|
101
|
MontVue Capital Management
Lynchburg,
Virginia
|
$19.1M
|
-$163K
|
-1,945
|
-0.9%
|
|
|
102
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$18.6M
|
–
|
–
|
–
|
|
|
103
|
HB Wealth Management
Atlanta,
Georgia
|
$18.4M
|
+$618K
|
+7,366
|
+4%
|
|
|
104
|
Cadinha & Co
Honolulu,
Hawaii
|
$18.2M
|
+$14M
|
+166,499
|
+345%
|
|
|
105
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$17.9M
|
+$403K
|
+4,805
|
+2%
|
|
|
106
|
Creative Planning
Overland Park,
Kansas
|
$17.8M
|
+$6.53M
|
+77,836
|
+59%
|
|
|
107
|
Park Avenue Securities
New York
|
$17.7M
|
-$319K
|
-3,801
|
-2%
|
|
|
108
|
Finley Financial
Las Vegas,
Nevada
|
$17.6M
|
+$883K
|
+10,532
|
+5%
|
|
|
109
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$17.5M
|
-$1.23M
|
-14,614
|
-7%
|
|
|
110
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$17.5M
|
+$17.3M
|
+206,903
|
New
|
|
|
111
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.5M
|
+$13.1M
|
+156,493
|
+315%
|
|
|
112
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$17.3M
|
-$1.17M
|
-13,906
|
-6%
|
|
|
113
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$17.2M
|
+$17.1M
|
+203,768
|
New
|
|
|
114
|
Goldstein Advisors
Madison,
Wisconsin
|
$17.2M
|
-$224K
|
-2,667
|
-1%
|
|
|
115
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$17M
|
+$716K
|
+8,538
|
+4%
|
|
|
116
|
Private Advisor Group
Morristown,
New Jersey
|
$16.9M
|
+$624K
|
+7,448
|
+4%
|
|
|
117
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$16.4M
|
+$1.42M
|
+16,915
|
+10%
|
|
|
118
|
Capital Insight Partners
Scottsdale,
Arizona
|
$16M
|
-$627K
|
-7,478
|
-4%
|
|
|
119
|
Coldstream Capital Management
Bellevue,
Washington
|
$15.9M
|
+$1.95M
|
+23,248
|
+14%
|
|
|
120
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$15.9M
|
-$87.9K
|
-1,048
|
-0.6%
|
|
|
121
|
Choreo LLC
Rockford,
Illinois
|
$15.6M
|
-$665K
|
-7,936
|
-4%
|
|
|
122
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$15.5M
|
+$664K
|
+7,915
|
+5%
|
|
|
123
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
$15.5M
|
+$15.3M
|
+182,923
|
New
|
|
|
124
|
Angeles Wealth Management
Santa Monica,
California
|
$15.4M
|
-$31.6K
|
-377
|
-0.2%
|
|
|
125
|
AssetMark Inc
Concord,
California
|
$15M
|
+$578K
|
+6,892
|
+3%
|
|
