|
201
|
Regis Management Company
Menlo Park,
California
|
$13.3M
|
-$68.6K
|
-1,100
|
-0.5%
|
|
|
202
|
Cornerstone Management
Duluth,
Georgia
|
$13.1M
|
+$1.5M
|
+23,991
|
+11%
|
|
|
203
|
Patton Fund Management
Dallas,
Texas
|
$13.1M
|
+$219K
|
+3,510
|
+2%
|
|
|
204
|
Quest Investment Management
Lake Oswego,
Oregon
|
$13M
|
+$397K
|
+6,372
|
+3%
|
|
|
205
|
Monterey Private Wealth
Monterey,
California
|
$12.7M
|
-$1.13M
|
-18,176
|
-7%
|
|
|
206
|
Prism Advisors
Studio City,
California
|
$12.6M
|
-$2.75M
|
-44,190
|
-16%
|
|
|
207
|
UMB Bank
Kansas City,
Missouri
|
$12.4M
|
-$1.84M
|
-29,480
|
-12%
|
|
|
208
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$12.4M
|
-$2.88M
|
-46,185
|
-17%
|
|
|
209
|
TIAA FSB
Jacksonville,
Florida
|
$12.3M
|
-$1.26M
|
-20,235
|
-8%
|
|
|
210
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$12.3M
|
+$708K
|
+11,360
|
+5%
|
|
|
211
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.3M
|
-$1.57M
|
-25,192
|
-10%
|
|
|
212
|
Evercore Wealth Management
New York
|
$12.2M
|
-$1.1M
|
-17,674
|
-8%
|
|
|
213
|
Steward Partners Investment Advisory
New York
|
$12.1M
|
-$615K
|
-9,874
|
-4%
|
|
|
214
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$12.1M
|
-$14M
|
-224,986
|
Closed
|
|
|
215
|
United Capital Financial Advisors
Irving,
Texas
|
$11.8M
|
+$495K
|
+7,941
|
+4%
|
|
|
216
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$11.8M
|
+$538K
|
+8,626
|
+4%
|
|
|
217
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$11.7M
|
+$1.24M
|
+19,828
|
+10%
|
|
|
218
|
Crestone Asset Management
Boulder,
Colorado
|
$11.7M
|
-$1.87M
|
-29,989
|
-13%
|
|
|
219
|
Lido Advisors
Los Angeles,
California
|
$11.7M
|
-$515K
|
-8,257
|
-4%
|
|
|
220
|
Freestone Capital Holdings
Seattle,
Washington
|
$11.6M
|
-$659K
|
-10,570
|
-5%
|
|
|
221
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
$11.4M
|
+$11.7K
|
+188
|
+0.1%
|
|
|
222
|
IEQ Capital
Foster City,
California
|
$11.3M
|
+$2.04M
|
+32,662
|
+19%
|
|
|
223
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.3M
|
-$2.55M
|
-40,932
|
-17%
|
|
|
224
|
Dupont Capital Management
Wilmington,
Delaware
|
$11.1M
|
-$27.5M
|
-441,401
|
-69%
|
|
|
225
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$11M
|
+$7.99M
|
+128,182
|
+187%
|
|
