|
226
|
First Foundation Advisors
Irvine,
California
|
$11.8M
|
-$220K
|
-1,703
|
-2%
|
|
|
227
|
King Wealth Management Group
Naples,
Florida
|
$11.8M
|
-$148K
|
-1,149
|
-1%
|
|
|
228
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$11.8M
|
-$535K
|
-4,150
|
-4%
|
|
|
229
|
Waverly Advisors
Birmingham,
Alabama
|
$11.7M
|
-$355K
|
-2,758
|
-3%
|
|
|
230
|
Choreo LLC
Rockford,
Illinois
|
$11.6M
|
-$1.74M
|
-13,530
|
-12%
|
|
|
231
|
Strategic Equity Management
Tucson,
Arizona
|
$11.6M
|
+$618K
|
+4,791
|
+5%
|
|
|
232
|
Glenview Trust
Louisville,
Kentucky
|
$11.5M
|
+$572K
|
+4,435
|
+5%
|
|
|
233
|
Solano Wealth Investment Advisors
Fairfield,
California
|
$11.4M
|
-$1.19M
|
-9,216
|
-9%
|
|
|
234
|
MAI Capital Management
Independence,
Ohio
|
$11.4M
|
+$679K
|
+5,271
|
+6%
|
|
|
235
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$11.4M
|
-$1.03M
|
-7,953
|
-8%
|
|
|
236
|
Rockefeller Capital Management
New York
|
$11.4M
|
+$3.75M
|
+29,118
|
+45%
|
|
|
237
|
Wade Financial Advisory
Campbell,
California
|
$11.3M
|
+$931K
|
+7,224
|
+8%
|
|
|
238
|
Asset Dedication LLC
San Francisco,
California
|
$11.2M
|
-$2.35M
|
-18,226
|
-17%
|
|
|
239
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$11.2M
|
+$5.71M
|
+44,273
|
+94%
|
|
|
240
|
Family Management
New York
|
$11.1M
|
+$158K
|
+1,226
|
+1%
|
|
|
241
|
Freestone Capital Holdings
Seattle,
Washington
|
$11M
|
-$229K
|
-1,779
|
-2%
|
|
|
242
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$10.9M
|
+$823K
|
+6,388
|
+8%
|
|
|
243
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$10.9M
|
+$6.92M
|
+53,703
|
+150%
|
|
|
244
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$10.8M
|
+$109K
|
+849
|
+1%
|
|
|
245
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$10.5M
|
+$105K
|
+816
|
+1%
|
|
|
246
|
Clearstead Advisors
Cleveland,
Ohio
|
$10.3M
|
+$224K
|
+1,740
|
+2%
|
|
|
247
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$10.3M
|
-$65K
|
-504
|
-0.6%
|
|
|
248
|
Satovsky Asset Management
New York
|
$10.2M
|
-$127K
|
-988
|
-1%
|
|
|
249
|
Rollins Financial Advisors
New York City,
New York
|
$10.2M
|
-$575K
|
-4,463
|
-5%
|
|
|
250
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$10.1M
|
-$1.23M
|
-9,544
|
-10%
|
|
