|
101
|
Bailard
Foster City,
California
|
$15.8M
|
+$1.06M
|
+19,782
|
+7%
|
|
|
102
|
First Horizon Advisors
Memphis,
Tennessee
|
$15.6M
|
+$957K
|
+17,790
|
+7%
|
|
|
103
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$15.6M
|
-$147K
|
-2,727
|
-1%
|
|
|
104
|
State Street
Boston,
Massachusetts
|
$15.4M
|
-$10.1M
|
-187,392
|
-40%
|
|
|
105
|
FC Advisory
West Chester,
Pennsylvania
|
$14.9M
|
+$147K
|
+2,735
|
+1%
|
|
|
106
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14.8M
|
+$4.49M
|
+83,387
|
+44%
|
|
|
107
|
Bell Bank
Fargo,
North Dakota
|
$14.6M
|
+$981K
|
+18,240
|
+7%
|
|
|
108
|
Elm Advisors
Burlingame,
California
|
$14.5M
|
+$49.2K
|
+915
|
+0.3%
|
|
|
109
|
Cedar Wealth Management
Walnut Creek,
California
|
$14.3M
|
-$713K
|
-13,263
|
-5%
|
|
|
110
|
Chesley Taft & Associates
Chicago,
Illinois
|
$14.1M
|
-$345K
|
-6,414
|
-2%
|
|
|
111
|
Highland Private Wealth Management
Bellevue,
Washington
|
$13.5M
|
-$439K
|
-8,170
|
-3%
|
|
|
112
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$13.5M
|
+$212K
|
+3,948
|
+2%
|
|
|
113
|
Aviance Capital Management
Sarasota,
Florida
|
$13.2M
|
-$1.32M
|
-24,541
|
-9%
|
|
|
114
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$13.2M
|
-$132K
|
-2,457
|
-1%
|
|
|
115
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$12.9M
|
-$360K
|
-6,699
|
-3%
|
|
|
116
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$12.8M
|
-$307K
|
-5,700
|
-2%
|
|
|
117
|
Suntrust Banks
Atlanta,
Georgia
|
$12.7M
|
+$1M
|
+18,645
|
+9%
|
|
|
118
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$12.6M
|
+$9.5M
|
+176,512
|
+326%
|
|
|
119
|
Henshaw Capital
Woburn,
Massachusetts
|
$12.6M
|
+$1.08M
|
+20,082
|
+10%
|
|
|
120
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$12.5M
|
+$4.86M
|
+90,255
|
+65%
|
|
|
121
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$11.8M
|
-$5.36M
|
-99,660
|
-32%
|
|
|
122
|
Natixis Advisors
Boston,
Massachusetts
|
$11.7M
|
-$1.27M
|
-23,621
|
-10%
|
|
|
123
|
Aspiriant LLC
Los Angeles,
California
|
$11.5M
|
-$10.5M
|
-195,357
|
-48%
|
|
|
124
|
Huntington National Bank
Columbus,
Ohio
|
$11.5M
|
–
|
–
|
–
|
|
|
125
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$11.2M
|
-$103K
|
-1,918
|
-0.9%
|
|
