|
101
|
Lenox Wealth Advisors
New York
|
$51.2M
|
-$619K
|
-10,264
|
-1%
|
|
|
102
|
Avidian Wealth Enterprises
Houston,
Texas
|
$51M
|
+$9.89M
|
+163,926
|
+24%
|
|
|
103
|
Bailard
Foster City,
California
|
$50.9M
|
-$1.98M
|
-32,898
|
-4%
|
|
|
104
|
Citadel Advisors
Miami,
Florida
|
$50.8M
|
+$50.9M
|
+843,226
|
New
|
|
|
105
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$50.2M
|
-$871K
|
-14,449
|
-2%
|
|
|
106
|
Conrad N. Hilton Foundation
Agoura Hills,
California
|
$49.9M
|
-$19.9M
|
-330,337
|
-29%
|
|
|
107
|
Sage Advisory Services
Austin,
Texas
|
$49.9M
|
+$8.33M
|
+138,120
|
+20%
|
|
|
108
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$48.8M
|
+$3.63M
|
+60,197
|
+8%
|
|
|
109
|
Clear Creek Financial Management
Silverdale,
Washington
|
$48.8M
|
+$48.1M
|
+796,745
|
+6,122%
|
|
|
110
|
Center for Financial Planning
Southfied,
Michigan
|
$48.8M
|
-$683K
|
-11,319
|
-1%
|
|
|
111
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$48.7M
|
-$569K
|
-9,426
|
-1%
|
|
|
112
|
Dan L. Duncan Foundation
Houston,
Texas
|
$48.7M
|
–
|
–
|
–
|
|
|
113
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$48M
|
+$5.98M
|
+99,180
|
+14%
|
|
|
114
|
Equitable Holdings
New York
|
$47.7M
|
+$4.77M
|
+79,030
|
+11%
|
|
|
115
|
ETrade Capital Management
Arlington,
Virginia
|
$47.7M
|
+$10.9M
|
+180,461
|
+30%
|
|
|
116
|
First Command Bank
Fort Worth,
Texas
|
$46.2M
|
+$2.52M
|
+41,853
|
+6%
|
|
|
117
|
First Command Financial Services
Fort Worth,
Texas
|
$46.2M
|
+$2.52M
|
+41,853
|
+6%
|
|
|
118
|
First Business Financial Services
Madison,
Wisconsin
|
$45.7M
|
+$705K
|
+11,684
|
+2%
|
|
|
119
|
Regis Management Company
Menlo Park,
California
|
$45.6M
|
+$2.31M
|
+38,225
|
+5%
|
|
|
120
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$45.3M
|
+$2.53M
|
+41,906
|
+6%
|
|
|
121
|
SPC Financial Inc
Rockville,
Maryland
|
$44.3M
|
+$2.34M
|
+38,761
|
+6%
|
|
|
122
|
Cresset Asset Management
Chicago,
Illinois
|
$43.8M
|
+$579K
|
+9,605
|
+1%
|
|
|
123
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$43.3M
|
+$531K
|
+8,797
|
+1%
|
|
|
124
|
Intrust Bank
Wichita,
Kansas
|
$43.3M
|
-$2.01M
|
-33,288
|
-4%
|
|
|
125
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$42.9M
|
+$1.74M
|
+28,852
|
+4%
|
|
