|
101
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$73.8M
|
+$2.48M
|
+32,838
|
+3%
|
|
|
102
|
Trek Financial
Scottsdale,
Arizona
|
$72.2M
|
-$3.88M
|
-51,378
|
-5%
|
|
|
103
|
UMB Bank
Kansas City,
Missouri
|
$71.8M
|
-$134K
|
-1,770
|
-0.2%
|
|
|
104
|
Strategic Investment Management
Arlington,
Virginia
|
$71.5M
|
-$22.1M
|
-292,930
|
-23%
|
|
|
105
|
Avidian Wealth Enterprises
Houston,
Texas
|
$68.6M
|
+$3.34M
|
+44,228
|
+5%
|
|
|
106
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$68.3M
|
-$1.68M
|
-22,298
|
-2%
|
|
|
107
|
Pure Financial Advisors
San Diego,
California
|
$67.8M
|
+$4.5M
|
+59,657
|
+7%
|
|
|
108
|
Cabot-Wellington
Boston,
Massachusetts
|
$66.8M
|
-$513K
|
-6,789
|
-0.8%
|
|
|
109
|
|
$66.8M
|
-$605K
|
-8,010
|
-0.9%
|
|
|
110
|
Berman Capital Advisors
Atlanta,
Georgia
|
$66.3M
|
+$6.45M
|
+85,495
|
+11%
|
|
|
111
|
MAI Capital Management
Independence,
Ohio
|
$66.2M
|
+$9.77M
|
+129,472
|
+17%
|
|
|
112
|
Pathstone Family Office
Englewood,
New Jersey
|
$65.2M
|
-$2.36M
|
-31,276
|
-3%
|
|
|
113
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$65M
|
+$3.35M
|
+44,373
|
+5%
|
|
|
114
|
PFS Investments
Duluth,
Georgia
|
$65M
|
+$4.72M
|
+62,518
|
+8%
|
|
|
115
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$64.8M
|
–
|
–
|
–
|
|
|
116
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$64.7M
|
-$69.9M
|
-925,376
|
-52%
|
|
|
117
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$63.7M
|
+$469K
|
+6,217
|
+0.7%
|
|
|
118
|
RPTC Inc
Jackson,
Wyoming
|
$62.7M
|
+$707K
|
+9,371
|
+1%
|
|
|
119
|
Dan L. Duncan Foundation
Houston,
Texas
|
$61.8M
|
+$871K
|
+11,534
|
+1%
|
|
|
120
|
Bailard
Foster City,
California
|
$60.9M
|
-$1.38M
|
-18,282
|
-2%
|
|
|
121
|
SigFig Wealth Management
San Francisco,
California
|
$60.8M
|
+$4.85M
|
+64,294
|
+9%
|
|
|
122
|
MML Investors Services
Springfield,
Massachusetts
|
$60.4M
|
-$5.33M
|
-70,539
|
-8%
|
|
|
123
|
Lenox Wealth Advisors
New York
|
$59.2M
|
+$234K
|
+3,095
|
+0.4%
|
|
|
124
|
Eaton Vance Management
Boston,
Massachusetts
|
$59.1M
|
+$3.38M
|
+44,810
|
+6%
|
|
|
125
|
Center for Financial Planning
Southfied,
Michigan
|
$58.7M
|
-$659K
|
-8,726
|
-1%
|
|
