|
201
|
Moneywise Inc
Forest,
Virginia
|
$14.4M
|
+$3.54M
|
+30,834
|
+34%
|
|
|
202
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$14.1M
|
-$158K
|
-1,380
|
-1%
|
|
|
203
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$14M
|
-$57.3K
|
-499
|
-0.4%
|
|
|
204
|
Choreo LLC
Rockford,
Illinois
|
$14M
|
+$7.62M
|
+66,433
|
+130%
|
|
|
205
|
DDFG Inc
Thousand Oaks,
California
|
$13.9M
|
-$5.39K
|
-47
|
-0%
|
|
|
206
|
Boston Mountain Money Management
Bentonville,
Arkansas
|
$13.9M
|
-$34.3K
|
-299
|
-0.3%
|
|
|
207
|
First Foundation Advisors
Irvine,
California
|
$13.7M
|
-$683K
|
-5,954
|
-5%
|
|
|
208
|
Solano Wealth Management
Fairfield,
California
|
$13.5M
|
-$1.24M
|
-10,845
|
-9%
|
|
|
209
|
Wealthspire Advisors (New York)
New York
|
$13.4M
|
+$1.03M
|
+8,963
|
+9%
|
|
|
210
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$13.3M
|
+$33.5K
|
+292
|
+0.3%
|
|
|
211
|
ETF Portfolio Partners
Leawood,
Kansas
|
$12.9M
|
-$642K
|
-5,591
|
-5%
|
|
|
212
|
Beacon Financial Group
Dallas,
Texas
|
$12.8M
|
+$574
|
+5
|
+0%
|
|
|
213
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$12.8M
|
-$3.5M
|
-30,479
|
-22%
|
|
|
214
|
Elevate Wealth Advisory
Athens,
Georgia
|
$12.8M
|
+$765K
|
+6,662
|
+7%
|
|
|
215
|
WBH Advisory
Baltimore,
Maryland
|
$12.6M
|
-$14.5K
|
-126
|
-0.1%
|
|
|
216
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$12.6M
|
-$83.1K
|
-724
|
-0.7%
|
|
|
217
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$12.5M
|
-$1.81M
|
-15,793
|
-13%
|
|
|
218
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.3M
|
-$326K
|
-2,840
|
-3%
|
|
|
219
|
Farrow Financial
Randolph,
Vermont
|
$12.1M
|
+$349K
|
+3,042
|
+3%
|
|
|
220
|
NWF Advisory Services
Los Angeles,
California
|
$12M
|
+$783K
|
+6,823
|
+7%
|
|
|
221
|
Glenview Trust
Louisville,
Kentucky
|
$11.9M
|
+$53K
|
+462
|
+0.5%
|
|
|
222
|
King Wealth Management Group
Naples,
Florida
|
$11.9M
|
-$279K
|
-2,430
|
-2%
|
|
|
223
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$11.5M
|
-$858K
|
-7,476
|
-7%
|
|
|
224
|
KFA Private Wealth Group
Tysons,
Virginia
|
$11.2M
|
-$4.89M
|
-42,565
|
-31%
|
|
|
225
|
Freestone Capital Holdings
Seattle,
Washington
|
$11.2M
|
-$1.6M
|
-13,898
|
-13%
|
|
