|
201
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$18.7M
|
-$9.76K
|
-115
|
-0%
|
|
|
202
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$18.7M
|
-$62.3K
|
-734
|
-0.3%
|
|
|
203
|
Hamilton Wealth
Encino,
California
|
$18.5M
|
-$150K
|
-1,762
|
-0.7%
|
|
|
204
|
JSF Financial
Los Angeles,
California
|
$18.5M
|
+$2.5M
|
+29,440
|
+14%
|
|
|
205
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$18.3M
|
+$122K
|
+1,438
|
+0.6%
|
|
|
206
|
MGO One Seven
Beachwood,
Ohio
|
$18.3M
|
+$2.16M
|
+25,457
|
+12%
|
|
|
207
|
CPA Asset Management
West Palm Beach,
Florida
|
$18.2M
|
+$347K
|
+4,085
|
+2%
|
|
|
208
|
BCWM LLC
Overland Park,
Kansas
|
$18.2M
|
+$359K
|
+4,226
|
+2%
|
|
|
209
|
US Bancorp
Minneapolis,
Minnesota
|
$18.1M
|
-$404K
|
-4,754
|
-2%
|
|
|
210
|
EP Wealth Advisors
Torrance,
California
|
$17.7M
|
+$15.4M
|
+181,770
|
+347%
|
|
|
211
|
Sterling Financial Planning
Sparta,
New Jersey
|
$17.6M
|
-$137K
|
-1,611
|
-0.7%
|
|
|
212
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$17.5M
|
+$2.01M
|
+23,653
|
+11%
|
|
|
213
|
Private Advisor Group
Morristown,
New Jersey
|
$17.3M
|
-$181K
|
-2,131
|
-0.9%
|
|
|
214
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$17.2M
|
-$470K
|
-5,537
|
-2%
|
|
|
215
|
|
$17.2M
|
+$1.81M
|
+21,361
|
+10%
|
|
|
216
|
UMB Bank
Kansas City,
Missouri
|
$17.1M
|
-$1.7M
|
-19,980
|
-8%
|
|
|
217
|
Advisory Services Network
Atlanta,
Georgia
|
$17M
|
+$684K
|
+8,062
|
+4%
|
|
|
218
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$16.9M
|
+$914K
|
+10,767
|
+5%
|
|
|
219
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$16.9M
|
+$934K
|
+11,007
|
+5%
|
|
|
220
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$16.7M
|
-$444K
|
-5,229
|
-2%
|
|
|
221
|
Fielder Capital Group
Nashville,
Tennessee
|
$16.5M
|
-$242K
|
-2,847
|
-1%
|
|
|
222
|
Forza Wealth Management
Sarasota,
Florida
|
$16.4M
|
+$1.65M
|
+19,448
|
+10%
|
|
|
223
|
First American Trust
Santa Ana,
California
|
$16.2M
|
-$4.64M
|
-54,696
|
-20%
|
|
|
224
|
Quest Investment Management
Lake Oswego,
Oregon
|
$16.1M
|
–
|
–
|
–
|
|
|
225
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$16M
|
-$540K
|
-6,363
|
-3%
|
|
