|
101
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$25.7M
|
–
|
–
|
–
|
|
|
102
|
Lido Advisors
Los Angeles,
California
|
$24.4M
|
+$456K
|
+4,285
|
+2%
|
|
|
103
|
One Capital Management
Westlake Village,
California
|
$24.4M
|
+$24M
|
+225,866
|
New
|
|
|
104
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$24.2M
|
+$339K
|
+3,188
|
+1%
|
|
|
105
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$24.1M
|
-$257K
|
-2,413
|
-1%
|
|
|
106
|
Central Trust Company
Jefferson City,
Missouri
|
$24M
|
+$9.22M
|
+86,617
|
+64%
|
|
|
107
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$23.8M
|
-$63.7K
|
-599
|
-0.3%
|
|
|
108
|
|
$23.6M
|
–
|
–
|
–
|
|
|
109
|
Act Wealth Management
Plano,
Texas
|
$23.5M
|
+$662K
|
+6,221
|
+3%
|
|
|
110
|
Highland Financial Advisors
Wayne,
New Jersey
|
$23.3M
|
+$5.63M
|
+52,922
|
+33%
|
|
|
111
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$23.3M
|
-$1.34M
|
-12,600
|
-6%
|
|
|
112
|
Venture Visionary Partners
Sylvania,
Ohio
|
$23.1M
|
+$85.9K
|
+807
|
+0.4%
|
|
|
113
|
CVS Health
Woonsocket,
Rhode Island
|
$23M
|
–
|
–
|
–
|
|
|
114
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$22.8M
|
-$156K
|
-1,462
|
-0.7%
|
|
|
115
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$22.6M
|
+$419K
|
+3,940
|
+2%
|
|
|
116
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$22.1M
|
+$4.08M
|
+38,308
|
+23%
|
|
|
117
|
Focused Wealth Management
Newburgh,
New York
|
$22.1M
|
+$147K
|
+1,382
|
+0.7%
|
|
|
118
|
Ratio Wealth Group
Denver,
Colorado
|
$21.5M
|
+$1.29M
|
+12,170
|
+7%
|
|
|
119
|
Holt Capital Partners
Fort Worth,
Texas
|
$21.4M
|
+$10.2M
|
+96,275
|
+95%
|
|
|
120
|
Montis Financial
Waltham,
Massachusetts
|
$21.1M
|
+$2.94M
|
+27,651
|
+17%
|
|
|
121
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$21.1M
|
-$13.4M
|
-125,485
|
-39%
|
|
|
122
|
Bank of New York Mellon
New York
|
$21M
|
-$924K
|
-8,688
|
-4%
|
|
|
123
|
Iron Horse Wealth Management
Johston,
Iowa
|
$21M
|
+$12.4M
|
+116,479
|
+151%
|
|
|
124
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.9M
|
+$2.78M
|
+26,119
|
+16%
|
|
|
125
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$20.6M
|
-$137K
|
-1,288
|
-0.7%
|
|
