|
101
|
Embree Financial Group
Chicago,
Illinois
|
$15.9M
|
+$795K
|
+2,055
|
+5%
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.8M
|
+$314K
|
+811
|
+2%
|
|
|
103
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$15.8M
|
+$10.8K
|
+28
|
+0.1%
|
|
|
104
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$15.8M
|
–
|
–
|
–
|
|
|
105
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$15.5M
|
-$2.73M
|
-7,055
|
-14%
|
|
|
106
|
United Capital Financial Advisors
Irving,
Texas
|
$15.5M
|
-$587K
|
-1,518
|
-3%
|
|
|
107
|
Wealthspire Advisors (New York)
New York
|
$15.3M
|
-$2.9M
|
-7,487
|
-15%
|
|
|
108
|
First Horizon Corporation
Memphis,
Tennessee
|
$15.3M
|
–
|
–
|
–
|
|
|
109
|
Kestra Advisory Services
Austin,
Texas
|
$15.3M
|
+$393K
|
+1,016
|
+3%
|
|
|
110
|
Moneywise Inc
Forest,
Virginia
|
$14.9M
|
+$291K
|
+753
|
+2%
|
|
|
111
|
|
$14.8M
|
+$44.5K
|
+115
|
+0.3%
|
|
|
112
|
WhitTier Trust Company
Reno,
Nevada
|
$14.3M
|
-$4.34M
|
-11,225
|
-23%
|
|
|
113
|
Hanover Advisors
Seneca,
South Carolina
|
$14.2M
|
-$54.2K
|
-140
|
-0.4%
|
|
|
114
|
Quantinno Capital Management
New York
|
$13.9M
|
+$801K
|
+2,070
|
+6%
|
|
|
115
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$13.7M
|
-$574K
|
-1,483
|
-4%
|
|
|
116
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.4M
|
-$2.43M
|
-6,288
|
-15%
|
|
|
117
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$13.4M
|
–
|
–
|
–
|
|
|
118
|
Allen Investment Management
New York
|
$13M
|
–
|
–
|
–
|
|
|
119
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$13M
|
-$672K
|
-1,737
|
-5%
|
|
|
120
|
Whittier Trust
South Pasadena,
California
|
$12.3M
|
+$4.33M
|
+11,200
|
+52%
|
|
|
121
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12M
|
-$343K
|
-887
|
-3%
|
|
|
122
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$11.6M
|
-$1.28M
|
-3,303
|
-10%
|
|
|
123
|
UMB Bank
Kansas City,
Missouri
|
$11.1M
|
-$330K
|
-853
|
-3%
|
|
|
124
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$11.1M
|
+$23.2K
|
+60
|
+0.2%
|
|
|
125
|
JVL Associates
Wyoming,
Michigan
|
$10.8M
|
–
|
–
|
–
|
|
