|
101
|
Sandy Spring Bank
Olney,
Maryland
|
$32.5M
|
-$1.19M
|
-18,892
|
-4%
|
|
|
102
|
Charles Schwab
San Francisco,
California
|
$32.1M
|
+$29.7M
|
+470,361
|
New
|
|
|
103
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$31.7M
|
+$220K
|
+3,484
|
+0.8%
|
|
|
104
|
Twele Capital Management
Minnetonka,
Minnesota
|
$31.6M
|
-$1.75M
|
-27,697
|
-6%
|
|
|
105
|
TIAA FSB
Jacksonville,
Florida
|
$31.2M
|
-$3.97M
|
-62,897
|
-12%
|
|
|
106
|
United Capital Financial Advisors
Irving,
Texas
|
$31M
|
-$2.4M
|
-38,044
|
-8%
|
|
|
107
|
Geneos Wealth Management
Englewood,
Colorado
|
$30M
|
+$3.41M
|
+54,027
|
+13%
|
|
|
108
|
Bangor Savings Bank
Bangor,
Maine
|
$29.6M
|
-$231K
|
-3,666
|
-0.8%
|
|
|
109
|
Wealth Architects
Mountain View,
California
|
$29.2M
|
+$699K
|
+11,066
|
+3%
|
|
|
110
|
Lazard Asset Management
New York
|
$29.2M
|
-$6.79M
|
-107,517
|
-20%
|
|
|
111
|
Madison Asset Management
Madison,
Wisconsin
|
$28.9M
|
+$78.7K
|
+1,247
|
+0.3%
|
|
|
112
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$28.8M
|
-$2.42M
|
-38,252
|
-8%
|
|
|
113
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$28.4M
|
+$8.4M
|
+133,084
|
+47%
|
|
|
114
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28.3M
|
-$85.9M
|
-1,360,389
|
-76%
|
|
|
115
|
Conning Inc
Hartford,
Connecticut
|
$28.1M
|
–
|
–
|
–
|
|
|
116
|
Viridian RIA
Bothell,
Washington
|
$27.6M
|
+$5.17M
|
+81,884
|
+25%
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
$27.6M
|
+$1.94M
|
+30,803
|
+8%
|
|
|
118
|
Cetera Advisors
Denver,
Colorado
|
$27.4M
|
+$855K
|
+13,538
|
+3%
|
|
|
119
|
VOYA Investment Management
Atlanta,
Georgia
|
$26.8M
|
-$7.29M
|
-115,465
|
-23%
|
|
|
120
|
BOK Financial
Tulsa,
Oklahoma
|
$26.6M
|
-$2.25M
|
-35,680
|
-8%
|
|
|
121
|
Whittier Trust
South Pasadena,
California
|
$26.6M
|
+$1.39M
|
+21,998
|
+6%
|
|
|
122
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$26.5M
|
+$3M
|
+47,482
|
+14%
|
|
|
123
|
Private Vista
Chicago,
Illinois
|
$26.2M
|
-$1.13M
|
-17,943
|
-4%
|
|
|
124
|
Mission Wealth Management
Santa Barbara,
California
|
$26M
|
+$250K
|
+3,959
|
+1%
|
|
|
125
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$25.4M
|
+$23.5M
|
+371,971
|
New
|
|
