|
101
|
Marks Wealth
Annapolis,
Maryland
|
$20.2M
|
+$4.36M
|
+86,145
|
+27%
|
|
|
102
|
Weatherly Asset Management
Del Mar,
California
|
$20.1M
|
+$149K
|
+2,944
|
+0.7%
|
|
|
103
|
McCarthy Asset Management
Redwood Shores,
California
|
$19.3M
|
+$629K
|
+12,435
|
+3%
|
|
|
104
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$19.1M
|
+$2.71M
|
+53,671
|
+17%
|
|
|
105
|
HighTower Advisors
Chicago,
Illinois
|
$18.9M
|
+$2.87M
|
+56,665
|
+18%
|
|
|
106
|
Albion Financial Group
Salt Lake City,
Utah
|
$18.7M
|
+$415K
|
+8,212
|
+2%
|
|
|
107
|
Symphony Financial
Houston,
Texas
|
$18.6M
|
-$3.53M
|
-69,799
|
-16%
|
|
|
108
|
Franklin Resources
San Mateo,
California
|
$18.5M
|
-$2.09M
|
-41,399
|
-10%
|
|
|
109
|
Summit Wealth Partners
Orlando,
Florida
|
$18.5M
|
+$1.42M
|
+28,058
|
+8%
|
|
|
110
|
Cresset Asset Management
Chicago,
Illinois
|
$18.3M
|
+$10.3M
|
+203,701
|
+129%
|
|
|
111
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$18M
|
+$2.12M
|
+41,932
|
+13%
|
|
|
112
|
Neuberger Berman Group
New York
|
$18M
|
+$147K
|
+2,903
|
+0.8%
|
|
|
113
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$17.8M
|
+$3.28M
|
+64,898
|
+23%
|
|
|
114
|
West Oak Capital
Westlake Village,
California
|
$17.5M
|
-$234K
|
-4,620
|
-1%
|
|
|
115
|
John W. Brooker & Co
Oakland,
California
|
$17.5M
|
+$190K
|
+3,752
|
+1%
|
|
|
116
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$17.2M
|
-$12.5M
|
-246,318
|
-42%
|
|
|
117
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$17M
|
+$17M
|
+336,557
|
New
|
|
|
118
|
UMB Bank
Kansas City,
Missouri
|
$16.8M
|
+$1.74M
|
+34,362
|
+11%
|
|
|
119
|
TMD Wealth Management
Scottsdale,
Arizona
|
$16.8M
|
+$16.8M
|
+332,111
|
New
|
|
|
120
|
Thomasville National Bank
Thomasville,
Georgia
|
$16.7M
|
-$309K
|
-6,101
|
-2%
|
|
|
121
|
CPWM LLC
Seattle,
Washington
|
$16.6M
|
–
|
–
|
–
|
|
|
122
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$16.6M
|
+$1.9M
|
+37,526
|
+13%
|
|
|
123
|
Roberts Wealth Advisors
Palo Alto,
California
|
$16.5M
|
-$57.7K
|
-1,140
|
-0.3%
|
|
|
124
|
Scotia Capital
Toronto,
Ontario, Canada
|
$15.9M
|
+$2.16M
|
+42,699
|
+16%
|
|
|
125
|
Frontier Wealth Management
Kansas City,
Missouri
|
$15.8M
|
+$361K
|
+7,127
|
+2%
|
|
