|
101
|
Mission Wealth Management
Santa Barbara,
California
|
$19.4M
|
+$743K
|
+9,095
|
+4%
|
|
|
102
|
TIAA FSB
Jacksonville,
Florida
|
$19.1M
|
+$19M
|
+233,256
|
New
|
|
|
103
|
Financial Advisors Network
Tustin,
California
|
$18.6M
|
-$911K
|
-11,161
|
-5%
|
|
|
104
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$17.5M
|
+$1.39M
|
+17,048
|
+9%
|
|
|
105
|
|
$17.1M
|
+$484K
|
+5,932
|
+3%
|
|
|
106
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$16.4M
|
+$11.6K
|
+142
|
+0.1%
|
|
|
107
|
Mercer Investments
Boston,
Massachusetts
|
$16.2M
|
+$2.21M
|
+27,090
|
+16%
|
|
|
108
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$16.1M
|
+$1.18M
|
+14,426
|
+8%
|
|
|
109
|
The Family Firm
Bethesda,
Maryland
|
$15.4M
|
+$282K
|
+3,455
|
+2%
|
|
|
110
|
KWMG LLC
Overland Park,
Kansas
|
$15M
|
+$1.37M
|
+16,815
|
+10%
|
|
|
111
|
Cerity Partners OCIO
New York
|
$14.8M
|
+$589K
|
+7,214
|
+4%
|
|
|
112
|
Cetera Advisors
Denver,
Colorado
|
$14.8M
|
-$233K
|
-2,849
|
-2%
|
|
|
113
|
Pure Financial Advisors
San Diego,
California
|
$14.6M
|
+$687K
|
+8,415
|
+5%
|
|
|
114
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$14.3M
|
+$14.3M
|
+174,739
|
New
|
|
|
115
|
Coldstream Capital Management
Bellevue,
Washington
|
$14.1M
|
+$163K
|
+1,995
|
+1%
|
|
|
116
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13.8M
|
+$6.05M
|
+74,036
|
+78%
|
|
|
117
|
Global Endowment Management
Charlotte,
North Carolina
|
$13.1M
|
-$817K
|
-10,000
|
-6%
|
|
|
118
|
Higher Moment Capital
Boston,
Massachusetts
|
$13M
|
+$11.2M
|
+136,817
|
+606%
|
|
|
119
|
Rand Wealth
Baltimore,
Maryland
|
$12.8M
|
+$1.49M
|
+18,289
|
+13%
|
|
|
120
|
Manning & Napier Advisors
Fairport,
New York
|
$12.4M
|
–
|
–
|
–
|
|
|
121
|
US Bancorp
Minneapolis,
Minnesota
|
$12.4M
|
+$923K
|
+11,303
|
+8%
|
|
|
122
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$12.3M
|
+$321K
|
+3,932
|
+3%
|
|
|
123
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$12.1M
|
-$273K
|
-3,340
|
-2%
|
|
|
124
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$12.1M
|
-$2.61M
|
-31,983
|
-18%
|
|
|
125
|
Focused Wealth Management
Newburgh,
New York
|
$11.9M
|
+$349K
|
+4,268
|
+3%
|
|
