|
101
|
Oak Family Advisors
Chicago,
Illinois
|
$12.5M
|
-$364K
|
-6,937
|
-3%
|
|
|
102
|
Pasadena Private Wealth
Pasadena,
California
|
$12.5M
|
+$6.18M
|
+117,851
|
+99%
|
|
|
103
|
Van Strum & Towne
San Francisco,
California
|
$12.3M
|
+$12.3M
|
+234,670
|
New
|
|
|
104
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$12.1M
|
+$465K
|
+8,873
|
+4%
|
|
|
105
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$12M
|
+$11.7M
|
+223,619
|
+4,124%
|
|
|
106
|
Verity Asset Management
Durham,
North Carolina
|
$11.9M
|
+$33.2K
|
+633
|
+0.3%
|
|
|
107
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$11.9M
|
+$215K
|
+4,098
|
+2%
|
|
|
108
|
Money Design
Tokyo,
Japan
|
$11.7M
|
+$3.54M
|
+67,400
|
+43%
|
|
|
109
|
Gradient Capital Advisors
San Diego,
California
|
$11.6M
|
+$522K
|
+9,953
|
+5%
|
|
|
110
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.3M
|
+$2.56M
|
+48,726
|
+29%
|
|
|
111
|
Gould Asset Management
Claremont,
California
|
$11.3M
|
+$1.29M
|
+24,516
|
+13%
|
|
|
112
|
Scotia Capital
Toronto,
Ontario, Canada
|
$11.2M
|
+$598K
|
+11,403
|
+6%
|
|
|
113
|
Truist Financial
Charlotte,
North Carolina
|
$11.1M
|
-$148K
|
-2,818
|
-1%
|
|
|
114
|
Bank of Stockton
Stockton,
California
|
$11.1M
|
+$1.01M
|
+19,225
|
+10%
|
|
|
115
|
JMG Financial Group
Downers Grove,
Illinois
|
$11M
|
+$247K
|
+4,717
|
+2%
|
|
|
116
|
Hoese & Co
Glencoe,
Minnesota
|
$10.7M
|
+$6.01M
|
+114,650
|
+129%
|
|
|
117
|
Apella Capital
West Hartford,
Connecticut
|
$10.2M
|
+$324K
|
+6,181
|
+3%
|
|
|
118
|
MML Investors Services
Springfield,
Massachusetts
|
$10.1M
|
+$1.71M
|
+32,563
|
+20%
|
|
|
119
|
Cabot Wealth Management
Salem,
Massachusetts
|
$10M
|
-$335K
|
-6,377
|
-3%
|
|
|
120
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$10M
|
+$262K
|
+4,988
|
+3%
|
|
|
121
|
Windham Capital Management
Boston,
Massachusetts
|
$10M
|
+$308K
|
+5,874
|
+3%
|
|
|
122
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.86M
|
-$370K
|
-7,055
|
-4%
|
|
|
123
|
Franklin Resources
San Mateo,
California
|
$9.77M
|
+$34.2K
|
+652
|
+0.4%
|
|
|
124
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$9.75M
|
+$464K
|
+8,838
|
+5%
|
|
|
125
|
Blume Capital Management
Berkeley,
California
|
$9.7M
|
-$11.9K
|
-227
|
-0.1%
|
|
