|
201
|
Idaho Trust Bank
Boise,
Idaho
|
$12M
|
+$4.62M
|
+41,566
|
+62%
|
|
|
202
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.5M
|
+$2.32M
|
+20,825
|
+25%
|
|
|
203
|
Net Worth Advisory Group
Sandy,
Utah
|
$11.5M
|
+$1.84M
|
+16,537
|
+19%
|
|
|
204
|
Twele Capital Management
Minnetonka,
Minnesota
|
$11.4M
|
+$185K
|
+1,660
|
+2%
|
|
|
205
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$11.3M
|
+$460K
|
+4,133
|
+4%
|
|
|
206
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$11.3M
|
+$873K
|
+7,852
|
+8%
|
|
|
207
|
LPWM LLC
Minneapolis,
Minnesota
|
$11.3M
|
+$297K
|
+2,668
|
+3%
|
|
|
208
|
Genus Capital Management
Vancouver,
British Columbia, Canada
|
$11.2M
|
+$5.78K
|
+52
|
+0.1%
|
|
|
209
|
Susquehanna Advisors Group
Bala Cynwyd,
Pennsylvania
|
$11.1M
|
+$11.2M
|
+100,408
|
New
|
|
|
210
|
MUFG Securities Americas
New York
|
$11M
|
+$11.1M
|
+100,000
|
New
|
|
|
211
|
Trajan Wealth
Scottsdale,
Arizona
|
$10.9M
|
-$76K
|
-684
|
-0.7%
|
|
|
212
|
BlueCrest Capital Management
St Helier,
Jersey
|
$10.9M
|
+$11M
|
+99,000
|
New
|
|
|
213
|
Finhabits Advisors
New York
|
$10.9M
|
+$10.9M
|
+98,476
|
New
|
|
|
214
|
EFG International
Zurich,
|
$10.6M
|
+$10.7M
|
+96,532
|
New
|
|
|
215
|
WesBanco Bank
Wheeling,
West Virginia
|
$10.6M
|
+$671K
|
+6,032
|
+7%
|
|
|
216
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$10.5M
|
–
|
–
|
–
|
|
|
217
|
Kelsey Financial
Moorpark,
California
|
$10.4M
|
+$10.5M
|
+94,131
|
New
|
|
|
218
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.3M
|
+$5.62M
|
+50,580
|
+118%
|
|
|
219
|
Invictus Private Wealth
Denver,
Colorado
|
$10.3M
|
+$117K
|
+1,055
|
+1%
|
|
|
220
|
Winthrop Capital Management
Carmel,
Indiana
|
$10.2M
|
-$42.6K
|
-383
|
-0.4%
|
|
|
221
|
Wealthstar Advisors
Plano,
Texas
|
$10.1M
|
-$197K
|
-1,775
|
-2%
|
|
|
222
|
Foguth Wealth Management
Brighton,
Michigan
|
$10M
|
+$10.1M
|
+90,829
|
New
|
|
|
223
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$9.93M
|
-$527K
|
-4,739
|
-5%
|
|
|
224
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$9.88M
|
+$605K
|
+5,446
|
+6%
|
|
|
225
|
Sentinus LLC
Oak Brook,
Illinois
|
$9.83M
|
+$1.63M
|
+14,675
|
+20%
|
|
