|
201
|
Circle Wealth Management
Summit,
New Jersey
|
$21.7M
|
–
|
–
|
–
|
|
|
202
|
E.S. Barr & Co
Lexington,
Kentucky
|
$21.7M
|
–
|
–
|
–
|
|
|
203
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$21.7M
|
–
|
–
|
–
|
|
|
204
|
Harvey Investment Company
Louisville,
Kentucky
|
$21M
|
-$721K
|
-1
|
-3%
|
|
|
205
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$21M
|
–
|
–
|
–
|
|
|
206
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$21M
|
–
|
–
|
–
|
|
|
207
|
HB Wealth Management
Atlanta,
Georgia
|
$20.2M
|
–
|
–
|
–
|
|
|
208
|
Sunesis Advisors
Overland Park,
Kansas
|
$20.2M
|
–
|
–
|
–
|
|
|
209
|
BigSur Wealth Management
Miami,
Florida
|
$20.2M
|
+$2.16M
|
+3
|
+13%
|
|
|
210
|
IEQ Capital
Foster City,
California
|
$20.2M
|
+$2.16M
|
+3
|
+13%
|
|
|
211
|
Zuckerman Investment Group
Chicago,
Illinois
|
$20.2M
|
+$4.33M
|
+6
|
+29%
|
|
|
212
|
Regions Financial Corp
Birmingham,
Alabama
|
$19.5M
|
–
|
–
|
–
|
|
|
213
|
Clearstead Advisors
Cleveland,
Ohio
|
$19.5M
|
+$5.05M
|
+7
|
+37%
|
|
|
214
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.2M
|
+$2.88M
|
+4
|
+18%
|
|
|
215
|
Millennium Management
New York
|
$18.7M
|
-$5.77M
|
-8
|
-24%
|
|
|
216
|
Kestra Advisory Services
Austin,
Texas
|
$18.7M
|
-$1.44M
|
-2
|
-7%
|
|
|
217
|
NewEdge Advisors
New Orleans,
Louisiana
|
$18.7M
|
-$1.44M
|
-2
|
-7%
|
|
|
218
|
Plan A Wealth
Lincoln,
Nebraska
|
$18.7M
|
–
|
–
|
–
|
|
|
219
|
Brighton Jones LLC
Seattle,
Washington
|
$18M
|
–
|
–
|
–
|
|
|
220
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$18M
|
–
|
–
|
–
|
|
|
221
|
Davenport & Co
Richmond,
Virginia
|
$18M
|
–
|
–
|
–
|
|
|
222
|
|
$18M
|
–
|
–
|
–
|
|
|
223
|
Patten Group
Chattanooga,
Tennessee
|
$18M
|
–
|
–
|
–
|
|
|
224
|
Caprock Group
Boise,
Idaho
|
$18M
|
+$721K
|
+1
|
+4%
|
|
|
225
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.2M
|
-$721K
|
-1
|
-4%
|
|
