|
201
|
1900 Wealth Management
San Antonio,
Texas
|
$15.1M
|
-$2.17M
|
-17,889
|
-13%
|
|
|
202
|
First Foundation Advisors
Irvine,
California
|
$14.7M
|
+$171K
|
+1,410
|
+1%
|
|
|
203
|
Choreo LLC
Rockford,
Illinois
|
$14.7M
|
+$43.7K
|
+361
|
+0.3%
|
|
|
204
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$14.7M
|
+$9.96M
|
+82,299
|
+254%
|
|
|
205
|
Plancorp LLC
Saint Louis,
Missouri
|
$14.6M
|
-$2.17M
|
-17,947
|
-13%
|
|
|
206
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$14.4M
|
-$388K
|
-3,202
|
-3%
|
|
|
207
|
DDFG Inc
Thousand Oaks,
California
|
$14.4M
|
-$317K
|
-2,621
|
-2%
|
|
|
208
|
Boston Mountain Money Management
Bentonville,
Arkansas
|
$14.4M
|
-$278K
|
-2,297
|
-2%
|
|
|
209
|
Wealthspire Advisors (New York)
New York
|
$13.8M
|
-$364K
|
-3,004
|
-3%
|
|
|
210
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$13.7M
|
+$1.32M
|
+10,874
|
+12%
|
|
|
211
|
Elevate Wealth Advisory
Athens,
Georgia
|
$13.5M
|
+$242
|
+2
|
+0%
|
|
|
212
|
NWF Advisory Services
Los Angeles,
California
|
$13.4M
|
+$757K
|
+6,256
|
+6%
|
|
|
213
|
WBH Advisory
Baltimore,
Maryland
|
$13.3M
|
-$7.26K
|
-60
|
-0.1%
|
|
|
214
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$13.2M
|
-$62.6K
|
-517
|
-0.5%
|
|
|
215
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.1M
|
+$120K
|
+992
|
+1%
|
|
|
216
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$12.9M
|
-$328K
|
-2,708
|
-3%
|
|
|
217
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$12.8M
|
-$743K
|
-6,140
|
-6%
|
|
|
218
|
Farrow Financial
Randolph,
Vermont
|
$12.7M
|
-$82K
|
-677
|
-0.7%
|
|
|
219
|
King Wealth Management Group
Naples,
Florida
|
$12.3M
|
-$240K
|
-1,983
|
-2%
|
|
|
220
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.8M
|
+$15.3K
|
+126
|
+0.1%
|
|
|
221
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$11.8M
|
-$403K
|
-3,332
|
-3%
|
|
|
222
|
Freestone Capital Holdings
Seattle,
Washington
|
$11.7M
|
-$144K
|
-1,186
|
-1%
|
|
|
223
|
MAI Capital Management
Independence,
Ohio
|
$11.6M
|
+$40K
|
+330
|
+0.4%
|
|
|
224
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$11.5M
|
+$69.1K
|
+571
|
+0.6%
|
|
|
225
|
Waverly Advisors
Birmingham,
Alabama
|
$11.5M
|
+$147K
|
+1,216
|
+1%
|
|
