|
101
|
TownSquare Capital
Provo,
Utah
|
$28.2M
|
+$4.96M
|
+38,060
|
+21%
|
|
|
102
|
Lido Advisors
Los Angeles,
California
|
$28.1M
|
+$3.29M
|
+25,193
|
+13%
|
|
|
103
|
Pacific Capital Wealth Advisors
Corona,
California
|
$28.1M
|
+$2.2M
|
+16,877
|
+8%
|
|
|
104
|
Berkeley Capital Partners
Milton,
Georgia
|
$28M
|
+$175K
|
+1,344
|
+0.6%
|
|
|
105
|
Venture Visionary Partners
Sylvania,
Ohio
|
$27.8M
|
+$6.52K
|
+50
|
+0%
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$27.5M
|
+$1.81M
|
+13,908
|
+7%
|
|
|
107
|
DeDora Capital
Napa,
California
|
$27M
|
-$191K
|
-1,465
|
-0.7%
|
|
|
108
|
United Services Automobile Association
San Antonio,
Texas
|
$27M
|
-$326K
|
-2,499
|
-1%
|
|
|
109
|
Rebalance
Palo Alto,
California
|
$26.5M
|
-$2.29M
|
-17,550
|
-8%
|
|
|
110
|
GSG Advisors
Mount Laurel,
New Jersey
|
$26.4M
|
+$119K
|
+914
|
+0.4%
|
|
|
111
|
Focus Partners Wealth
Boston,
Massachusetts
|
$26.3M
|
+$1.31M
|
+10,025
|
+5%
|
|
|
112
|
Focused Wealth Management
Newburgh,
New York
|
$26.3M
|
+$90.4K
|
+693
|
+0.3%
|
|
|
113
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$26.2M
|
-$376K
|
-2,886
|
-1%
|
|
|
114
|
Washington Trust
Westerly,
Rhode Island
|
$26M
|
-$1.19M
|
-9,136
|
-4%
|
|
|
115
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$25.9M
|
+$3.65M
|
+28,018
|
+16%
|
|
|
116
|
New England Asset Management
Farmington,
Connecticut
|
$25.8M
|
+$287K
|
+2,200
|
+1%
|
|
|
117
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$25.5M
|
–
|
–
|
–
|
|
|
118
|
Comerica Bank
Dallas,
Texas
|
$25.5M
|
-$433K
|
-3,318
|
-2%
|
|
|
119
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$25.3M
|
+$59.2K
|
+454
|
+0.2%
|
|
|
120
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$25.2M
|
-$220K
|
-1,688
|
-0.8%
|
|
|
121
|
IFG Advisory
Atlanta,
Georgia
|
$24.9M
|
-$70.2K
|
-538
|
-0.3%
|
|
|
122
|
Arkos Global Advisors
Houston,
Texas
|
$24.7M
|
-$370K
|
-2,835
|
-1%
|
|
|
123
|
|
$24.4M
|
+$4.54M
|
+34,817
|
+22%
|
|
|
124
|
Montis Financial
Waltham,
Massachusetts
|
$24.3M
|
-$208K
|
-1,596
|
-0.8%
|
|
|
125
|
Holt Capital Partners
Fort Worth,
Texas
|
$24.3M
|
-$322K
|
-2,473
|
-1%
|
|
