|
101
|
Phoenix Financial
Givatayim,
Israel
|
$12.5M
|
+$912K
|
+8,297
|
+8%
|
|
|
102
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.4M
|
-$4.32M
|
-39,339
|
-26%
|
|
|
103
|
MAI Capital Management
Independence,
Ohio
|
$12.4M
|
-$220
|
-2
|
-0%
|
|
|
104
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$12.3M
|
+$615K
|
+5,601
|
+5%
|
|
|
105
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$11.8M
|
+$381K
|
+3,471
|
+3%
|
|
|
106
|
Wealthspire Advisors (New York)
New York
|
$11.8M
|
+$988K
|
+8,989
|
+9%
|
|
|
107
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$11.3M
|
+$110K
|
+1,000
|
+1%
|
|
|
108
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$11.2M
|
-$71K
|
-646
|
-0.6%
|
|
|
109
|
NorthRock Partners
Minneapolis,
Minnesota
|
$11.1M
|
-$75K
|
-683
|
-0.7%
|
|
|
110
|
Pathstone Holdings
Englewood,
New Jersey
|
$11M
|
+$902K
|
+8,207
|
+9%
|
|
|
111
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$10.9M
|
+$3.88M
|
+35,284
|
+55%
|
|
|
112
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$10.8M
|
-$17.6K
|
-160
|
-0.2%
|
|
|
113
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$10.7M
|
-$6.87M
|
-62,506
|
-39%
|
|
|
114
|
Occidental Asset Management
Burlingame,
California
|
$10.3M
|
+$303K
|
+2,760
|
+3%
|
|
|
115
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$10.1M
|
+$2.22M
|
+20,175
|
+28%
|
|
|
116
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$10M
|
-$220
|
-2
|
-0%
|
|
|
117
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.74M
|
+$8.52M
|
+77,588
|
+725%
|
|
|
118
|
Southern Capital Advisors
Jackson,
Tennessee
|
$9.46M
|
+$55.9K
|
+509
|
+0.6%
|
|
|
119
|
Waverly Advisors
Birmingham,
Alabama
|
$9.45M
|
-$57.5K
|
-523
|
-0.6%
|
|
|
120
|
EP Wealth Advisors
Torrance,
California
|
$9.44M
|
-$300K
|
-2,729
|
-3%
|
|
|
121
|
Argent Trust Co
Nashville,
Tennessee
|
$9.34M
|
+$259K
|
+2,355
|
+3%
|
|
|
122
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$9.25M
|
+$3.49M
|
+31,801
|
+61%
|
|
|
123
|
Pegasus Partners
Mequon,
Wisconsin
|
$8.65M
|
+$892K
|
+8,122
|
+12%
|
|
|
124
|
XML Financial
Bethesda,
Maryland
|
$8.64M
|
+$512K
|
+4,664
|
+6%
|
|
|
125
|
WestHill Financial Advisors
San Rafael,
California
|
$8.39M
|
+$39.2K
|
+357
|
+0.5%
|
|
