|
126
|
Center for Financial Planning
Southfied,
Michigan
|
$46.6M
|
+$826K
|
+14,043
|
+2%
|
|
|
127
|
Cabot-Wellington
Boston,
Massachusetts
|
$46.5M
|
-$838K
|
-14,248
|
-2%
|
|
|
128
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$46.2M
|
+$1.05M
|
+17,862
|
+2%
|
|
|
129
|
Bartlett & Co
Cincinnati,
Ohio
|
$46.2M
|
+$1.05M
|
+17,862
|
+2%
|
|
|
130
|
Bank of Hawaii
Honolulu,
Hawaii
|
$45.3M
|
-$22.9K
|
-390
|
-0%
|
|
|
131
|
Wealthspire Advisors (New York)
New York
|
$45M
|
-$387K
|
-6,584
|
-0.8%
|
|
|
132
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$44.4M
|
-$6.91M
|
-117,481
|
-12%
|
|
|
133
|
PFS Investments
Duluth,
Georgia
|
$44.4M
|
-$10.6M
|
-180,201
|
-18%
|
|
|
134
|
RPTC Inc
Jackson,
Wyoming
|
$44.4M
|
–
|
–
|
–
|
|
|
135
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$44M
|
-$754K
|
-12,815
|
-2%
|
|
|
136
|
Eaton Vance Management
Boston,
Massachusetts
|
$43.2M
|
-$248K
|
-4,223
|
-0.5%
|
|
|
137
|
Adventist Health System West
Roseville,
California
|
$43.1M
|
–
|
–
|
–
|
|
|
138
|
55I LLC
Boston,
Massachusetts
|
$42.9M
|
+$20.9M
|
+355,568
|
+77%
|
|
|
139
|
Kestra Advisory Services
Austin,
Texas
|
$42.5M
|
+$16.8M
|
+285,570
|
+55%
|
|
|
140
|
New York Life Investment Management
New York
|
$42.4M
|
-$12.8M
|
-217,537
|
-21%
|
|
|
141
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$42.3M
|
+$6.18M
|
+105,035
|
+15%
|
|
|
142
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$41.9M
|
+$3.51M
|
+59,618
|
+8%
|
|
|
143
|
Bailard
Foster City,
California
|
$41.7M
|
-$881K
|
-14,981
|
-2%
|
|
|
144
|
Disciplina Capital Management
Nashville,
Tennessee
|
$40.9M
|
+$1.73M
|
+29,430
|
+4%
|
|
|
145
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$40.7M
|
–
|
–
|
–
|
|
|
146
|
Intrust Bank
Wichita,
Kansas
|
$40.3M
|
+$4.16M
|
+70,789
|
+10%
|
|
|
147
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$40.3M
|
-$2.4M
|
-40,755
|
-5%
|
|
|
148
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$40.3M
|
+$4.13M
|
+70,254
|
+10%
|
|
|
149
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$39.1M
|
-$1.04M
|
-17,630
|
-2%
|
|
|
150
|
Wilshire Advisors
Santa Monica,
California
|
$38.3M
|
+$976K
|
+16,602
|
+2%
|
|
