|
101
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$24.7M
|
-$426K
|
-4,985
|
-2%
|
|
|
102
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$23.8M
|
+$8.87M
|
+103,855
|
+61%
|
|
|
103
|
Capital Fund Management (CFM)
Paris,
France
|
$23.3M
|
-$2.02M
|
-23,600
|
-8%
|
|
|
104
|
Foster & Motley
Cincinnati,
Ohio
|
$23.2M
|
+$1.82M
|
+21,304
|
+9%
|
|
|
105
|
Ally Financial
Detroit,
Michigan
|
$22.6M
|
–
|
–
|
–
|
|
|
106
|
Falcon Wealth Planning
Ontario,
California
|
$22.2M
|
+$1.45M
|
+16,997
|
+7%
|
|
|
107
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$21.7M
|
+$2.55M
|
+29,811
|
+13%
|
|
|
108
|
JMG Financial Group
Downers Grove,
Illinois
|
$21.4M
|
+$357K
|
+4,182
|
+2%
|
|
|
109
|
Capital Investment Advisors
Atlanta,
Georgia
|
$21.2M
|
+$649K
|
+7,591
|
+3%
|
|
|
110
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$21.2M
|
+$597K
|
+6,982
|
+3%
|
|
|
111
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$21M
|
+$2.57M
|
+30,032
|
+14%
|
|
|
112
|
Community Trust & Investment
Versailles,
Kentucky
|
$21M
|
+$2.37M
|
+27,769
|
+13%
|
|
|
113
|
Citadel Advisors
Miami,
Florida
|
$20.8M
|
+$20.4M
|
+238,606
|
+10,865%
|
|
|
114
|
Whelan Financial
Fresno,
California
|
$20.7M
|
-$122K
|
-1,427
|
-0.6%
|
|
|
115
|
Pacific Capital Wealth Advisors
Corona,
California
|
$20.7M
|
-$159K
|
-1,859
|
-0.8%
|
|
|
116
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$20M
|
-$492K
|
-5,760
|
-2%
|
|
|
117
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$20M
|
-$319K
|
-3,733
|
-2%
|
|
|
118
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$19.8M
|
-$322K
|
-3,767
|
-2%
|
|
|
119
|
Comerica Bank
Dallas,
Texas
|
$19.6M
|
-$7.98M
|
-93,403
|
-29%
|
|
|
120
|
Glenview Trust
Louisville,
Kentucky
|
$19.1M
|
+$2.15M
|
+25,122
|
+13%
|
|
|
121
|
Truist Financial
Charlotte,
North Carolina
|
$19.1M
|
-$1.52M
|
-17,806
|
-7%
|
|
|
122
|
Becker Capital Management
Portland,
Oregon
|
$19M
|
+$1.52M
|
+17,740
|
+9%
|
|
|
123
|
Tanglewood Wealth Management
Houston,
Texas
|
$18.4M
|
+$4.86M
|
+56,907
|
+36%
|
|
|
124
|
Victory Capital Management
San Antonio,
Texas
|
$18M
|
-$29.2M
|
-342,292
|
-62%
|
|
|
125
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$17.6M
|
+$496K
|
+5,808
|
+3%
|
|
