|
+1%
|
|
|
110
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$43.4M
|
+$230K
|
+2,043
|
+0.5%
|
|
|
111
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$42.9M
|
+$2.74M
|
+24,274
|
+7%
|
|
|
112
|
Altavista Wealth Management
Asheville,
North Carolina
|
$42.9M
|
+$3.82M
|
+33,936
|
+10%
|
|
|
113
|
Meeder Asset Management
Dublin,
Ohio
|
$42.2M
|
-$5.8M
|
-51,455
|
-12%
|
|
|
114
|
Summitry LLC
Foster City,
California
|
$42.2M
|
+$350K
|
+3,104
|
+0.8%
|
|
|
115
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$42.1M
|
+$42.1M
|
+373,785
|
+33,705%
|
|
|
116
|
LVZ Inc
Holland,
Michigan
|
$42M
|
+$1.43M
|
+12,706
|
+4%
|
|
|
117
|
First Business Financial Services
Madison,
Wisconsin
|
$41.9M
|
-$352K
|
-3,126
|
-0.8%
|
|
|
118
|
Liquid Strategies
Atlanta,
Georgia
|
$41.9M
|
+$42M
|
+372,805
|
New
|
|
|
119
|
FDx Advisors
Chicago,
Illinois
|
$41.8M
|
-$9.45M
|
-83,855
|
-18%
|
|
|
120
|
Lazard Asset Management
New York
|
$41M
|
–
|
–
|
–
|
|
|
121
|
Colony Group
Boston,
Massachusetts
|
$40.7M
|
+$7.89M
|
+69,993
|
+24%
|
|
|
122
|
Regions Financial Corp
Birmingham,
Alabama
|
$39.8M
|
+$3.93M
|
+34,909
|
+11%
|
|
|
123
|
TIAA Kaspick
Boston,
Massachusetts
|
$39.7M
|
-$29M
|
-256,951
|
-42%
|
|
|
124
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$39.2M
|
+$5.01M
|
+44,498
|
+15%
|
|
|
125
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$38.3M
|
+$2.8M
|
+24,871
|
+8%
|
|
