|
101
|
GW & Wade
Wellesley,
Massachusetts
|
$21.2M
|
-$201K
|
-8,060
|
-0.9%
|
|
|
102
|
Citadel Advisors
Miami,
Florida
|
$20.5M
|
+$20.4M
|
+817,068
|
New
|
|
|
103
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$19.4M
|
-$238K
|
-9,544
|
-1%
|
|
|
104
|
Berkshire Money Management
Dalton,
Massachusetts
|
$18.8M
|
-$55.3M
|
-2,215,456
|
-75%
|
|
|
105
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$18.4M
|
–
|
–
|
–
|
|
|
106
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$18M
|
+$3.06M
|
+122,600
|
+21%
|
|
|
107
|
Montecito Bank & Trust
Santa Barbara,
California
|
$17.9M
|
-$1.56M
|
-62,584
|
-8%
|
|
|
108
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$17.8M
|
–
|
–
|
–
|
|
|
109
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$16.8M
|
-$947K
|
-37,908
|
-5%
|
|
|
110
|
Boston Advisors
Boston,
Massachusetts
|
$16.7M
|
-$14.2M
|
-568,560
|
-46%
|
|
|
111
|
BOK Financial
Tulsa,
Oklahoma
|
$16.6M
|
+$139K
|
+5,552
|
+0.8%
|
|
|
112
|
SignatureFD
Atlanta,
Georgia
|
$16.5M
|
+$1.01M
|
+40,648
|
+7%
|
|
|
113
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$16.5M
|
+$1.04M
|
+41,652
|
+7%
|
|
|
114
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$16.2M
|
+$8.65M
|
+346,400
|
+116%
|
|
|
115
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$15.3M
|
–
|
–
|
–
|
|
|
116
|
Timber Hill
Greenwich,
Connecticut
|
$15.2M
|
+$15.2M
|
+607,272
|
New
|
|
|
117
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$14.7M
|
-$256K
|
-10,256
|
-2%
|
|
|
118
|
Brighton Jones LLC
Seattle,
Washington
|
$14.7M
|
-$1.43M
|
-57,200
|
-9%
|
|
|
119
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$14.2M
|
-$240K
|
-9,620
|
-2%
|
|
|
120
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$13.8M
|
+$3.2K
|
+128
|
+0%
|
|
|
121
|
Fulton Bank
Lancaster,
Pennsylvania
|
$13.7M
|
+$1.66M
|
+66,332
|
+14%
|
|
|
122
|
First Business Financial Services
Madison,
Wisconsin
|
$13.7M
|
+$86.6K
|
+3,468
|
+0.6%
|
|
|
123
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$13.7M
|
-$585K
|
-23,444
|
-4%
|
|
|
124
|
Intersect Capital
San Ramon,
California
|
$13.6M
|
-$455K
|
-18,216
|
-3%
|
|
|
125
|
MAI Capital Management
Independence,
Ohio
|
$13.4M
|
+$1.07M
|
+42,940
|
+9%
|
|
