|
201
|
Painted Porch Advisors
Santa Barbara,
California
|
$20.6M
|
+$1.17M
|
+14,591
|
+6%
|
|
|
202
|
Cornerstone Management
Duluth,
Georgia
|
$20M
|
-$2.2M
|
-27,356
|
-10%
|
|
|
203
|
|
$19.9M
|
+$1.66M
|
+20,693
|
+10%
|
|
|
204
|
Allie Family Office
Miami,
Florida
|
$19.7M
|
-$140K
|
-1,745
|
-0.7%
|
|
|
205
|
Financial & Tax Architects
St Louis,
Missouri
|
$19.3M
|
-$410K
|
-5,094
|
-2%
|
|
|
206
|
Prosperity Planning
Kansas City,
Missouri
|
$19.3M
|
+$228K
|
+2,836
|
+1%
|
|
|
207
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$19.3M
|
-$340K
|
-4,224
|
-2%
|
|
|
208
|
Avantax Advisory Services
Dallas,
Texas
|
$19.3M
|
+$319K
|
+3,968
|
+2%
|
|
|
209
|
Unique Wealth
Clearwater,
Florida
|
$19.3M
|
+$4.34M
|
+53,877
|
+31%
|
|
|
210
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$19.2M
|
+$14.9M
|
+185,542
|
+41%
|
|
|
211
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$19.2M
|
-$105K
|
-1,299
|
-0.6%
|
|
|
212
|
Mondrian Investment Partners
London,
United Kingdom
|
$19.1M
|
+$15.2M
|
+189,381
|
+479%
|
|
|
213
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$19M
|
-$20.2K
|
-251
|
-0.1%
|
|
|
214
|
Brighton Jones LLC
Seattle,
Washington
|
$18.8M
|
-$1.06M
|
-13,188
|
-6%
|
|
|
215
|
RVW Wealth
Los Angeles,
California
|
$18.4M
|
-$325K
|
-4,041
|
-2%
|
|
|
216
|
Lazard Asset Management
New York
|
$18.1M
|
-$33.7M
|
-418,456
|
-66%
|
|
|
217
|
Personal CFO Solutions
Chester,
New Jersey
|
$18.1M
|
-$1.27M
|
-15,775
|
-7%
|
|
|
218
|
Steward Partners Investment Advisory
New York
|
$17.8M
|
+$1.26M
|
+15,658
|
+8%
|
|
|
219
|
Concurrent Investment Advisors
Tampa,
Florida
|
$17.8M
|
+$15.6M
|
+194,390
|
+1,057%
|
|
|
220
|
Parallel Advisors
San Francisco,
California
|
$17.7M
|
+$516K
|
+6,408
|
+3%
|
|
|
221
|
US Financial Advisors
Braintree,
Massachusetts
|
$17.7M
|
+$282K
|
+3,504
|
+2%
|
|
|
222
|
Patton Fund Management
Dallas,
Texas
|
$17.6M
|
-$567K
|
-7,053
|
-3%
|
|
|
223
|
Atria Investments
Charlotte,
North Carolina
|
$17.6M
|
-$26M
|
-323,235
|
-61%
|
|
|
224
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$17.5M
|
-$3.38M
|
-42,055
|
-17%
|
|
|
225
|
Park Avenue Securities
New York
|
$17.5M
|
-$71.5K
|
-889
|
-0.4%
|
|
