|
101
|
Franklin Resources
San Mateo,
California
|
$21.3M
|
–
|
–
|
–
|
|
|
102
|
Choreo LLC
Rockford,
Illinois
|
$20.9M
|
-$1.1M
|
-4,806
|
-5%
|
|
|
103
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$20.6M
|
-$562K
|
-2,456
|
-3%
|
|
|
104
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.8M
|
+$367K
|
+1,602
|
+2%
|
|
|
105
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.6M
|
+$349K
|
+1,526
|
+2%
|
|
|
106
|
Bristlecone Advisors
Bellevue,
Washington
|
$19.3M
|
+$15.3M
|
+66,865
|
+486%
|
|
|
107
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$19.1M
|
–
|
–
|
–
|
|
|
108
|
SPC Financial Inc
Rockville,
Maryland
|
$19M
|
-$457K
|
-1,998
|
-2%
|
|
|
109
|
Kennicott Capital Management
Corte Madera,
California
|
$18.9M
|
-$1.2M
|
-5,239
|
-6%
|
|
|
110
|
Wealth Architects
Mountain View,
California
|
$18.1M
|
-$414K
|
-1,809
|
-2%
|
|
|
111
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$17.8M
|
-$446K
|
-1,951
|
-3%
|
|
|
112
|
Truist Financial
Charlotte,
North Carolina
|
$17.8M
|
-$1.26M
|
-5,504
|
-7%
|
|
|
113
|
Pinnacle Associates
New York
|
$17.7M
|
+$19K
|
+83
|
+0.1%
|
|
|
114
|
Fountainhead AM
Warren,
New Jersey
|
$16.6M
|
+$2.72M
|
+11,892
|
+21%
|
|
|
115
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$16.6M
|
+$229
|
+1
|
+0%
|
|
|
116
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$16.2M
|
-$663K
|
-2,898
|
-4%
|
|
|
117
|
WhitTier Trust Company
Reno,
Nevada
|
$15.9M
|
-$60.6K
|
-265
|
-0.4%
|
|
|
118
|
Naples Global Advisors
Naples,
Florida
|
$15.9M
|
-$146K
|
-640
|
-1%
|
|
|
119
|
Horizons Wealth Management
Asheville,
North Carolina
|
$15.7M
|
–
|
–
|
–
|
|
|
120
|
United Capital Financial Advisors
Irving,
Texas
|
$15M
|
-$216K
|
-945
|
-1%
|
|
|
121
|
Financial Management Professionals
Austin,
Texas
|
$14.4M
|
+$214K
|
+937
|
+2%
|
|
|
122
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$14.4M
|
+$204K
|
+890
|
+2%
|
|
|
123
|
Royal Fund Management
Lady Lake,
Florida
|
$14.4M
|
+$22K
|
+96
|
+0.2%
|
|
|
124
|
CX Institutional
Auburn,
Indiana
|
$14.2M
|
-$534K
|
-2,334
|
-4%
|
|
|
125
|
Empirical Wealth Management
Seattle,
Washington
|
$13.8M
|
-$645K
|
-2,820
|
-5%
|
|
