|
76
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$20M
|
+$2.2M
|
+12,539
|
+12%
|
|
|
77
|
Comerica Bank
Dallas,
Texas
|
$19.9M
|
+$6.82M
|
+38,897
|
+55%
|
|
|
78
|
Latigo Investments
Fort Lauderdale,
Florida
|
$19.5M
|
+$92.5K
|
+527
|
+0.5%
|
|
|
79
|
|
$19.3M
|
-$173K
|
-986
|
-0.9%
|
|
|
80
|
Column Capital Advisors
Indianapolis,
Indiana
|
$18.8M
|
-$5.57M
|
-31,756
|
-23%
|
|
|
81
|
Wade Financial Advisory
Campbell,
California
|
$18.7M
|
–
|
–
|
–
|
|
|
82
|
Choreo LLC
Rockford,
Illinois
|
$18.6M
|
+$443K
|
+2,525
|
+2%
|
|
|
83
|
Bank of New York Mellon
New York
|
$18.2M
|
-$449K
|
-2,561
|
-2%
|
|
|
84
|
United Capital Financial Advisors
Irving,
Texas
|
$17.8M
|
-$1.66M
|
-9,451
|
-8%
|
|
|
85
|
Corient Private Wealth
Miami,
Florida
|
$17.6M
|
+$18.5M
|
+105,397
|
New
|
|
|
86
|
Baker Avenue Asset Management
San Francisco,
California
|
$17.3M
|
+$3M
|
+17,071
|
+21%
|
|
|
87
|
TD Capital Management
Memphis,
Tennessee
|
$16.7M
|
+$1.13M
|
+6,454
|
+7%
|
|
|
88
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.5M
|
+$882K
|
+5,030
|
+6%
|
|
|
89
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$16.3M
|
+$3.35M
|
+19,118
|
+26%
|
|
|
90
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$15.8M
|
+$5.9M
|
+33,626
|
+59%
|
|
|
91
|
Franklin Resources
San Mateo,
California
|
$15.5M
|
+$3.35M
|
+19,100
|
+27%
|
|
|
92
|
Callan Family Office
Radnor,
Pennsylvania
|
$15M
|
+$15.1M
|
+85,874
|
New
|
|
|
93
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.9M
|
+$513K
|
+2,926
|
+4%
|
|
|
94
|
SageView Advisory Group
Newport Beach,
California
|
$14.8M
|
+$14.9M
|
+85,106
|
New
|
|
|
95
|
Wealth Architects
Mountain View,
California
|
$14.5M
|
-$356K
|
-2,030
|
-2%
|
|
|
96
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$14.5M
|
+$14.6M
|
+83,075
|
New
|
|
|
97
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$14.2M
|
-$373K
|
-2,128
|
-3%
|
|
|
98
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$13.8M
|
+$13.6M
|
+77,735
|
+4,419%
|
|
|
99
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$13.7M
|
+$124K
|
+707
|
+0.9%
|
|
|
100
|
|
$13.5M
|
+$6.87M
|
+39,159
|
+102%
|
|
