|
101
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$16.9M
|
-$828K
|
-5,215
|
-4%
|
|
|
102
|
Brickley Wealth Management
San Mateo,
California
|
$16.9M
|
-$89K
|
-560
|
-0.5%
|
|
|
103
|
Private Advisor Group
Morristown,
New Jersey
|
$16.9M
|
+$1.65M
|
+10,363
|
+10%
|
|
|
104
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$16.7M
|
+$9.09M
|
+57,197
|
+106%
|
|
|
105
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$16.3M
|
+$60K
|
+378
|
+0.3%
|
|
|
106
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$16.3M
|
+$270K
|
+1,699
|
+2%
|
|
|
107
|
Comerica Bank
Dallas,
Texas
|
$16M
|
+$526K
|
+3,314
|
+3%
|
|
|
108
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.8M
|
-$382K
|
-2,408
|
-2%
|
|
|
109
|
Studio Investment Management
Chicago,
Illinois
|
$14.2M
|
+$1.61M
|
+10,106
|
+11%
|
|
|
110
|
Partners in Financial Planning
Salem,
Virginia
|
$14.2M
|
+$2.3M
|
+14,458
|
+20%
|
|
|
111
|
Avior Wealth Management
Omaha,
Nebraska
|
$14M
|
+$37.6K
|
+237
|
+0.2%
|
|
|
112
|
Carlson Capital Management
Northfield,
Minnesota
|
$13.9M
|
-$579K
|
-3,643
|
-4%
|
|
|
113
|
Pasadena Private Wealth
Pasadena,
California
|
$13.7M
|
+$615K
|
+3,873
|
+4%
|
|
|
114
|
Relative Value Partners Group
|
$13.3M
|
+$961K
|
+6,048
|
+7%
|
|
|
115
|
University of Maryland Foundation
Adelphi,
Maryland
|
$13.1M
|
–
|
–
|
–
|
|
|
116
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.8M
|
+$1.3M
|
+8,201
|
+10%
|
|
|
117
|
Total Wealth Planning
Cincinnati,
Ohio
|
$12.8M
|
+$609K
|
+3,834
|
+4%
|
|
|
118
|
Fidelity Investments
Boston,
Massachusetts
|
$12.3M
|
-$136K
|
-859
|
-1%
|
|
|
119
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$12.1M
|
+$127K
|
+799
|
+1%
|
|
|
120
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$11.9M
|
-$27.8K
|
-175
|
-0.2%
|
|
|
121
|
Bartlett & Co
Cincinnati,
Ohio
|
$11.9M
|
-$27.8K
|
-175
|
-0.2%
|
|
|
122
|
Avion Wealth
The Woodlands,
Texas
|
$11.9M
|
+$521K
|
+3,279
|
+4%
|
|
|
123
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11.9M
|
+$255K
|
+1,606
|
+2%
|
|
|
124
|
EP Wealth Advisors
Torrance,
California
|
$11.9M
|
+$1.82M
|
+11,487
|
+16%
|
|
|
125
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.9M
|
+$817K
|
+5,145
|
+7%
|
|
