|
201
|
Montecito Bank & Trust
Santa Barbara,
California
|
$14.8M
|
-$940K
|
-12,418
|
-6%
|
|
|
202
|
Paulson Wealth Management
Wheaton,
Illinois
|
$14.8M
|
+$1.22M
|
+16,106
|
+9%
|
|
|
203
|
Atria Investments
Charlotte,
North Carolina
|
$14.3M
|
-$1.63M
|
-21,479
|
-10%
|
|
|
204
|
G2 Capital Management
Columbus,
Ohio
|
$14.1M
|
-$11M
|
-145,781
|
-44%
|
|
|
205
|
KWMG LLC
Overland Park,
Kansas
|
$14M
|
+$213K
|
+2,813
|
+2%
|
|
|
206
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$13.9M
|
-$6.88M
|
-90,779
|
-33%
|
|
|
207
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$13.9M
|
+$13.8M
|
+182,000
|
New
|
|
|
208
|
Coyle Financial Counsel
Glenview,
Illinois
|
$13.8M
|
-$357K
|
-4,709
|
-3%
|
|
|
209
|
West Financial Advisors
Des Moines,
Iowa
|
$13.7M
|
-$87.2K
|
-1,151
|
-0.6%
|
|
|
210
|
Fifth Third Securities
Cincinnati,
Ohio
|
$13.7M
|
-$2.28M
|
-30,088
|
-14%
|
|
|
211
|
Asio Capital
Lexington,
Kentucky
|
$13.7M
|
+$4.69M
|
+61,876
|
+52%
|
|
|
212
|
Morningstar Investment Management
Chicago,
Illinois
|
$13.6M
|
-$2.05M
|
-27,099
|
-13%
|
|
|
213
|
North Star Investment Management
Chicago,
Illinois
|
$13.6M
|
-$346K
|
-4,569
|
-3%
|
|
|
214
|
United Capital Financial Advisors
Irving,
Texas
|
$13.4M
|
-$6.06M
|
-80,041
|
-31%
|
|
|
215
|
Catalyst Capital Advisors
Huntington,
New York
|
$13.4M
|
-$295K
|
-3,890
|
-2%
|
|
|
216
|
Victory Capital Management
San Antonio,
Texas
|
$13.4M
|
-$5.96M
|
-78,662
|
-31%
|
|
|
217
|
Parallel Advisors
San Francisco,
California
|
$13.3M
|
+$9.85M
|
+130,018
|
+289%
|
|
|
218
|
Rezny Wealth Management
Fort Myers,
Florida
|
$13.2M
|
-$1.01M
|
-13,321
|
-7%
|
|
|
219
|
Alaethes Wealth
Glenbrook,
Nevada
|
$13M
|
+$2.09M
|
+27,647
|
+19%
|
|
|
220
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12.9M
|
-$81.9K
|
-1,081
|
-0.6%
|
|
|
221
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$12.8M
|
+$1.4M
|
+18,426
|
+12%
|
|
|
222
|
Annapolis Financial Services
Annapolis,
Maryland
|
$12.8M
|
+$602K
|
+7,954
|
+5%
|
|
|
223
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$12.6M
|
-$71.8K
|
-948
|
-0.6%
|
|
|
224
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$12.6M
|
+$42.6K
|
+563
|
+0.3%
|
|
|
225
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$12.5M
|
+$1.08M
|
+14,235
|
+9%
|
|
