|
101
|
Pegasus Partners
Mequon,
Wisconsin
|
$7.01M
|
+$1.53M
|
+8,469
|
+30%
|
|
|
102
|
Regis Management Company
Menlo Park,
California
|
$6.75M
|
–
|
–
|
–
|
|
|
103
|
Meridian Financial Partners
Warrenton,
Virginia
|
$6.3M
|
+$200K
|
+1,111
|
+3%
|
|
|
104
|
Karp Capital Management
Sausalito,
California
|
$6.27M
|
+$44.2K
|
+245
|
+0.7%
|
|
|
105
|
Simmons Bank
Pine Bluff,
Arkansas
|
$6.26M
|
+$3.28M
|
+18,186
|
+121%
|
|
|
106
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$6.25M
|
-$378K
|
-2,095
|
-6%
|
|
|
107
|
First National Bank of Omaha
Omaha,
Nebraska
|
$6.14M
|
+$1.1M
|
+6,124
|
+23%
|
|
|
108
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6.1M
|
-$144K
|
-800
|
-2%
|
|
|
109
|
JVL Associates
Wyoming,
Michigan
|
$6.02M
|
-$536K
|
-2,975
|
-9%
|
|
|
110
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$5.85M
|
+$871K
|
+4,832
|
+17%
|
|
|
111
|
IEQ Capital
Foster City,
California
|
$5.84M
|
+$5.59M
|
+31,002
|
New
|
|
|
112
|
St Louis Trust
Saint Louis,
Missouri
|
$5.76M
|
+$32.4K
|
+180
|
+0.6%
|
|
|
113
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$5.75M
|
-$37.7K
|
-209
|
-0.7%
|
|
|
114
|
American Portfolios Advisors
Holbrook,
New York
|
$5.73M
|
+$149K
|
+829
|
+3%
|
|
|
115
|
Comerica Bank
Dallas,
Texas
|
$5.64M
|
-$5.49M
|
-30,439
|
-51%
|
|
|
116
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$5.51M
|
-$125K
|
-696
|
-2%
|
|
|
117
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$5.44M
|
+$246K
|
+1,366
|
+5%
|
|
|
118
|
Prudential Financial
Newark,
New Jersey
|
$5.42M
|
-$1.7M
|
-9,409
|
-25%
|
|
|
119
|
Advisor Group
Phoenix,
Arizona
|
$5.42M
|
-$20.5K
|
-114
|
-0.4%
|
|
|
120
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$5.23M
|
-$84.9K
|
-471
|
-2%
|
|
|
121
|
Brinker Capital
Berwyn,
Pennsylvania
|
$5.21M
|
-$292K
|
-1,622
|
-6%
|
|
|
122
|
Lido Advisors
Los Angeles,
California
|
$5.11M
|
-$185K
|
-1,024
|
-4%
|
|
|
123
|
BigSur Wealth Management
Miami,
Florida
|
$5.09M
|
–
|
–
|
–
|
|
|
124
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.83M
|
-$329K
|
-1,827
|
-7%
|
|
|
125
|
Jess S. Morgan & Co
Los Angeles,
California
|
$4.83M
|
+$4.61M
|
+25,600
|
New
|
|
