|
101
|
Ameriprise
Minneapolis,
Minnesota
|
$16.3M
|
+$1.44M
|
+29,073
|
+9%
|
|
|
102
|
FC Advisory
West Chester,
Pennsylvania
|
$16.3M
|
-$144K
|
-2,906
|
-0.8%
|
|
|
103
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$16.1M
|
-$1.79M
|
-36,108
|
-9%
|
|
|
104
|
Whittier Trust
South Pasadena,
California
|
$15.8M
|
-$40.3K
|
-814
|
-0.2%
|
|
|
105
|
Chesley Taft & Associates
Chicago,
Illinois
|
$15.6M
|
-$101K
|
-2,035
|
-0.6%
|
|
|
106
|
Callan Capital
La Jolla,
California
|
$15.6M
|
-$118K
|
-2,385
|
-0.7%
|
|
|
107
|
Personal Capital Advisors
Redwood City,
California
|
$15.6M
|
+$1.46M
|
+29,485
|
+9%
|
|
|
108
|
OLIO Financial Planning
Mclean,
Virginia
|
$15.4M
|
-$2.79M
|
-56,434
|
-14%
|
|
|
109
|
SouthState Corp
Winter Haven,
Florida
|
$15.4M
|
-$758K
|
-15,323
|
-4%
|
|
|
110
|
Kestra Advisory Services
Austin,
Texas
|
$15.3M
|
+$2.24M
|
+45,335
|
+15%
|
|
|
111
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.3M
|
+$354K
|
+7,155
|
+2%
|
|
|
112
|
Brown Advisory
Baltimore,
Maryland
|
$15.1M
|
+$43.2K
|
+872
|
+0.3%
|
|
|
113
|
Falcon Wealth Planning
Ontario,
California
|
$15M
|
+$3.83M
|
+77,411
|
+30%
|
|
|
114
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$14.8M
|
-$3.06M
|
-61,913
|
-16%
|
|
|
115
|
Fullen Financial Group
Columbus,
Ohio
|
$14.5M
|
+$657K
|
+13,283
|
+4%
|
|
|
116
|
Aspiriant LLC
Los Angeles,
California
|
$14.2M
|
-$320K
|
-6,475
|
-2%
|
|
|
117
|
Rockefeller Capital Management
New York
|
$14.1M
|
+$784K
|
+15,838
|
+5%
|
|
|
118
|
Stone Asset Management
Austin,
Texas
|
$14M
|
+$1.18M
|
+23,815
|
+8%
|
|
|
119
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$13.9M
|
+$13.9M
|
+280,749
|
+882%
|
|
|
120
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$13.8M
|
+$968K
|
+19,560
|
+7%
|
|
|
121
|
Alta Advisers
London,
United Kingdom
|
$13.5M
|
-$391K
|
-7,891
|
-3%
|
|
|
122
|
Estate Counselors
Thiensville,
Wisconsin
|
$13.4M
|
+$893K
|
+18,035
|
+6%
|
|
|
123
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$13.2M
|
+$40.4K
|
+816
|
+0.3%
|
|
|
124
|
Citizens Financial Group
Providence,
Rhode Island
|
$13M
|
-$12.1M
|
-244,842
|
-45%
|
|
|
125
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$13M
|
+$896K
|
+18,107
|
+7%
|
|
