|
201
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$14.2M
|
+$3.24M
|
+29,579
|
+30%
|
|
|
202
|
First Foundation Advisors
Irvine,
California
|
$14M
|
-$1M
|
-9,156
|
-7%
|
|
|
203
|
Catalyst Private Wealth
San Mateo,
California
|
$14M
|
+$1.88M
|
+17,162
|
+17%
|
|
|
204
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$14M
|
-$5.65M
|
-51,540
|
-30%
|
|
|
205
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$13.8M
|
-$128K
|
-1,168
|
-1%
|
|
|
206
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$13.6M
|
+$14.6K
|
+133
|
+0.1%
|
|
|
207
|
DDFG Inc
Thousand Oaks,
California
|
$13.5M
|
+$10.3K
|
+94
|
+0.1%
|
|
|
208
|
Boston Mountain Money Management
Bentonville,
Arkansas
|
$13.5M
|
+$12.8M
|
+116,986
|
New
|
|
|
209
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.3M
|
-$1.41M
|
-12,851
|
-10%
|
|
|
210
|
ETF Portfolio Partners
Leawood,
Kansas
|
$13.2M
|
-$528K
|
-4,819
|
-4%
|
|
|
211
|
Quadrature Capital
London,
United Kingdom
|
$13.1M
|
+$12.5M
|
+113,598
|
New
|
|
|
212
|
Squire Investment Management Company
Orem,
Utah
|
$12.9M
|
+$3.75M
|
+34,224
|
+44%
|
|
|
213
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$12.8M
|
-$79.1K
|
-721
|
-0.6%
|
|
|
214
|
Freestone Capital Holdings
Seattle,
Washington
|
$12.5M
|
+$2.17M
|
+19,785
|
+22%
|
|
|
215
|
Beacon Financial Group
Dallas,
Texas
|
$12.5M
|
+$703K
|
+6,406
|
+6%
|
|
|
216
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$12.3M
|
-$14.4K
|
-131
|
-0.1%
|
|
|
217
|
WBH Advisory
Baltimore,
Maryland
|
$12.3M
|
+$135K
|
+1,231
|
+1%
|
|
|
218
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.2M
|
-$283K
|
-2,581
|
-2%
|
|
|
219
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$12M
|
-$725K
|
-6,610
|
-6%
|
|
|
220
|
Wealthspire Advisors (New York)
New York
|
$12M
|
-$111K
|
-1,013
|
-1%
|
|
|
221
|
King Wealth Management Group
Naples,
Florida
|
$11.8M
|
-$99.3K
|
-905
|
-0.9%
|
|
|
222
|
Elevate Wealth Advisory
Athens,
Georgia
|
$11.6M
|
+$1.71M
|
+15,608
|
+18%
|
|
|
223
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$11.5M
|
-$909K
|
-8,292
|
-8%
|
|
|
224
|
Glenview Trust
Louisville,
Kentucky
|
$11.5M
|
+$415K
|
+3,784
|
+4%
|
|
|
225
|
Farrow Financial
Randolph,
Vermont
|
$11.4M
|
-$145K
|
-1,321
|
-1%
|
|
