|
101
|
UMB Bank
Kansas City,
Missouri
|
$14M
|
+$1.84M
|
+16,966
|
+16%
|
|
|
102
|
Curi RMB Capital
Chicago,
Illinois
|
$13.7M
|
+$600K
|
+5,549
|
+5%
|
|
|
103
|
SVB Wealth
Boston,
Massachusetts
|
$13.5M
|
+$5.18M
|
+47,879
|
+68%
|
|
|
104
|
Churchill Management
Los Angeles,
California
|
$13.3M
|
+$12.6M
|
+116,918
|
New
|
|
|
105
|
HUB Investment Partners
Austin,
Texas
|
$13.2M
|
+$653K
|
+6,033
|
+6%
|
|
|
106
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$12.9M
|
+$6.61M
|
+61,121
|
+118%
|
|
|
107
|
MAI Capital Management
Independence,
Ohio
|
$12.8M
|
-$212K
|
-1,959
|
-2%
|
|
|
108
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.2M
|
+$131K
|
+1,215
|
+1%
|
|
|
109
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$12.1M
|
-$611K
|
-5,649
|
-5%
|
|
|
110
|
Phoenix Financial
Givatayim,
Israel
|
$12M
|
+$11.4M
|
+105,321
|
New
|
|
|
111
|
Bank of New York Mellon
New York
|
$11.9M
|
-$2.91M
|
-26,863
|
-20%
|
|
|
112
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$11.8M
|
+$552K
|
+5,101
|
+5%
|
|
|
113
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$11.7M
|
-$317K
|
-2,926
|
-3%
|
|
|
114
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$11.6M
|
–
|
–
|
–
|
|
|
115
|
NorthRock Partners
Minneapolis,
Minnesota
|
$11.5M
|
-$167K
|
-1,542
|
-2%
|
|
|
116
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$11.2M
|
-$121K
|
-1,118
|
-1%
|
|
|
117
|
Wealthspire Advisors (New York)
New York
|
$11.2M
|
+$119K
|
+1,102
|
+1%
|
|
|
118
|
AssetMark Inc
Concord,
California
|
$10.8M
|
+$2.27M
|
+21,021
|
+28%
|
|
|
119
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.4M
|
+$71.3K
|
+659
|
+0.7%
|
|
|
120
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$10.4M
|
-$135K
|
-1,244
|
-1%
|
|
|
121
|
Occidental Asset Management
Burlingame,
California
|
$10.3M
|
+$157K
|
+1,453
|
+2%
|
|
|
122
|
Avior Wealth Management
Omaha,
Nebraska
|
$10.2M
|
-$3.85M
|
-35,616
|
-29%
|
|
|
123
|
EP Wealth Advisors
Torrance,
California
|
$10.1M
|
-$319K
|
-2,948
|
-3%
|
|
|
124
|
Waverly Advisors
Birmingham,
Alabama
|
$9.83M
|
+$70.8K
|
+654
|
+0.8%
|
|
|
125
|
Southern Capital Advisors
Jackson,
Tennessee
|
$9.73M
|
-$256K
|
-2,370
|
-3%
|
|
