|
201
|
Circle Wealth Management
Summit,
New Jersey
|
$20.8M
|
–
|
–
|
–
|
|
|
202
|
E.S. Barr & Co
Lexington,
Kentucky
|
$20.8M
|
–
|
–
|
–
|
|
|
203
|
Harvey Investment Company
Louisville,
Kentucky
|
$20.8M
|
-$736K
|
-1
|
-3%
|
|
|
204
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$20.8M
|
-$24.3M
|
-33
|
-50%
|
|
|
205
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$20.1M
|
–
|
–
|
–
|
|
|
206
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$20.1M
|
–
|
–
|
–
|
|
|
207
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$20.1M
|
+$1.47M
|
+2
|
+8%
|
|
|
208
|
HB Wealth Management
Atlanta,
Georgia
|
$19.4M
|
-$7.36M
|
-10
|
-27%
|
|
|
209
|
Kestra Advisory Services
Austin,
Texas
|
$19.4M
|
–
|
–
|
–
|
|
|
210
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.4M
|
–
|
–
|
–
|
|
|
211
|
Sunesis Advisors
Overland Park,
Kansas
|
$19.4M
|
+$3.68M
|
+5
|
+23%
|
|
|
212
|
Regions Financial Corp
Birmingham,
Alabama
|
$18.7M
|
–
|
–
|
–
|
|
|
213
|
Plan A Wealth
Lincoln,
Nebraska
|
$18M
|
-$2.95M
|
-4
|
-14%
|
|
|
214
|
AllianceBernstein
Nashville,
Tennessee
|
$17.4M
|
–
|
–
|
–
|
|
|
215
|
IEQ Capital
Foster City,
California
|
$17.2M
|
-$10.3M
|
-14
|
-37%
|
|
|
216
|
BigSur Wealth Management
Miami,
Florida
|
$17.2M
|
-$5.15M
|
-7
|
-23%
|
|
|
217
|
Concurrent Investment Advisors
Tampa,
Florida
|
$17.2M
|
–
|
–
|
–
|
|
|
218
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$17.2M
|
–
|
–
|
–
|
|
|
219
|
Davenport & Co
Richmond,
Virginia
|
$17.2M
|
–
|
–
|
–
|
|
|
220
|
|
$17.2M
|
–
|
–
|
–
|
|
|
221
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.2M
|
–
|
–
|
–
|
|
|
222
|
Brighton Jones LLC
Seattle,
Washington
|
$17.2M
|
+$17.7M
|
+24
|
New
|
|
|
223
|
Patten Group
Chattanooga,
Tennessee
|
$17.2M
|
+$17.7M
|
+24
|
New
|
|
|
224
|
Spinnaker Investment Group
Newport Beach,
California
|
$16.5M
|
-$7.36M
|
-10
|
-30%
|
|
|
225
|
Locust Wood Capital Advisers
New York
|
$16.5M
|
-$736K
|
-1
|
-4%
|
|
