|
201
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$46.9M
|
–
|
–
|
–
|
|
|
202
|
|
$46.8M
|
-$242K
|
-3,238
|
-0.5%
|
|
|
203
|
|
$46.5M
|
+$6.07M
|
+81,186
|
+15%
|
|
|
204
|
Brickley Wealth Management
San Mateo,
California
|
$46.1M
|
+$66.8K
|
+893
|
+0.1%
|
|
|
205
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$46M
|
-$5.89M
|
-78,805
|
-11%
|
|
|
206
|
Davenport & Co
Richmond,
Virginia
|
$45.9M
|
+$3.11M
|
+41,624
|
+7%
|
|
|
207
|
Atria Investments
Charlotte,
North Carolina
|
$45.6M
|
+$358K
|
+4,794
|
+0.8%
|
|
|
208
|
Cambridge Associates
Boston,
Massachusetts
|
$45.3M
|
-$6.62M
|
-88,490
|
-13%
|
|
|
209
|
Financial Counselors Inc
Overland Park,
Kansas
|
$45.2M
|
+$5.51M
|
+73,735
|
+14%
|
|
|
210
|
Marcum Wealth
Cleveland,
Ohio
|
$45.1M
|
-$349K
|
-4,666
|
-0.8%
|
|
|
211
|
BOK Financial Private Wealth
Denver,
Colorado
|
$45M
|
+$991K
|
+13,249
|
+2%
|
|
|
212
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$44.8M
|
+$3.03M
|
+40,519
|
+7%
|
|
|
213
|
Rockbridge Investment Management
Syracuse,
New York
|
$43.7M
|
+$988K
|
+13,210
|
+2%
|
|
|
214
|
Colony Family Offices
Charlotte,
North Carolina
|
$43.6M
|
+$231K
|
+3,093
|
+0.5%
|
|
|
215
|
Pacific Capital Wealth Advisors
Corona,
California
|
$43.4M
|
-$3.73M
|
-49,906
|
-8%
|
|
|
216
|
Waddell & Associates
Memphis,
Tennessee
|
$42.9M
|
+$1.12M
|
+14,958
|
+3%
|
|
|
217
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$42.8M
|
+$384K
|
+5,132
|
+0.9%
|
|
|
218
|
Bank of Hawaii
Honolulu,
Hawaii
|
$42.4M
|
–
|
–
|
–
|
|
|
219
|
Disciplina Capital Management
Nashville,
Tennessee
|
$42.1M
|
+$1.63M
|
+21,863
|
+4%
|
|
|
220
|
Starr Indemnity & Liability Company
New York
|
$41.8M
|
–
|
–
|
–
|
|
|
221
|
Parcion Private Wealth
Bellevue,
Washington
|
$41.7M
|
+$41.2M
|
+551,208
|
New
|
|
|
222
|
RMR Wealth Builders
Montclair,
New Jersey
|
$41.3M
|
+$916K
|
+12,245
|
+2%
|
|
|
223
|
Miracle Mile Advisors
Los Angeles,
California
|
$40.8M
|
-$3.1M
|
-41,467
|
-7%
|
|
|
224
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$40.4M
|
-$517K
|
-6,914
|
-1%
|
|
|
225
|
Fusion Family Wealth
Woodbury,
New York
|
$40.2M
|
+$3.74M
|
+49,982
|
+10%
|
|
