|
101
|
Ferris Capital
Marlborough,
Massachusetts
|
$5.11M
|
–
|
–
|
–
|
|
|
102
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$5.08M
|
-$201K
|
-1,010
|
-3%
|
|
|
103
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.03M
|
+$937K
|
+4,718
|
+17%
|
|
|
104
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$4.89M
|
+$2.39M
|
+12,018
|
+64%
|
|
|
105
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.89M
|
+$114K
|
+575
|
+2%
|
|
|
106
|
EP Wealth Advisors
Torrance,
California
|
$4.81M
|
+$368K
|
+1,856
|
+6%
|
|
|
107
|
GW & Wade
Wellesley,
Massachusetts
|
$4.73M
|
+$2.71M
|
+13,656
|
+84%
|
|
|
108
|
William Blair & Company
Chicago,
Illinois
|
$4.71M
|
+$367K
|
+1,851
|
+7%
|
|
|
109
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$4.68M
|
-$653K
|
-3,288
|
-10%
|
|
|
110
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$4.58M
|
+$308K
|
+1,549
|
+6%
|
|
|
111
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4.54M
|
–
|
–
|
–
|
|
|
112
|
People's United Financial
Bridgeport,
Connecticut
|
$4.5M
|
+$618K
|
+3,111
|
+12%
|
|
|
113
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.34M
|
-$101K
|
-508
|
-2%
|
|
|
114
|
Geneva Capital Management
Milwaukee,
Wisconsin
|
$4.34M
|
+$5.45M
|
+27,428
|
New
|
|
|
115
|
RK Capital Management (Colorado)
Denver,
Colorado
|
$4.19M
|
+$4.25M
|
+21,400
|
+420%
|
|
|
116
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.15M
|
–
|
–
|
–
|
|
|
117
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.09M
|
-$3.94M
|
-19,824
|
-43%
|
|
|
118
|
Sequent Asset Management
Houston,
Texas
|
$4.07M
|
–
|
–
|
–
|
|
|
119
|
Corundum Group
Colorado Springs,
Colorado
|
$4.06M
|
-$97.3K
|
-490
|
-2%
|
|
|
120
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$4.04M
|
-$120K
|
-603
|
-3%
|
|
|
121
|
Comerica Bank
Dallas,
Texas
|
$4.01M
|
+$611K
|
+3,077
|
+15%
|
|
|
122
|
Powell Investment Advisors
Miami,
Florida
|
$3.94M
|
+$510K
|
+2,568
|
+11%
|
|
|
123
|
Avantax Advisory Services
Dallas,
Texas
|
$3.77M
|
+$3.8M
|
+19,126
|
+409%
|
|
|
124
|
Whittier Trust
South Pasadena,
California
|
$3.76M
|
-$57.6K
|
-290
|
-1%
|
|
|
125
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$3.76M
|
+$4.16M
|
+20,935
|
+744%
|
|
