|
101
|
Mission Wealth Management
Santa Barbara,
California
|
$9.08M
|
+$1.04M
|
+10,168
|
+14%
|
|
|
102
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$8.98M
|
+$8.64M
|
+84,515
|
New
|
|
|
103
|
Kera Capital Partners
San Jose,
California
|
$8.89M
|
+$778K
|
+7,611
|
+10%
|
|
|
104
|
Franklin Resources
San Mateo,
California
|
$8.84M
|
-$6.64K
|
-65
|
-0.1%
|
|
|
105
|
Summit Financial
Parsippany,
New Jersey
|
$8.48M
|
+$155K
|
+1,519
|
+2%
|
|
|
106
|
BOK Financial
Tulsa,
Oklahoma
|
$8.45M
|
+$803K
|
+7,857
|
+11%
|
|
|
107
|
Sentinel Wealth Management
Reston,
Virginia
|
$8.41M
|
-$14.7K
|
-144
|
-0.2%
|
|
|
108
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$8.27M
|
+$7.95M
|
+77,810
|
New
|
|
|
109
|
Symphony Financial
Houston,
Texas
|
$7.93M
|
+$364K
|
+3,566
|
+5%
|
|
|
110
|
Mutual Advisors
Omaha,
Nebraska
|
$7.83M
|
+$391K
|
+3,829
|
+5%
|
|
|
111
|
Aspiriant LLC
Los Angeles,
California
|
$7.7M
|
+$17.8K
|
+174
|
+0.2%
|
|
|
112
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.61M
|
+$1.88M
|
+18,372
|
+35%
|
|
|
113
|
Brown Advisory
Baltimore,
Maryland
|
$7.5M
|
-$855K
|
-8,368
|
-11%
|
|
|
114
|
Kanawha Capital Management
Richmond,
Virginia
|
$7.19M
|
+$233K
|
+2,282
|
+3%
|
|
|
115
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$7.15M
|
+$1.08M
|
+10,605
|
+17%
|
|
|
116
|
COFG Advisors
Oak Brook,
Illinois
|
$7.12M
|
+$1.66M
|
+16,211
|
+32%
|
|
|
117
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7.09M
|
+$1.26M
|
+12,345
|
+23%
|
|
|
118
|
Fidelity Investments
Boston,
Massachusetts
|
$7.08M
|
-$1.18M
|
-11,522
|
-15%
|
|
|
119
|
Curtis Advisory Group
Santa Barbara,
California
|
$7.01M
|
+$118K
|
+1,154
|
+2%
|
|
|
120
|
Golden Road Advisors
Tampa,
Florida
|
$6.69M
|
-$8.69K
|
-85
|
-0.1%
|
|
|
121
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.64M
|
-$343K
|
-3,357
|
-5%
|
|
|
122
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$6.47M
|
+$284K
|
+2,782
|
+5%
|
|
|
123
|
Venture Visionary Partners
Sylvania,
Ohio
|
$6.43M
|
+$6.18M
|
+60,461
|
New
|
|
|
124
|
Fidelis Capital Partners
Tampa,
Florida
|
$6.43M
|
–
|
–
|
–
|
|
|
125
|
William Blair & Company
Chicago,
Illinois
|
$6.2M
|
+$290K
|
+2,836
|
+5%
|
|
