|
101
|
|
$10.6M
|
+$173K
|
+1,900
|
+2%
|
|
|
102
|
|
$10.5M
|
+$3.46K
|
+38
|
+0%
|
|
|
103
|
Petix & Botte Financial
La Mesa,
California
|
$10.5M
|
+$10.5M
|
+115,260
|
New
|
|
|
104
|
Capital One National Association
New York
|
$10.3M
|
+$10.3M
|
+113,269
|
New
|
|
|
105
|
Fagan Associates
Troy,
New York
|
$10.3M
|
+$9.49M
|
+104,098
|
+1,179%
|
|
|
106
|
Global Retirement Partners
San Rafael,
California
|
$10.3M
|
+$539K
|
+5,912
|
+6%
|
|
|
107
|
Equitable Holdings
New York
|
$10.1M
|
+$10.1M
|
+110,629
|
New
|
|
|
108
|
Cordant Inc
Portland,
Oregon
|
$10.1M
|
+$10M
|
+110,114
|
New
|
|
|
109
|
Davenport & Co
Richmond,
Virginia
|
$9.62M
|
+$1.87M
|
+20,472
|
+24%
|
|
|
110
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$9.51M
|
+$9.5M
|
+104,176
|
New
|
|
|
111
|
Waverly Advisors
Birmingham,
Alabama
|
$9.49M
|
+$670K
|
+7,344
|
+8%
|
|
|
112
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.47M
|
+$200K
|
+2,195
|
+2%
|
|
|
113
|
Lazard Asset Management
New York
|
$9.4M
|
–
|
–
|
–
|
|
|
114
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$9.29M
|
+$824K
|
+9,042
|
+10%
|
|
|
115
|
AdvicePeriod
Los Angeles,
California
|
$9.23M
|
+$7.74M
|
+84,846
|
+526%
|
|
|
116
|
Coastline Trust
Providence,
Rhode Island
|
$9.22M
|
+$54.3K
|
+595
|
+0.6%
|
|
|
117
|
TCF National Bank
Sioux Falls,
South Dakota
|
$9.04M
|
+$164K
|
+1,802
|
+2%
|
|
|
118
|
Johanson Financial Advisors
Campbell,
California
|
$8.93M
|
+$73.3M
|
+804,190
|
+6,975%
|
|
|
119
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.79M
|
-$1.97M
|
-21,587
|
-18%
|
|
|
120
|
Norway Savings Bank
Portland,
Maine
|
$8.74M
|
+$182K
|
+1,992
|
+2%
|
|
|
121
|
United Capital Financial Advisors
Irving,
Texas
|
$8.65M
|
+$1.82M
|
+19,946
|
+27%
|
|
|
122
|
Wealthfront Advisers
Palo Alto,
California
|
$8.59M
|
-$247K
|
-2,705
|
-3%
|
|
|
123
|
AJ Wealth Strategies
New York
|
$8.56M
|
+$834K
|
+9,149
|
+11%
|
|
|
124
|
Whittier Trust
South Pasadena,
California
|
$8.44M
|
-$396K
|
-4,348
|
-4%
|
|
|
125
|
Berkeley Capital Partners
Milton,
Georgia
|
$8.44M
|
+$187K
|
+2,047
|
+2%
|
|
