|
101
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.4M
|
-$238K
|
-2,938
|
-1%
|
|
|
102
|
Wilshire Advisors
Santa Monica,
California
|
$16.3M
|
–
|
–
|
–
|
|
|
103
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$16.3M
|
–
|
–
|
–
|
|
|
104
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$16M
|
+$1.67M
|
+20,600
|
+12%
|
|
|
105
|
TIAA CREF Trust
St Louis,
Missouri
|
$15.9M
|
+$737K
|
+9,119
|
+5%
|
|
|
106
|
The Family Firm
Bethesda,
Maryland
|
$15M
|
+$453K
|
+5,597
|
+3%
|
|
|
107
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$14.9M
|
-$559K
|
-6,910
|
-4%
|
|
|
108
|
Cetera Advisors
Denver,
Colorado
|
$14.9M
|
+$602K
|
+7,443
|
+4%
|
|
|
109
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$14.6M
|
+$897K
|
+11,095
|
+7%
|
|
|
110
|
Cerity Partners OCIO
New York
|
$14.1M
|
+$1.14M
|
+14,037
|
+9%
|
|
|
111
|
Mercer Investments
Boston,
Massachusetts
|
$13.9M
|
+$55.5K
|
+686
|
+0.4%
|
|
|
112
|
Level Four Advisory Services
Dallas,
Texas
|
$13.8M
|
-$1.21M
|
-15,022
|
-8%
|
|
|
113
|
Pure Financial Advisors
San Diego,
California
|
$13.8M
|
-$9.5M
|
-117,500
|
-41%
|
|
|
114
|
Global Endowment Management
Charlotte,
North Carolina
|
$13.8M
|
–
|
–
|
–
|
|
|
115
|
Coldstream Capital Management
Bellevue,
Washington
|
$13.8M
|
+$13.7M
|
+169,923
|
New
|
|
|
116
|
KWMG LLC
Overland Park,
Kansas
|
$13.5M
|
+$4.06M
|
+50,261
|
+43%
|
|
|
117
|
Toews Corporation
Northfield,
New Jersey
|
$13.1M
|
+$13.1M
|
+162,069
|
New
|
|
|
118
|
Capital One National Association
New York
|
$12.4M
|
-$55.5M
|
-686,562
|
-82%
|
|
|
119
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$12.3M
|
+$1.19M
|
+14,734
|
+11%
|
|
|
120
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$11.9M
|
+$919K
|
+11,360
|
+8%
|
|
|
121
|
Focused Wealth Management
Newburgh,
New York
|
$11.4M
|
+$2.19M
|
+27,094
|
+24%
|
|
|
122
|
US Bancorp
Minneapolis,
Minnesota
|
$11.3M
|
+$913K
|
+11,285
|
+9%
|
|
|
123
|
Rand Wealth
Baltimore,
Maryland
|
$11.2M
|
+$3.9M
|
+48,204
|
+53%
|
|
|
124
|
Bank of Hawaii
Honolulu,
Hawaii
|
$11.2M
|
+$205K
|
+2,537
|
+2%
|
|
|
125
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$10.6M
|
-$534K
|
-6,600
|
-5%
|
|
