|
101
|
Mission Wealth Management
Santa Barbara,
California
|
$15.1M
|
+$2.89M
|
+34,830
|
+24%
|
|
|
102
|
Voya Financial Advisors
Windsor,
Connecticut
|
$14.8M
|
-$2.25M
|
-27,050
|
-13%
|
|
|
103
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$14.4M
|
-$2.09M
|
-25,172
|
-13%
|
|
|
104
|
Global Endowment Management
Charlotte,
North Carolina
|
$14.3M
|
–
|
–
|
–
|
|
|
105
|
Mercer Investments
Boston,
Massachusetts
|
$14.3M
|
-$611K
|
-7,357
|
-4%
|
|
|
106
|
Wilshire Advisors
Santa Monica,
California
|
$14.2M
|
-$2.35M
|
-28,275
|
-14%
|
|
|
107
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$14.2M
|
-$2.35M
|
-28,275
|
-14%
|
|
|
108
|
The Family Firm
Bethesda,
Maryland
|
$14.1M
|
+$1.25M
|
+14,985
|
+10%
|
|
|
109
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$14M
|
-$8.31K
|
-100
|
-0.1%
|
|
|
110
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$13.8M
|
+$13.6M
|
+163,506
|
New
|
|
|
111
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$13.6M
|
+$975K
|
+11,734
|
+8%
|
|
|
112
|
Agilis Partners
Waltham,
Massachusetts
|
$13.3M
|
-$95.2K
|
-1,146
|
-0.7%
|
|
|
113
|
Filament
Seattle,
Washington
|
$13.1M
|
-$834K
|
-10,032
|
-6%
|
|
|
114
|
MSI Financial Services
Springfield,
Massachusetts
|
$12.8M
|
+$1.87M
|
+22,543
|
+17%
|
|
|
115
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12M
|
-$178K
|
-2,142
|
-1%
|
|
|
116
|
Cerity Partners OCIO
New York
|
$11.8M
|
+$456K
|
+5,487
|
+4%
|
|
|
117
|
TIAA CREF Trust
St Louis,
Missouri
|
$11.4M
|
-$521K
|
-6,274
|
-4%
|
|
|
118
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$11.1M
|
+$530K
|
+6,378
|
+5%
|
|
|
119
|
Focused Wealth Management
Newburgh,
New York
|
$10.3M
|
+$3.14M
|
+37,833
|
+45%
|
|
|
120
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$10.2M
|
+$10.1M
|
+120,997
|
New
|
|
|
121
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.1M
|
+$5.06M
|
+60,932
|
+104%
|
|
|
122
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$10M
|
-$156K
|
-1,872
|
-2%
|
|
|
123
|
Bank of Hawaii
Honolulu,
Hawaii
|
$9.88M
|
-$992K
|
-11,943
|
-9%
|
|
|
124
|
McCutchen Group
Seattle,
Washington
|
$9.86M
|
-$254K
|
-3,054
|
-3%
|
|
|
125
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$9.84M
|
+$801K
|
+9,642
|
+9%
|
|
