|
101
|
Creative Planning
Overland Park,
Kansas
|
$9.07M
|
-$3.16M
|
-12,084
|
-25%
|
|
|
102
|
Regis Management Company
Menlo Park,
California
|
$9M
|
–
|
–
|
–
|
|
|
103
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8.84M
|
-$34.3K
|
-131
|
-0.4%
|
|
|
104
|
Comerica Bank
Dallas,
Texas
|
$8.8M
|
-$1.18M
|
-4,489
|
-12%
|
|
|
105
|
MML Investors Services
Springfield,
Massachusetts
|
$8.44M
|
+$528K
|
+2,018
|
+6%
|
|
|
106
|
Cetera Advisor Networks
El Segundo,
California
|
$8.26M
|
-$267K
|
-1,020
|
-3%
|
|
|
107
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$8.24M
|
–
|
–
|
–
|
|
|
108
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$8M
|
+$34.3K
|
+131
|
+0.4%
|
|
|
109
|
American Portfolios Advisors
Holbrook,
New York
|
$7.81M
|
+$60K
|
+229
|
+0.8%
|
|
|
110
|
Intelligence Driven Advisers
Carlsbad,
California
|
$7.8M
|
-$183K
|
-698
|
-2%
|
|
|
111
|
Fiduciary Trust
Boston,
Massachusetts
|
$7.62M
|
-$84.3K
|
-322
|
-1%
|
|
|
112
|
JVL Associates
Wyoming,
Michigan
|
$7.6M
|
-$1.05K
|
-4
|
-0%
|
|
|
113
|
WhitTier Trust Company
Reno,
Nevada
|
$6.98M
|
–
|
–
|
–
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$6.85M
|
-$13.1K
|
-50
|
-0.2%
|
|
|
115
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.58M
|
-$947K
|
-3,619
|
-13%
|
|
|
116
|
Whittier Trust
South Pasadena,
California
|
$6.48M
|
–
|
–
|
–
|
|
|
117
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.44M
|
–
|
–
|
–
|
|
|
118
|
Simmons Bank
Pine Bluff,
Arkansas
|
$6.35M
|
-$1.03M
|
-3,916
|
-14%
|
|
|
119
|
Fidelity Investments
Boston,
Massachusetts
|
$6.26M
|
+$321K
|
+1,225
|
+5%
|
|
|
120
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$6.26M
|
+$60.2K
|
+230
|
+0.9%
|
|
|
121
|
Running Point Capital Advisors
El Segundo,
California
|
$6.25M
|
–
|
–
|
–
|
|
|
122
|
Goldstein Munger & Associates
San Ramon,
California
|
$6.11M
|
-$137K
|
-523
|
-2%
|
|
|
123
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$6.1M
|
-$231K
|
-884
|
-4%
|
|
|
124
|
Lido Advisors
Los Angeles,
California
|
$5.73M
|
-$150K
|
-572
|
-2%
|
|
|
125
|
Ascent Wealth Partners
New Hartford,
New York
|
$5.54M
|
-$466K
|
-1,780
|
-8%
|
|
