|
101
|
Apriem Advisors
Irvine,
California
|
$75.4M
|
+$14.9M
|
+202,155
|
+25%
|
|
|
102
|
Pacific Capital Wealth Advisors
Corona,
California
|
$75.3M
|
+$10.7M
|
+145,008
|
+17%
|
|
|
103
|
Focus Partners Wealth
Boston,
Massachusetts
|
$73.4M
|
-$655K
|
-8,889
|
-0.9%
|
|
|
104
|
Comerica Bank
Dallas,
Texas
|
$72.3M
|
-$5.84M
|
-79,349
|
-8%
|
|
|
105
|
Partners in Financial Planning
Salem,
Virginia
|
$71.8M
|
+$4.83M
|
+65,598
|
+7%
|
|
|
106
|
Raffa Wealth Management
Washington,
District of Columbia
|
$71.6M
|
+$719K
|
+9,770
|
+1%
|
|
|
107
|
Trust Company
Manhattan,
Kansas
|
$69.1M
|
+$15.4M
|
+209,679
|
+29%
|
|
|
108
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$66.4M
|
-$197K
|
-2,675
|
-0.3%
|
|
|
109
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$66M
|
+$2.44M
|
+33,175
|
+4%
|
|
|
110
|
Joule Financial
Lexington,
Kentucky
|
$65.5M
|
+$3.12M
|
+42,348
|
+5%
|
|
|
111
|
|
$62.3M
|
-$58.8M
|
-799,007
|
-49%
|
|
|
112
|
Brio Consultants
San Francisco,
California
|
$61.5M
|
+$1.65M
|
+22,444
|
+3%
|
|
|
113
|
BTC Capital Management
Des Moines,
Iowa
|
$61.1M
|
+$3.7M
|
+50,296
|
+7%
|
|
|
114
|
Rockbridge Investment Management
Syracuse,
New York
|
$60.8M
|
+$1.95M
|
+26,520
|
+3%
|
|
|
115
|
West Financial Advisors
Des Moines,
Iowa
|
$60M
|
-$1.49M
|
-20,175
|
-2%
|
|
|
116
|
Gilbert & Cook
West Des Moines,
Iowa
|
$57.9M
|
+$3.08M
|
+41,855
|
+6%
|
|
|
117
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$57.2M
|
+$320K
|
+4,343
|
+0.6%
|
|
|
118
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$56.9M
|
-$324K
|
-4,396
|
-0.6%
|
|
|
119
|
Essential Planning
Portsmouth,
New Hampshire
|
$56.8M
|
-$381K
|
-5,175
|
-0.7%
|
|
|
120
|
Soltis Investment Advisors
St. George,
Utah
|
$56.7M
|
+$5.02M
|
+68,220
|
+10%
|
|
|
121
|
Newton One Investments
Newark,
Delaware
|
$56.3M
|
+$553K
|
+7,505
|
+1%
|
|
|
122
|
Farther Finance Advisors
San Francisco,
California
|
$56.1M
|
+$12.8M
|
+174,050
|
+30%
|
|
|
123
|
AllianceBernstein
Nashville,
Tennessee
|
$55.2M
|
-$3.01M
|
-40,838
|
-5%
|
|
|
124
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$54.9M
|
+$7.73M
|
+105,000
|
+17%
|
|
|
125
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$53.5M
|
–
|
–
|
–
|
|
