|
201
|
Courier Capital
Buffalo,
New York
|
$19.1M
|
+$4.52K
|
+64
|
+0%
|
|
|
202
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$19M
|
+$305K
|
+4,316
|
+2%
|
|
|
203
|
Portland Global Advisors
Portland,
Maine
|
$18.8M
|
-$82.1K
|
-1,161
|
-0.5%
|
|
|
204
|
Credit Suisse
Zurich,
Switzerland
|
$18.6M
|
+$987K
|
+13,965
|
+6%
|
|
|
205
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$18.5M
|
-$338K
|
-4,776
|
-2%
|
|
|
206
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$18.3M
|
+$57.6K
|
+815
|
+0.3%
|
|
|
207
|
Allie Family Office
Miami,
Florida
|
$18.1M
|
-$131K
|
-1,847
|
-0.8%
|
|
|
208
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$18.1M
|
+$24.7M
|
+348,942
|
New
|
|
|
209
|
RVW Wealth
Los Angeles,
California
|
$18M
|
-$782K
|
-11,060
|
-4%
|
|
|
210
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17.9M
|
+$7.16M
|
+101,248
|
+74%
|
|
|
211
|
Brighton Jones LLC
Seattle,
Washington
|
$17.8M
|
-$111K
|
-1,568
|
-0.7%
|
|
|
212
|
Summit Trail Advisors
New York
|
$17.8M
|
-$638K
|
-9,027
|
-4%
|
|
|
213
|
Yeomans Consulting Group
Marietta,
Georgia
|
$17.7M
|
+$16.6M
|
+234,879
|
New
|
|
|
214
|
Financial & Tax Architects
St Louis,
Missouri
|
$17.4M
|
-$1.26M
|
-17,881
|
-7%
|
|
|
215
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$17.2M
|
+$2.91M
|
+41,174
|
+22%
|
|
|
216
|
Regis Management Company
Menlo Park,
California
|
$17.1M
|
–
|
–
|
–
|
|
|
217
|
Cornerstone Management
Duluth,
Georgia
|
$17M
|
+$110K
|
+1,557
|
+0.7%
|
|
|
218
|
Patton Fund Management
Dallas,
Texas
|
$16.8M
|
-$331K
|
-4,683
|
-2%
|
|
|
219
|
Steward Partners Investment Advisory
New York
|
$16.6M
|
+$626K
|
+8,864
|
+4%
|
|
|
220
|
Prosperity Planning
Kansas City,
Missouri
|
$16.5M
|
+$439K
|
+6,205
|
+3%
|
|
|
221
|
Belvedere Trading
Chicago,
Illinois
|
$16.4M
|
+$14.2M
|
+200,640
|
+1,179%
|
|
|
222
|
Callan Family Office
Radnor,
Pennsylvania
|
$16.4M
|
-$2.75M
|
-38,845
|
-15%
|
|
|
223
|
Vestor Capital
Chicago,
Illinois
|
$16.3M
|
+$158K
|
+2,233
|
+1%
|
|
|
224
|
Quest Investment Management
Lake Oswego,
Oregon
|
$16.3M
|
+$28.3K
|
+400
|
+0.2%
|
|
|
225
|
Equitable Holdings
New York
|
$16.1M
|
+$755K
|
+10,677
|
+5%
|
|
