|
101
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14.2M
|
+$2.89M
|
+9,192
|
+24%
|
|
|
102
|
Focus Financial Network
Minneapolis,
Minnesota
|
$14.2M
|
+$336K
|
+1,068
|
+2%
|
|
|
103
|
LMCG Investments
Boston,
Massachusetts
|
$14.2M
|
-$1.32M
|
-4,197
|
-8%
|
|
|
104
|
Payne Capital Management
New York
|
$14M
|
+$272K
|
+866
|
+2%
|
|
|
105
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$13.4M
|
-$1.09M
|
-3,479
|
-7%
|
|
|
106
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.1M
|
+$1.5M
|
+4,763
|
+12%
|
|
|
107
|
|
$12.9M
|
+$1.45M
|
+4,628
|
+12%
|
|
|
108
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.9M
|
-$2.71M
|
-8,607
|
-17%
|
|
|
109
|
FC Advisory
West Chester,
Pennsylvania
|
$12.8M
|
+$183K
|
+582
|
+1%
|
|
|
110
|
Veery Capital
Wilmington,
Delaware
|
$12.4M
|
+$385K
|
+1,225
|
+3%
|
|
|
111
|
UMB Bank
Kansas City,
Missouri
|
$12.4M
|
-$716K
|
-2,279
|
-5%
|
|
|
112
|
Garde Capital
Seattle,
Washington
|
$12.3M
|
-$30.5K
|
-97
|
-0.2%
|
|
|
113
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$12.2M
|
+$45.6K
|
+145
|
+0.4%
|
|
|
114
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$12M
|
-$229K
|
-730
|
-2%
|
|
|
115
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$11.6M
|
+$2.5M
|
+7,960
|
+26%
|
|
|
116
|
Adventist Health System West
Roseville,
California
|
$11.5M
|
–
|
–
|
–
|
|
|
117
|
Mercer Global Advisors
Denver,
Colorado
|
$11.5M
|
+$65.7K
|
+209
|
+0.6%
|
|
|
118
|
Atomi Financial Group
New York
|
$11.5M
|
+$1.2M
|
+3,814
|
+11%
|
|
|
119
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.4M
|
+$2.31M
|
+7,355
|
+24%
|
|
|
120
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$11.3M
|
+$2.99M
|
+9,503
|
+34%
|
|
|
121
|
Ocean Park Asset Management
Santa Monica,
California
|
$11M
|
-$5.26M
|
-16,738
|
-31%
|
|
|
122
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$10.9M
|
+$94.3K
|
+300
|
+0.8%
|
|
|
123
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$10.9M
|
+$204K
|
+650
|
+2%
|
|
|
124
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$10.9M
|
-$569K
|
-1,810
|
-5%
|
|
|
125
|
Peak Retirement Planning
Columbus,
Ohio
|
$10.8M
|
+$6.08M
|
+19,354
|
+118%
|
|
