|
151
|
First National Trust
Hermitage,
Pennsylvania
|
$42.1M
|
+$7.58M
|
+128,776
|
+23%
|
|
|
152
|
Financial Engines Advisors
Santa Clara,
California
|
$42.1M
|
-$1.14M
|
-19,398
|
-3%
|
|
|
153
|
Regis Management Company
Menlo Park,
California
|
$41.7M
|
-$1.33M
|
-22,529
|
-3%
|
|
|
154
|
Bangor Savings Bank
Bangor,
Maine
|
$41M
|
-$1.91M
|
-32,456
|
-5%
|
|
|
155
|
Dan L. Duncan Foundation
Houston,
Texas
|
$41M
|
+$210K
|
+3,566
|
+0.5%
|
|
|
156
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$41M
|
+$17.3M
|
+294,467
|
+81%
|
|
|
157
|
Pathstone Family Office
Englewood,
New Jersey
|
$40.4M
|
-$2.96M
|
-50,250
|
-9%
|
|
|
158
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$40.1M
|
-$6.79M
|
-115,371
|
-15%
|
|
|
159
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$39.4M
|
+$15M
|
+255,592
|
+67%
|
|
|
160
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$39.3M
|
-$1.62M
|
-27,441
|
-4%
|
|
|
161
|
Marcum Wealth
Cleveland,
Ohio
|
$39.3M
|
+$1.08M
|
+18,360
|
+3%
|
|
|
162
|
Facet Wealth Inc
Baltimore,
Maryland
|
$39.1M
|
+$26.4M
|
+449,135
|
+319%
|
|
|
163
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$38.8M
|
+$3.19M
|
+54,258
|
+9%
|
|
|
164
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$38.6M
|
+$278K
|
+4,730
|
+0.8%
|
|
|
165
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$38.5M
|
-$1.57M
|
-26,728
|
-4%
|
|
|
166
|
Compton Financial Group
Towson,
Maryland
|
$38.3M
|
+$471K
|
+8,010
|
+1%
|
|
|
167
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$37.1M
|
+$4.59M
|
+77,930
|
+15%
|
|
|
168
|
Kestra Advisory Services
Austin,
Texas
|
$36.4M
|
-$12.8M
|
-216,827
|
-27%
|
|
|
169
|
Brickley Wealth Management
San Mateo,
California
|
$36.3M
|
-$850K
|
-14,435
|
-2%
|
|
|
170
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$36.2M
|
+$34.6M
|
+587,094
|
New
|
|
|
171
|
Callan Family Office
Radnor,
Pennsylvania
|
$36M
|
+$34.3M
|
+583,382
|
New
|
|
|
172
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$35.9M
|
-$115K
|
-1,951
|
-0.3%
|
|
|
173
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$35.5M
|
-$6.31M
|
-107,161
|
-16%
|
|
|
174
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$35.3M
|
-$6.93M
|
-117,824
|
-17%
|
|
|
175
|
Colony Family Offices
Charlotte,
North Carolina
|
$35M
|
-$756K
|
-12,849
|
-2%
|
|
