|
151
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$3.5M
|
+$3.55M
|
+33,508
|
New
|
|
|
152
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.49M
|
–
|
–
|
–
|
|
|
153
|
Efficient Advisors
Mason,
Ohio
|
$3.44M
|
-$121K
|
-1,139
|
-3%
|
|
|
154
|
Cypress Capital Group
Palm Beach,
Florida
|
$3.43M
|
-$311K
|
-2,943
|
-8%
|
|
|
155
|
United Capital Financial Advisors
Irving,
Texas
|
$3.41M
|
-$212K
|
-2,006
|
-6%
|
|
|
156
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.39M
|
+$547K
|
+5,173
|
+19%
|
|
|
157
|
New World Advisors
Hingham,
Massachusetts
|
$3.27M
|
-$4.41M
|
-41,701
|
-57%
|
|
|
158
|
SCS Capital Management
Boston,
Massachusetts
|
$3.12M
|
+$3.15M
|
+29,803
|
New
|
|
|
159
|
Maryland Capital Advisors
Chester,
Maryland
|
$3.06M
|
+$561K
|
+5,300
|
+22%
|
|
|
160
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.06M
|
+$1.13M
|
+10,635
|
+57%
|
|
|
161
|
KWMG LLC
Overland Park,
Kansas
|
$2.99M
|
+$149K
|
+1,407
|
+5%
|
|
|
162
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$2.97M
|
-$5.18K
|
-49
|
-0.2%
|
|
|
163
|
Naples Global Advisors
Naples,
Florida
|
$2.96M
|
-$49K
|
-463
|
-2%
|
|
|
164
|
Linscomb Wealth
Houston,
Texas
|
$2.93M
|
+$1.37M
|
+12,920
|
+85%
|
|
|
165
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$2.92M
|
-$13.9M
|
-131,139
|
-82%
|
|
|
166
|
LVW Advisors
Pittsford,
New York
|
$2.91M
|
-$1.32M
|
-12,512
|
-31%
|
|
|
167
|
Slow Capital
Greenbrae,
California
|
$2.88M
|
-$111K
|
-1,052
|
-4%
|
|
|
168
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.87M
|
+$1.94M
|
+18,350
|
+201%
|
|
|
169
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.87M
|
+$794K
|
+7,500
|
+38%
|
|
|
170
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.75M
|
-$1.62M
|
-15,285
|
-37%
|
|
|
171
|
Davenport & Co
Richmond,
Virginia
|
$2.73M
|
-$212
|
-2
|
-0%
|
|
|
172
|
One Wealth Advisors
San Francisco,
California
|
$2.71M
|
+$443K
|
+4,184
|
+19%
|
|
|
173
|
Cresset Asset Management
Chicago,
Illinois
|
$2.71M
|
-$180K
|
-1,700
|
-6%
|
|
|
174
|
Omega Financial Group
Santa Barbara,
California
|
$2.64M
|
+$586K
|
+5,542
|
+28%
|
|
|
175
|
Aries Wealth Management
Portland,
Maine
|
$2.64M
|
+$2.67M
|
+25,275
|
New
|
|
