|
101
|
EP Wealth Advisors
Torrance,
California
|
$21.5M
|
+$7.87M
|
+145,273
|
+57%
|
|
|
102
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$21.4M
|
+$327K
|
+6,033
|
+2%
|
|
|
103
|
Lutz Financial Services
Omaha,
Nebraska
|
$21.3M
|
+$197K
|
+3,634
|
+0.9%
|
|
|
104
|
Lazard Asset Management
New York
|
$21.1M
|
–
|
–
|
–
|
|
|
105
|
Kestra Advisory Services
Austin,
Texas
|
$20.9M
|
+$6.81M
|
+125,801
|
+48%
|
|
|
106
|
Conning Inc
Hartford,
Connecticut
|
$20.6M
|
–
|
–
|
–
|
|
|
107
|
Dimension Capital Management
Coral Gables,
Florida
|
$20.6M
|
+$1.27M
|
+23,502
|
+7%
|
|
|
108
|
Disciplina Capital Management
Nashville,
Tennessee
|
$20.4M
|
-$7.12M
|
-131,446
|
-26%
|
|
|
109
|
Bray Capital Advisors
Naples,
Florida
|
$20.3M
|
+$11M
|
+203,355
|
+117%
|
|
|
110
|
Amtrust Financial Services
New York
|
$19.8M
|
–
|
–
|
–
|
|
|
111
|
Shufro Rose & Co
New York
|
$19.6M
|
-$22.6K
|
-417
|
-0.1%
|
|
|
112
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$19.6M
|
-$7.57M
|
-139,894
|
-28%
|
|
|
113
|
Bank of New York Mellon
New York
|
$19.6M
|
-$21.6M
|
-399,352
|
-52%
|
|
|
114
|
Equitable Trust
Nashville,
Tennessee
|
$18.8M
|
-$16.6M
|
-306,403
|
-47%
|
|
|
115
|
UMB Bank
Kansas City,
Missouri
|
$18.6M
|
+$712K
|
+13,147
|
+4%
|
|
|
116
|
Endurance Wealth Management
Providence,
Rhode Island
|
$18.6M
|
-$1.78M
|
-32,828
|
-9%
|
|
|
117
|
AE Wealth Management
Topeka,
Kansas
|
$18.3M
|
-$1.15M
|
-21,184
|
-6%
|
|
|
118
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$17.6M
|
+$703K
|
+12,991
|
+4%
|
|
|
119
|
Bartlett & Co
Cincinnati,
Ohio
|
$17.6M
|
+$703K
|
+12,991
|
+4%
|
|
|
120
|
Alley Company
Lake Forest,
Illinois
|
$17.4M
|
+$1.22M
|
+22,496
|
+7%
|
|
|
121
|
Hohimer Wealth Management
Seattle,
Washington
|
$17.2M
|
-$5.74M
|
-106,015
|
-25%
|
|
|
122
|
Raymond James Trust
St. Petersburg,
Florida
|
$17.1M
|
-$439K
|
-8,106
|
-2%
|
|
|
123
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$16.9M
|
+$458K
|
+8,468
|
+3%
|
|
|
124
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$16.8M
|
-$2.86M
|
-52,869
|
-14%
|
|
|
125
|
Nomura Asset Management
Tokyo,
Japan
|
$16.5M
|
–
|
–
|
–
|
|
