|
101
|
TruWealth Advisors
Metairie,
Louisiana
|
$35.1M
|
+$33.2M
|
+583,056
|
New
|
|
|
102
|
Accredited Investors
Edina,
Minnesota
|
$35M
|
-$654K
|
-11,484
|
-2%
|
|
|
103
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$34.9M
|
+$33M
|
+579,628
|
New
|
|
|
104
|
One Wealth Advisors
San Francisco,
California
|
$34.8M
|
-$386K
|
-6,780
|
-1%
|
|
|
105
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$34.7M
|
+$32.8M
|
+575,592
|
New
|
|
|
106
|
CPWM LLC
Seattle,
Washington
|
$34.6M
|
-$586K
|
-10,292
|
-2%
|
|
|
107
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$34.2M
|
+$181K
|
+3,176
|
+0.6%
|
|
|
108
|
Montecito Bank & Trust
Santa Barbara,
California
|
$33.5M
|
-$1.11M
|
-19,448
|
-3%
|
|
|
109
|
Colony Group
Boston,
Massachusetts
|
$33.4M
|
+$766K
|
+13,452
|
+2%
|
|
|
110
|
Alera Investment Advisors
Deerfield,
Illinois
|
$33.3M
|
+$1.14M
|
+19,968
|
+4%
|
|
|
111
|
Calton & Associates
Tampa,
Florida
|
$33.2M
|
-$9.83M
|
-172,692
|
-24%
|
|
|
112
|
United Capital Financial Advisors
Irving,
Texas
|
$33.2M
|
+$1.14M
|
+20,004
|
+4%
|
|
|
113
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$33.1M
|
+$1.01M
|
+17,772
|
+3%
|
|
|
114
|
Financial Counselors Inc
Overland Park,
Kansas
|
$32.8M
|
-$969K
|
-17,016
|
-3%
|
|
|
115
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$32.7M
|
-$798K
|
-14,028
|
-3%
|
|
|
116
|
Avidian Wealth Enterprises
Houston,
Texas
|
$32.2M
|
-$2.38M
|
-41,752
|
-7%
|
|
|
117
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$32M
|
-$29.6M
|
-520,036
|
-50%
|
|
|
118
|
Flaharty Asset Management
Clearwater,
Florida
|
$31.9M
|
-$2.93M
|
-51,448
|
-9%
|
|
|
119
|
BOK Financial
Tulsa,
Oklahoma
|
$31.8M
|
-$1.1M
|
-19,392
|
-4%
|
|
|
120
|
|
$31.4M
|
+$29.3M
|
+513,988
|
+6,935%
|
|
|
121
|
NorthRock Partners
Minneapolis,
Minnesota
|
$31.2M
|
-$4.3M
|
-75,604
|
-13%
|
|
|
122
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$31.1M
|
-$1.83M
|
-32,068
|
-6%
|
|
|
123
|
Capital Planning Advisors
Roseville,
California
|
$30.3M
|
-$1.4M
|
-24,568
|
-5%
|
|
|
124
|
Hantz Financial Services
Southfield,
Michigan
|
$30.2M
|
-$189K
|
-3,328
|
-0.7%
|
|
|
125
|
Simmons Bank
Pine Bluff,
Arkansas
|
$30.2M
|
-$548K
|
-9,632
|
-2%
|
|
