|
126
|
Insight Wealth Strategies
San Ramon,
California
|
$17.5M
|
+$643K
|
+6,921
|
+4%
|
|
|
127
|
Act Two Investors
Santa Cruz,
California
|
$17.3M
|
+$1.83M
|
+19,669
|
+12%
|
|
|
128
|
Blue Edge Capital
Richmond,
Virginia
|
$16.7M
|
+$166K
|
+1,792
|
+1%
|
|
|
129
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$16.6M
|
+$12.3M
|
+132,393
|
+288%
|
|
|
130
|
Presidio Capital Management
San Diego,
California
|
$16.6M
|
+$784K
|
+8,442
|
+5%
|
|
|
131
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$16.5M
|
+$7.52M
|
+80,946
|
+85%
|
|
|
132
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$16.3M
|
-$249K
|
-2,675
|
-2%
|
|
|
133
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$16.2M
|
+$15.8M
|
+170,031
|
+5,360%
|
|
|
134
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$16.1M
|
-$4.22M
|
-45,434
|
-21%
|
|
|
135
|
Equitable Holdings
New York
|
$16M
|
-$1.16M
|
-12,451
|
-7%
|
|
|
136
|
|
$16M
|
–
|
–
|
–
|
|
|
137
|
Bank of New York Mellon
New York
|
$15.9M
|
+$3.04M
|
+32,749
|
+24%
|
|
|
138
|
TD Private Client Wealth
New York
|
$15.7M
|
-$125K
|
-1,343
|
-0.8%
|
|
|
139
|
III Capital Management
Boca Raton,
Florida
|
$15.4M
|
-$46.8M
|
-503,708
|
-75%
|
|
|
140
|
Avantax Advisory Services
Dallas,
Texas
|
$15.4M
|
+$1.9M
|
+20,414
|
+14%
|
|
|
141
|
Summit Asset Management
Memphis,
Tennessee
|
$15.3M
|
+$986K
|
+10,616
|
+7%
|
|
|
142
|
Madison Asset Management
Madison,
Wisconsin
|
$15.2M
|
–
|
–
|
–
|
|
|
143
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$15.2M
|
+$13M
|
+139,925
|
+634%
|
|
|
144
|
First Foundation Advisors
Irvine,
California
|
$15.2M
|
+$2.07M
|
+22,286
|
+16%
|
|
|
145
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.2M
|
+$1.82M
|
+19,616
|
+14%
|
|
|
146
|
Steward Partners Investment Advisory
New York
|
$15M
|
+$9.96M
|
+107,248
|
+203%
|
|
|
147
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.7M
|
+$4.88M
|
+52,537
|
+50%
|
|
|
148
|
GDS Wealth Management
Flower Mound,
Texas
|
$14.6M
|
+$2.32M
|
+24,941
|
+19%
|
|
|
149
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$14.4M
|
+$832K
|
+8,955
|
+6%
|
|
|
150
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$14.4M
|
–
|
–
|
–
|
|
