|
201
|
EP Wealth Advisors
Torrance,
California
|
$2.2M
|
+$2.2M
|
+72,737
|
New
|
|
|
202
|
Western Wealth Management
Golden,
Colorado
|
$2.19M
|
+$317K
|
+10,487
|
+17%
|
|
|
203
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$2.17M
|
+$142K
|
+4,697
|
+7%
|
|
|
204
|
Corient Private Wealth
Miami,
Florida
|
$2.14M
|
-$254K
|
-8,421
|
-11%
|
|
|
205
|
Portside Wealth Group
Provo,
Utah
|
$2.13M
|
+$72K
|
+2,381
|
+3%
|
|
|
206
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.12M
|
+$109K
|
+3,591
|
+5%
|
|
|
207
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$2.1M
|
–
|
–
|
–
|
|
|
208
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$2.06M
|
+$907
|
+30
|
+0%
|
|
|
209
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.01M
|
–
|
–
|
–
|
|
|
210
|
Capital Square
Chattanooga,
Tennessee
|
$1.99M
|
+$151K
|
+5,012
|
+8%
|
|
|
211
|
Gilpin Wealth Management
Denver,
Colorado
|
$1.94M
|
+$1.95M
|
+64,400
|
New
|
|
|
212
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$1.94M
|
-$68K
|
-2,251
|
-3%
|
|
|
213
|
Comerica Bank
Dallas,
Texas
|
$1.94M
|
-$604K
|
-19,977
|
-24%
|
|
|
214
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.94M
|
+$271K
|
+8,964
|
+16%
|
|
|
215
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$1.94M
|
+$41.2K
|
+1,362
|
+2%
|
|
|
216
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.93M
|
–
|
–
|
–
|
|
|
217
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.93M
|
+$88.5K
|
+2,929
|
+5%
|
|
|
218
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.89M
|
-$520K
|
-17,200
|
-22%
|
|
|
219
|
Sharper & Granite
El Segundo,
California
|
$1.88M
|
+$134K
|
+4,434
|
+8%
|
|
|
220
|
Whitcomb & Hess
Ashland,
Ohio
|
$1.86M
|
+$90.2K
|
+2,984
|
+5%
|
|
|
221
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.82M
|
+$40.7K
|
+1,347
|
+2%
|
|
|
222
|
City Holding Co
Charleston,
West Virginia
|
$1.81M
|
+$193K
|
+6,401
|
+12%
|
|
|
223
|
GEM Asset Management
Plymouth,
Michigan
|
$1.81M
|
+$544K
|
+17,986
|
+43%
|
|
|
224
|
Farther Finance Advisors
San Francisco,
California
|
$1.78M
|
+$950K
|
+31,437
|
+115%
|
|
|
225
|
Meridian Financial
Holliston,
Massachusetts
|
$1.75M
|
+$36.8K
|
+1,217
|
+2%
|
|
