|
101
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$6.35M
|
-$16.2M
|
-72,456
|
-70%
|
|
|
102
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.26M
|
+$139K
|
+625
|
+2%
|
|
|
103
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$6.21M
|
-$280K
|
-1,256
|
-4%
|
|
|
104
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.15M
|
-$835K
|
-3,746
|
-11%
|
|
|
105
|
New York Life Investment Management
New York
|
$6.06M
|
+$6.55M
|
+29,378
|
New
|
|
|
106
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$5.91M
|
+$630K
|
+2,827
|
+11%
|
|
|
107
|
Atria Investments
Charlotte,
North Carolina
|
$5.89M
|
+$2.47M
|
+11,087
|
+64%
|
|
|
108
|
Corundum Group
Colorado Springs,
Colorado
|
$5.81M
|
+$4.39M
|
+19,691
|
+232%
|
|
|
109
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$5.81M
|
+$125K
|
+560
|
+2%
|
|
|
110
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$5.75M
|
-$19.6K
|
-88
|
-0.3%
|
|
|
111
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.73M
|
-$235K
|
-1,052
|
-4%
|
|
|
112
|
Heron Financial Group
New York
|
$5.65M
|
+$640K
|
+2,872
|
+12%
|
|
|
113
|
Comerica Bank
Dallas,
Texas
|
$5.35M
|
-$708K
|
-3,177
|
-11%
|
|
|
114
|
Whittier Trust
South Pasadena,
California
|
$5.32M
|
+$432K
|
+1,937
|
+8%
|
|
|
115
|
Sequent Asset Management
Houston,
Texas
|
$5.29M
|
–
|
–
|
–
|
|
|
116
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$5.23M
|
-$266K
|
-1,194
|
-4%
|
|
|
117
|
EP Wealth Advisors
Torrance,
California
|
$5.2M
|
+$425K
|
+1,907
|
+8%
|
|
|
118
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.06M
|
+$154K
|
+690
|
+3%
|
|
|
119
|
One Capital Management
Westlake Village,
California
|
$5.02M
|
+$644K
|
+2,889
|
+13%
|
|
|
120
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$4.87M
|
+$538K
|
+2,414
|
+11%
|
|
|
121
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$4.85M
|
-$6.69K
|
-30
|
-0.1%
|
|
|
122
|
Dowling & Yahnke
San Diego,
California
|
$4.73M
|
+$354K
|
+1,589
|
+7%
|
|
|
123
|
RGT Wealth Advisors
Dallas,
Texas
|
$4.68M
|
+$1.92M
|
+8,623
|
+61%
|
|
|
124
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.65M
|
-$517K
|
-2,319
|
-9%
|
|
|
125
|
AMI Asset Management
Los Angeles,
California
|
$4.63M
|
+$4.69M
|
+21,027
|
+1,479%
|
|
