|
101
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$6.61M
|
-$126K
|
-575
|
-2%
|
|
|
102
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$6.57M
|
+$9.19K
|
+42
|
+0.1%
|
|
|
103
|
Steward Partners Investment Advisory
New York
|
$6.51M
|
+$21.9K
|
+100
|
+0.3%
|
|
|
104
|
GW & Wade
Wellesley,
Massachusetts
|
$6.49M
|
-$200K
|
-916
|
-3%
|
|
|
105
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.33M
|
-$617K
|
-2,820
|
-9%
|
|
|
106
|
FSA Wealth Management
Needham,
Massachusetts
|
$6.21M
|
+$845K
|
+3,862
|
+16%
|
|
|
107
|
Avantax Advisory Services
Dallas,
Texas
|
$6.13M
|
+$4.52M
|
+20,661
|
+296%
|
|
|
108
|
AssetMark Inc
Concord,
California
|
$5.95M
|
-$701K
|
-3,201
|
-11%
|
|
|
109
|
One Capital Management
Westlake Village,
California
|
$5.94M
|
-$118K
|
-537
|
-2%
|
|
|
110
|
Corundum Group
Colorado Springs,
Colorado
|
$5.72M
|
–
|
–
|
–
|
|
|
111
|
Sequent Asset Management
Houston,
Texas
|
$5.7M
|
–
|
–
|
–
|
|
|
112
|
Hood River Capital Management
Palm Beach Gardens,
Florida
|
$5.7M
|
+$5.64M
|
+25,750
|
New
|
|
|
113
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.67M
|
+$390K
|
+1,780
|
+7%
|
|
|
114
|
Comerica Bank
Dallas,
Texas
|
$5.5M
|
+$1.02M
|
+4,674
|
+25%
|
|
|
115
|
EP Wealth Advisors
Torrance,
California
|
$5.33M
|
-$1.17M
|
-5,348
|
-18%
|
|
|
116
|
Whittier Trust
South Pasadena,
California
|
$5.1M
|
-$177K
|
-810
|
-3%
|
|
|
117
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$5.07M
|
-$80.8K
|
-369
|
-2%
|
|
|
118
|
Golden State Wealth Management
Santa Ana,
California
|
$4.89M
|
+$4.83M
|
+22,061
|
New
|
|
|
119
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$4.88M
|
+$147K
|
+672
|
+3%
|
|
|
120
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4.75M
|
-$23.6K
|
-108
|
-0.5%
|
|
|
121
|
Montecito Bank & Trust
Santa Barbara,
California
|
$4.73M
|
-$91.3K
|
-417
|
-2%
|
|
|
122
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$4.66M
|
-$278K
|
-1,271
|
-6%
|
|
|
123
|
Franklin Resources
San Mateo,
California
|
$4.56M
|
-$439K
|
-2,007
|
-9%
|
|
|
124
|
Dowling & Yahnke
San Diego,
California
|
$4.45M
|
-$33K
|
-151
|
-0.7%
|
|
|
125
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.4M
|
+$269K
|
+1,228
|
+7%
|
|
